COURSES
Finance & Business
| 26. *RETIREMENT PLANNING TODAY | $30 |
2 nights Wed. 10/8 & 10/15 7–9:30 p.m. |
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| How much money do you need to retire? Learn how to improve retirement income; convert IRAs to tax free income; proper distribution planning; Improve standard of living; understand risk before and during retirement; Asset allocation; taxes and estate planning. Additional fee of $24 payable to teacher first night for cost of book. Guest is free. | |
| MARK J. GERDELMANN, Instructor Windsor Financial Group | |
| 27. ASSET PROTECTION PLANNING | $30 |
1 night Wed. 10/16 7–8:30 p.m. |
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| If I need a nursing home, how will I pay for it? Will Medicare cover the cost? Will I lose my entire “nest egg”, including my home? What is Medicaid and what will it pay? If I give away my assets, can I still qualify? What is Medicaid Estate Recovery? This course will explore these questions and more. | |
| HILARY FUELLEBORN, ESQUIRE, Instructor | |
| 28. Fundamentals of Investing | $30 |
2 nights Wed. 9/11 & 9/18 6:30-8:30 p.m. |
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| Students will learn the basic types of financial investment vehicles, namely: stocks, bonds and cash, and the various ways to invest. The importance of understanding the trade-off between risk and return, and the principles of diversification, will provide the student a foundation to a successful investment program. Online investor resources, as well as low-cost investment opportunities will be explored. The students will be provided handouts and a one-year complimentary E membership to the Association of Individual Investors (AAII). | |
| MATT NOVAK, Instructor | |
| 29. MEDICARE WORKSHOP | $30 |
1 night Tues. 11/13 7–8:30 p.m. |
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| If Medicare sounds like alphabet soup to you, and you seem to have more > questions than answers, come to an informational workshop hosted by Thrivent Financial, where you can learn more before you make important Medicare decisions. Learn about Part A, Part B, Supplement Insurance, prescription drug costs, etc. | |
| ANTHONY SPANGLER, Instructor | |
| 30. PLANNING YOUR ESTATE | $30 |
1 night Wed. 10/9 7–8:30 p.m. |
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| What is estate planning? Is it necessary for everyone or just the rich? Do I really need a will? How can a Power of Attorney save my family significant expense if I become disabled? What is a living will? What are the benefits of having a revocable living trust? This course will explore these questions and more. | |
| HILARY FUELLEBORN, ESQUIRE, Instructor | |
| 31. PROBATE AND THE ADMINISTRATION OF AN ESTATE | $30 |
1 night Wed. 10/23 7–8:30 p.m. |
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| When is probate necessary? How can I avoid probate? What happens if I die without a will? What steps are necessary to administer an estate? What are my duties as an executor? Will I be entitled to a fee for my services? Will the estate have to pay taxes? This course will explore these questions and more! | |
| HILARY FUELLEBORN, ESQUIRE, Instructor | |
| 32. Simple Indicators to Guide Your Finances to Retirement | $25 |
1 night 9/25: 6:30-8:30 p.m. |
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| Want to learn some simple indicators to let you know about: The 8th wonder of the investment world? The secret to long term financial security? How much to save in order to comfortably retire? How much to reasonably spend in retirement without running out of resources? Avoiding simple estate planning mistakes? | |
| MATT NOVAK, Instructor | |
| 33. WORKERS COMPENSATION | $25 |
1 night Wed. 10/24 7–8 p.m. |
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| If you are hurt on the job and cannot work, how are you going to pay your bills? Who will pay for the medical care that you need? What if your employer refuses to pay your benefits? These and other questions will be answered at this one night seminar. Topics include eligibility, benefits, litigation, medical care, lump sum settlements and more. Learn your rights and obligations under Pennsylvania Law. | |
| James V. MONAGHAN, Esquire, Instructor | |
2024 Fall
2024 Fall Session
Starts September 10 & 11, 2024 and lasts 10 Weeks unless otherwise noted.
Come the first night of class - You will be notified if class is closed/cancelled
Come the first night of class - You will be notified if class is closed/cancelled
Registration
Register by mail before August 30, 2024. The in-person registration is September 3 & September 4, 2024 at the Keith Valley Middle School from 7 to 8:30 PM.-->
Use our online registration form to sign up for classes.
*Check or Money Order Only
*Check or Money Order Only
Map and Direction to School
*courses marked (*) does not give senior discounts