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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.
 

 

 

"Death and Taxes" arrow

Click to choose from multiple offerings

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 :  225



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When it comes to planning for your retirement income, it is easy to overlook some of the common factors that can affect how much you will have available to spend.  If you do not consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be able to enjoy the retirement you envision. 

191SPGF3631A

Start date: 08/07/18

End date: 08/07/18

Fee: $49.00

1 session

Location : KSU Center Location : 
  KSU Center.

Room :  Not Assigned



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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.

184SPGF3608A

Start date: 05/02/18

End date: 05/02/18

Fee: $49.00

1 session

Location : KSU Center Location : 
  KSU Center.

Room :  Not Assigned



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Learn how to maximize benefits to the organizations you care about both while living and at death! Instructors will cover common estate planning tools, such as Charitable Reminder Trusts and Donor Advised Funds. Bonus: For those receiving RMD's (Required Minimum Distributions) learn a tax tip that could reduce your income taxes in a meaningful way.

184SPGF3630A

Start date: 04/20/18

End date: 04/20/18

Fee: $49.00

1 session

Location : KSU Center Location : 
  KSU Center.

Room :  Not Assigned



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Estate Planning for 2nd Marriages arrow

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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 :  225



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Navigating Your Financial Life arrow

Click to choose from multiple offerings

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

184SPGF3612A

Start date: 04/18/18

End date: 04/18/18

Fee: $0.00

1 session

Location : KSU Center Location : 
  KSU Center.

Room :  Not Assigned



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