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50+ >> Finance
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Manage your financial resources effectively and plan for a prosperous future with help from these classes.
Please click on the course title to see the full course description.
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"Death and Taxes"
Click to choose from multiple offerings
"Death and Taxes"
Two things are certain. Death and Taxes! In this class, we will address proper estate planning documents and planning for incapacity and death. How you ensure your wishes are executed with little interference and without the costs and publicity of probate? We will spend time discussing simple strategies to reduce and possibly eliminate current and future income and estate taxes. Teachers will provide a fun and interactive environment.
182SPGF3622A
Start date:
11/02/17
End date:
11/02/17
Fee:
$49.00
1 session
Location :
KSU Center
Location :
KSU Center.
Room : 123
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»
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"Death and Taxes"
Two things are certain. Death and Taxes! In this class, we will address proper estate planning documents and planning for incapacity and death. How you ensure your wishes are executed with little interference and without the costs and publicity of probate? We will spend time discussing simple strategies to reduce and possibly eliminate current and future income and estate taxes. Teachers will provide a fun and interactive environment.
183SPGF3622A
Start date:
01/31/18
End date:
01/31/18
Fee:
$49.00
1 session
Location :
KSU Center
Location :
KSU Center.
Room : Not Assigned
Add to Cart
»
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Asset Protection and Tax Tips for Retirees with Retirement Accounts
Do you know there are certain protections for you against litigation and lawsuits if you own a retirement account. Learn how you can protect your assests and learn tax advantages you might not know about.
183SPGF3627A
Start date:
02/28/18
End date:
02/28/18
Fee:
$39.00
1 session
Location :
KSU Center
Location :
KSU Center.
Room : Not Assigned
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»
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Beyond Traditional Long Term Care Insurance
Learn Long Term Care (LTC) Strategies beyond traditional LTC policies. What options exist if you do not qualify for traditional long term care? How do you have tax-free money, that pay if you live, if you are incapacitated and at death? What is a GA Partnership Plan? This class will provide information in a fun conversational environment.
183SPGF3625A
Start date:
01/31/18
End date:
01/31/18
Fee:
$39.00
1 session
Location :
KSU Center
Location :
KSU Center.
Room : Not Assigned
Add to Cart
»
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Do I Need an Estate Plan?
Do you want an orderly transition when you “check out” or do you want total chaos? Who should attend this class and learn how to avoid the most common mistakes made by retirees? Everyone! Don’t accidentally disinherit your children or cause major tax problems for your heirs. This is a fun class taught by a certified Estate Planner and Certified Financial Planner with more than 20 years experience. Concepts perceived as complex are explained in terms everyone can understand and apply to their own situation.
182SPGF3608A
Start date:
11/08/17
End date:
11/08/17
Fee:
$49.00
1 session
Location :
KSU Center
Location :
KSU Center.
Room : 205
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»
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Estate Planning for 2nd Marriages
Click to choose from multiple offerings
Estate Planning for 2nd Marriages
If you are in your 2nd marriage you will gain insight and thoughtful considerations on how to design your estate plan. If children exist from prior marriages you will not want to miss this course as we will show you how to benefit your spouse and not disinherit your children. Instructors will give you thoughtful information to consider in an interactive and conversational environment.
182SPGF3623A
Start date:
11/16/17
End date:
11/16/17
Fee:
$49.00
1 session
Location :
KSU Center
Location :
KSU Center.
Room : 123
Add to Cart
»
View Details »
Estate Planning for 2nd Marriages
If you are in your 2nd marriage you will gain insight and thoughtful considerations on how to design your estate plan. If children exist from prior marriages you will not want to miss this course as we will show you how to benefit your spouse and not disinherit your children. Instructors will give you thoughtful information to consider in an interactive and conversational environment.
183SPGF3623A
Start date:
01/24/18
End date:
01/24/18
Fee:
$49.00
1 session
Location :
KSU Center
Location :
KSU Center.
Room : Not Assigned
Add to Cart
»
View Details »
Estate Planning for 2nd Marriages
If you are in your 2nd marriage you will gain insight and thoughtful considerations on how to design your estate plan. If children exist from prior marriages you will not want to miss this course as we will show you how to benefit your spouse and not disinherit your children. Instructors will give you thoughtful information to consider in an interactive and conversational environment.
183SPGF3623B
Start date:
01/24/18
End date:
01/24/18
Fee:
$49.00
1 session
Location :
KSU Center
Location :
KSU Center.
Room : Not Assigned
Add to Cart
»
View Details »
Generational Wealth Transfer Strategies
Learn techniques the ultra wealthy have been using for decades with estate and tax tips that you can use today. How do generations have their estate protected from lawsuits, divorce and even taxes? Instructor will provide you with information in a conversational environment.
183SPGF3626A
Start date:
02/28/18
End date:
02/28/18
Fee:
$49.00
1 session
Location :
KSU Center
Location :
KSU Center.
Room : Not Assigned
Add to Cart
»
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Navigating Your Financial Life
Although we have technically gotten past the recession, many people are still concerned about their current finances. Unfortunately, the vast majority of adults were never given a practical financial education. Money issues not only impact one's finances, it can play a major role in stress, relationship problems and can lower one's self confidence. KSU's adult financial literacy program is designed for individuals with a variety of financial goals, including starting a business, handling credit, financial recovery, debt elimination, insurance, and homeownership.
182SPGF3621A
Start date:
10/14/17
End date:
10/14/17
Fee:
$59.00
1 session
Location :
KSU Center
Location :
KSU Center.
Room : 221
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»
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Personal Income Tax
Unfortunately, the country's tax code is way too complex. So much so, that half the population pays someone to prepare their taxes. If you like to go at it alone, this class will offer insight into the major schedules that the average peson might encounter. In addition to covering the basic form (1040), we will look at Schedule A (itemized deductions), Schedule B ( interest and dividends), Schedule C (self-employment), Schedule D (capital gains), Schedule E (real estate) and a few ancillary schedules that tie into one or more of the main forms. The course will also consider overlooked deductions and ways to legally minimize everyone's tax situation.
183SPGF3624A
Start date:
02/10/18
End date:
02/10/18
Fee:
$59.00
1 session
Location :
KSU Center
Location :
KSU Center.
Room : Not Assigned
Add to Cart
»
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Retirement and Social Security
Click to choose from multiple offerings
Retirement and Social Security
Are you planning for retirement or have you already retired? Get first-hand knowledge from an expert in the Social Security area and take home strategies to help you understand how Social Security works. Who is covered/not covered Benefits you may be eligible to receive before retirement Common phrases Choosing when to retire Other benefits - Medicare
182SPGF3612A
Start date:
10/09/17
End date:
10/09/17
Fee:
$0.00
1 session
Location :
KSU Center
Location :
KSU Center.
Room : 242
Add to Cart
»
View Details »
Sort by:
Alphabetical by class name
Alphabetical by location
Alphabetical by instructor name
Price: Low to High
Price: High to Low
Start Date
End Date
Course Number
Online, Hybrid, then Classroom
Classroom, Hybrid, then Online
‹
Showing
1
2
of 2 pages
Show All
›
Results per page:
All
4
8
12
16
20
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