Personal Growth >> Retirement Planning

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Retirement Planning
 
 
Did you know that your ‘Estate’ consists of everything of value - cash, clothes, cars, real estate, investment and retirement accounts, pensions, etc. - accumulated throughout your lifetime? Join us for this informative, interactive class to learn how to preserve and manage your assets while you still can, and then transfer it to your loved ones after you pass away. This process involves weighing various personal and financial decisions and creating legal arrangements to carry out those decisions. We will discuss how to properly receive an inheritance as well as how to give one, strategies to avoid expensive delays and legal challenges and intelligent distribution of assets, charitable giving. Wills, trusts, asset protection, probate and family businesses will also be discussed.

1 session

Start date: 06/24/17

End date: 06/24/17

Weekly - Sat 9:30 AM - 12:00 PM (6/24/2017-6/24/2017)

Tuition: $39.00

Materials Fee: $5.00

Room :  Community Education Room 7



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Did you know you can get penalized if you don’t select your Medicare health benefits by age 65? Understanding your Medicare benefits is essential before retirement. In this course we cover the Medicare program, and how to choose the best option for you and your family. We will discuss Part A - for hospitalization coverage, Part B - for physicians’ coverage, Part C - Medicare Advantage, and Part D - the prescription drug program. We will also cover long term care and how to prepare for a healthy retirement lifestyle. Mr. Rad will help you to: • Know when and how to enroll in Medicare • Understand the impact of not enrolling in Medicare • Be familiar with the various parts of Medicare and what they cover • Identify the costs of the various parts of Medicare • Learn what is not covered by Medicare • Be familiar with updates and changes in 2016 • Long-term care

1 session

Start date: 05/06/17

End date: 05/06/17

Weekly - Sat 10:00 AM - 12:30 PM (5/6/2017-5/6/2017)

Tuition: $39.00

Materials Fee: $0.00

Room :  Skills Lab Room 107



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Take the mystery and fear out of retirement planning A secure retirement requires that your money lasts as long as you do.  It will depend on the amount of money you accumulate in 401(k)s, 403(b)s and IRAs prior to retirement.  The distribution choices you make will greatly affect your future financial situation.  This class will help you understand the many different plans and each one’s different rules and penalties.  This class will discuss:  • Required minimum distributions, transfers and rollovers • Distribution strategies from employer plans and IRAs • Coordinating non-retirement plan and retirement plan assets • Investment concepts allowed during accumulation and retirement • Rules, penalties and exceptions for early and late distributions

1 session

Start date: 05/20/17

End date: 05/20/17

Weekly - Sat 8:45 AM - 3:00 PM (5/20/2017-5/20/2017)

Tuition: $69.00

Materials Fee: $10.00

Room :  Health Science Room 103



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The average retiree leaves tens of thousands of dollars ‘on the table’ simply because they don’t understand how to optimize their Social Security benefits… Don’t be one of them! Join us for this informative and easy to understand class where we explore the ways in which you can maximize your social security income benefit. The class is designed to assist those who have not but will soon begin receiving their Social Security retirement benefits or those who have begun their payments within the last year.

1 session

Start date: 06/24/17

End date: 06/24/17

Weekly - Sat 12:30 PM - 3:00 PM (6/24/2017-6/24/2017)

Tuition: $35.00

Materials Fee: $5.00

Room :  Community Education Room 7



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