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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.
 

 

 
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 :  225



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Beyond Traditional Long Term Care Insurance arrow

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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.

191SPGF3630A

Start date: 08/16/18

End date: 08/16/18

Fee: $39.00

1 session

Location : KSU Center Location : 
  KSU Center.

Room :  203



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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.  

192SPGF3623A

Start date: 11/07/18

End date: 11/07/18

Fee: $49.00

1 session

Location : KSU Center Location : 
  KSU Center.

Room :  Not Assigned



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Estate Planning mistakes made with Retirement Accounts can cost thousands of dollars in unnecessary taxes and penalties. Learn how to avoid the biggest tax hurdles that come with having a 401K, IRA, and other Retirement Accounts at disability or at death. Learn strategies to potentially reduce taxes on your retirement account.

192SPGF3634A

Start date: 11/08/18

End date: 11/08/18

Fee: $49.00

1 session

Location : KSU Center Location : 
  KSU Center.

Room :  Not Assigned



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Navigating Your Financial Life arrow

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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

192SPGF3612A

Start date: 10/03/18

End date: 10/03/18

Fee: $0.00

1 session

Location : KSU Center Location : 
  KSU Center.

Room :  Not Assigned



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When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend. If you don't 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.

192SPGF3600A

Start date: 10/18/18

End date: 10/18/18

Fee: $49.00

1 session

Location : KSU Center Location : 
  KSU Center.

Room :  Not Assigned



View Details »

Retirement, Tax and Estate Planning arrow

Click to choose from multiple offerings