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50+ OLLI Program >> Personal 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.
 

 

 

Death and Taxes 

Students can expect to learn: Estate planning: wills, trusts, beneficiaries Taxation: income, estate, inheritance, strategies Long-term car ...  View More

Class Section Number: 251SPGF3622A

Start date: 08/20/24

End date: 08/27/24

Fee: $49.00

2 sessions.

Location: KSU Center Location : 
  KSU Center.

Room :  244

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Medicare 101 - Navigating the Medicare Maze 

Medicare Plans  can be confusing!  Join us so that you can better plan your benefits strategy – or –help you guide your parents in their choices. Lear ...  View More

Class Section Number: 252SPGF3636A

Start date: 10/19/24

End date: 10/19/24

Fee: $39.00

1 session

Location: KSU Center Location : 
  KSU Center.

Room :  123

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Retirement, Tax and Estate Planning 

An active and engaging class for individuals within 5 years of Retirement or who have recently retired. This class will focus on information needed in ...  View More

Class Section Number: 252SPGF3629A

Start date: 10/03/24

End date: 10/17/24

Fee: $59.00

3 sessions.

Location: KSU Center Location : 
  KSU Center.

Room :  244

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Social Security and Retirement Income Planning 

Students can expect to learn: Social Security basics: eligibility, benefits, claiming Claiming strategies: optimal retirement age, spousal ben ...  View More

Class Section Number: 244SPGF3602A

Start date: 05/01/24

End date: 05/01/24

Fee: $39.00

1 session

Location: KSU Center Location : 
  KSU Center.

Room :  244

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Social Security and Retirement Income Planning Online Live 

Students can expect to learn: Social Security basics: eligibility, benefits, claiming Claiming strategies: optimal retirement age, spousal ben ...  View More

Class Section Number: 244SPGF3668A

Start date: 05/01/24

End date: 05/01/24

Fee: $39.00

Location: Online

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Year-End Tax Strategies 

Students will learn strategies and techniques that may reduce or eliminate certain tax liabilities. Have you ever wondered what strategies you could u ...  View More

Class Section Number: 252SPGF3674A

Start date: 10/29/24

End date: 11/05/24

Fee: $49.00

2 sessions.

Location: KSU Center Location : 
  KSU Center.

Room :  244

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