Financial Planning
Continuing Education Topics
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Financial Strategies for Successful Retirement
Prerequisite(s):
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Description:
Learn to assess your current financial situation and to prepare now for a financially secure retirement. Financial Strategies is a broad overview of many topics. Topics such as social security withdrawals, income tax planning, investments, how to access money from retirement plans, life insurance options, and risk management will be discussed. Develop a personalized plan to reach your retirement goals.
Materials Needed:
Suggested Follow-up Courses:
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Course Number:
08D.CEPD742.031
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Date:
8/7/2008 -
8/28/2008
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Location:
PRC
- F141 |
Time:
6:30 PM -
9:00 PM
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Sessions:
4
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Syllabus:
Syllabus Depot |
Fee: $
69
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Day:
R
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Hours:
10
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Invest in Your Debt
Prerequisite(s):
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Description:
This course will show you how to pay off student loans, credit cards, car payments and consumer debt in 1 to 3 years, then own your own home in another 3 to 4 years ... all by using only your current income. Based on a Linear Math, Variable Path methodology, you will learn how to eliminate debt, live on cash, spend smarter by “reverse budgeting,” and make logical decisions when you buy. Bring a calculator and your bills to work out a personal debt elimination target date!
Materials Needed:
Text optional (available at CYC Bookstore)
Suggested Follow-up Courses:
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Course Number:
08D.CEPD994.005
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Date:
8/5/2008 -
8/5/2008
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Location:
CYC
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Time:
6:00 PM -
9:00 PM
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Sessions:
1
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Syllabus:
Syllabus Depot |
Fee: $
39
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Day:
T
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Hours:
3
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Stock Market Strategies
Prerequisite(s):
For a fuller understanding of this class, it is recommended you first take Managing Investment Risk & Volatility.
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Description:
Maximize the present and prepare for your future by learning the methods and techniques used to develop a disciplined way of stock investing. The economy/market cycles and stock industry groups/sector performance will be discussed along with value vs. growth, investor psychology, strategic, fundamental and technical reasons to buy or sell a stock. Other topics will include tracking company/stock performance, technical analysis and when to buy and sell. The class will also review stocks selected by the students. Instruction on reading and maintaining Point & Figure charts will be covered.
Materials Needed:
Suggested Follow-up Courses:
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Course Number:
08D.CEPD742.028
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Date:
7/14/2008 - 7/23/2008
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Location:
CYC
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Time:
7:00 PM - 9:30 PM
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Sessions:
4
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Syllabus:
Syllabus Depot |
Fee: $ 69
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Day:
MW
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Hours:
10
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Taking Control: Financial Management for Women
Prerequisite(s):
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Description:
This course is designed for the unique financial needs that women have. Discussions will center on managing your money and making it grow, whether for your future retirement, to pay for your children's college education, or simply to make your money go further. You will learn: Cash Management, Risk Management, Investment Planning, Tax Planning, Retirement Planning, Estate Planning and Divorce and Widowhood. You may bring a guest at no additional cost.
Materials Needed:
Workbook provided by instructor at first session
Suggested Follow-up Courses:
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Course Number:
08D.CEPD742.026
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Date:
8/7/2008 -
8/14/2008
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Location:
CYC
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Time:
6:00 PM -
9:00 PM
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Sessions:
2
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Syllabus:
Syllabus Depot |
Fee: $
59
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Day:
R
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Hours:
7
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