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Money, Investment & Estate Planning
in Personal Enrichment
Get Paid To Talk / An Introduction to Voice Over CRER 003.51, CRN 26134
Financial Foundations: Saving Habits & Introduction to Investing MONY 085.51, CRN 36883
Financial IQ: Planning for Retirement MONY 079.51, CRN 36868
Discover retirement planning strategies that can help you build, protect, and enjoy your wealth throughout every stage of life. This class introduces a retirement framework centered on Growth, Access, and Predictable Income, as well as the 4-Box Strategy for aligning assets with income needs. Whether you're early in your career, preparing for retirement, or already retired, you'll gain practical insights and strategies designed to enhance financial security and support your long-term goals. The class will be delivered via Zoom, a meeting link will be provided on the day of the class. Instructor: Jack Yvon.
Financial IQ: Retirement Risks MONY 080.51, CRN 36869
Learn about five key risks that can impact retirement success: Longevity, Inflation, Withdrawal Rates, Asset Allocation, and Health Care Costs. This class explores practical strategies to help you prepare for and manage these challenges as part of a well-rounded retirement plan.The concepts discussed are relevant whether you are just beginning your career, approaching retirement, or already retired. Participants will gain insights and strategies tailored to different stages of life, helping to strengthen financial security and support long-term financial goals.The class will be delivered via Zoom, a meeting link will be provided on the day of the class. Instructor: Jack Yvon.
Financial IQ: Investment Basics MONY 081.51, CRN 36870
Build your investment knowledge with this introductory class covering the essentials of stocks, bonds, and mutual funds. Learn how these common investment vehicles work, the role they can play in a portfolio, and key considerations for making informed financial decisions. The class will be delivered via Zoom, a meeting link will be provided on the day of the class. Instructor: Jack Yvon.
Social Security Income Enhancing Strategies MONY 062.51, CRN 35397
Investing & Retirement Planning MONY 086.51, CRN 36884
Retirement Planning MONY 009.51, CRN 35395
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 a free second seat for an additional adult household member, please email Nichole Danis at ndanis@hcc.edu to register them. Instructor Jack Yvon.