Filter by Category
Money, Investment & Estate Planning
in Personal Enrichment
Estate Planning 101 LEGL 016.51, CRN 36596
$179
![Calendar](https://d9j5qtehtodpj.cloudfront.net/images/icons/color-calendar.png?version=205869)
In this high level overview of Estate Planning, students will have a brief introduction to several aspects of Estate Planning including the Health Care Proxy, Advance Directives and the differences between an Advance Directive, Living Will, DNR, and MOLST, HIPAA Releases etc. Also covered will be the risks of jointly titled property, the importance of the Power of Attorney, the two types of POAs as well as the key provisions in a well-drafted POA. The Probate process will also be covered including what is probate and why it is needed, the three ways to avoid probate, the importance of the Will and most importantly, the key provisions in a well-drafted Will. Instructor Atty. Karen Jackson
Retirement Planning MONY 009.51, CRN 35395
$75
![Calendar](https://d9j5qtehtodpj.cloudfront.net/images/icons/color-calendar.png?version=205869)
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
![Calendar](https://d9j5qtehtodpj.cloudfront.net/images/icons/color-calendar.png?version=205869)
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.