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Course Catalog > Continuing Education > Retirement Planning

Retirement Planning   

  • ABC's AND D's OF MEDICARE
  • Fee: $50.00
    Dates: 7/15/2025 - 7/15/2025
    Times: 7:00 PM - 9:00 PM
    Days: Tu
    Sessions: 1
    Instructor:
    Understanding Medicare doesn't need to be your full time job. Medicare can be complicated; enrollment errors can be costly and may follow you for years. This informative session will educate you about the component parts of Medicare, including hospitalization, outpatient services, and drug coverage. Learn about enrollment periods and how to transition from employer coverage to Medicare. Discover the differences between Original Medicare, Medicare Advantage, and Medicare Supplement plans. In addition we will explore programs for people with limited income and resources.

     
 

  • BACK TO INVESTMENT BASICS
  • Fee: $50.00
    Dates: 6/10/2025 - 6/10/2025
    Times: 7:00 PM - 9:00 PM
    Days: Tu
    Sessions: 1
    Instructor:
    It is all too common nowadays for investment brokers and investment advisors to position their clients' investment money in mutual funds, ETFs or other vehicles that are aggregated together with a multitude of other investors. For the most part, advisors and investment brokers have been utilizing funds or similar vehicles rather than choosing individual securities as a growing trend for decades. Learn the "basics" on how to oversee the management of your portfolio! ONE DAY WORKSHOP.

     
 

  • ELDERCARE MEDICAL COSTS
  • Fee: $50.00
    Dates: 6/24/2025 - 6/24/2025
    Times: 7:00 PM - 9:00 PM
    Days: Tu
    Sessions: 1
    Instructor:
    This course will discuss strategies and the importance of planning ahead to protect hard earned assets in the face of rising non-insured, nursing home, assisted living and personal medical eldercare costs.

     
 

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