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Money, Investment & Estate Planning
in Personal Enrichment
Retirement Planning MONY 009.51, CRN 35395
$75

Will you be financially ready to retire at the age you're planning? If you haven't started planning, how do you begin the process? In this comprehensive retirement planning course, learn strategies on how to: create your own goals for a successful retirement; plan your retirement income to preserve a comfortable standard of living; transfer the risk of potential losses before and during retirement; remain financially flexible during retirement; reduce or eliminate taxes, expenses, delays and legal challenges with estate planning. Program includes free Text/Reference Guide and Personal Financial Fact Finder. Non-credit tuition includes couples. Instructor Jack Yvon.
Social Security Income Enhancing Strategies MONY 062.51, CRN 35397
$49

Many people start taking social security as soon as possible… but is this the best choice for you? Learn how to maximize your social security and survivor benefits. Strategies for those that are single, married, divorced and widowed will be discussed. Cost of living adjustments, taxation of benefits and working while collecting social security will be explained. Coordinating other retirement accounts with social security distributions and Required Minimum Distribution rules will be explained to assist you in making informed decisions. Workbook included. Instructor: Susan Allen.
Financial Literacy: Building on the Basics MONY 074.51, CRN 36714
$25

This session builds on the foundational knowledge from Section 1, introducing more in depth topics such as setting financial goals, understanding interest rates, and the basics of investing. Participants will also explore strategies for managing debt, planning for emergencies, retirement saving options ( IRA, ROTH, 401(k) plans ) and making informed financial decisions. The class will include practical exercises and discussions to help solidify these essential skills. Instructor George Revoir. No class November 11.