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Money, Investment & Estate Planning
in Personal Enrichment
Financial IQ: Investment Basics MONY 081.51, CRN 17192
Provides a general outline of various investment vehicles including stocks, bonds and mutual funds. Class is delivered via Zoom and a link will be shared the day before the class. Instructor Jack Yvon.
Social Security Income Enhancing Strategies MONY 062.51, CRN 15404
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.