Financial Savvy Return to Class Catalog
Lowering College Costs
Discover some advanced strategies for lowering the out-of-pocket cost of going to college, even if you have not saved for your student’s education. We will cover: financial aid, scholarships, the FAFSA form, taxes, high-income earner strategies, strategies for the business owner. These can help you plan and reduce your student’s college costs. Class is designed for all parents of students from eighth to 12th grade, high income families and business owners.
Date: Tues, Apr 29
Time: 6:30-8:30pm
Place: Southridge HS, Rm B120
Instructor: Erik Pielstick
Class: 500 Class Fee: $15
“Turbulent Times”—Financial Strategies for Success
This course covers the basics of investing and focuses on the concept of using asset allocation to control risk. We will discuss financial risk and risk manage-ment. We will also cover the basics of stock, bonds, cash equivalents, mutual funds, and retirement plans.
Date: Thur, Apr 24
Time: 6:30-8:30pm
Place: Southridge HS, Rm B120
Instructor: Rita Van Schoiack
Class: 501 Class Fee: $15
Tax Advantaged Investing
Covering the basics of tax-favored investing, we will include the various retirement vehicles commonly available such as Individual Retirement Accounts (IRAs). We will discuss the benefits of investing in an employer retirement plan, tax free (municipal) bonds, tax favored mutual funds that utilize tax favored investments and annuities. We will end with utilizing these tools to achieve your goals and lower your taxes.
Date: Thur, May 8
Time: 6:30-8:30pm
Place: Southridge HS, Rm B120
Instructor: Rita Van Schoiack
Class: 502 Class Fee: $15
House “Flip-ing not Flop-ing”
Have you become a “Flip that House” addict? There are many questions to ask and answer before you spend your hard earned money. What style of home do you look for? What do you demo or remodel? What’s the difference between repair and improvement? How do you start the purchase process? These and many other questions will be answered in this great class.
Date: Sat, Apr 19
Time: 8:30am-12:00pm
Place: Southridge HS, Rm B120
Instructor: Rich Card
Class: 503 Class Fee: $17
Smart Couples Finish Rich
This seminar will give you seven steps to help you plan for financial security and improve the quality of your financial life! Learn how to: put your money where your values are; figure out where you stand financially; discover the power of the latte factor; build financial “baskets” for your retirement, your dreams, your security and much more!
Date: Tues, Apr 29
Time: 6:30-8:30pm
Place: Southridge HS, Rm B104
Instructor: Nick Nastri
Class: 504 Class Fee: $15