Stock Market and You
Money Strategies for Estate Planning Wills, Revocable Wills, Living Trusts, Powers of Attorney, TOD and POD, the dangers of joint tenancy, life insurance, gifts to minors, avoiding probate, estate taxes, family business concerns and more. Taught by local attorney Jim Borchers. 10/21-10/28 M 6:30-9p
Why do rising interest rates or a falling dollar impact your investments? What about unemployment or new housing starts? Class will help you understand these items and how to integrate with your portfolio. What makes it go up and down and how does it affect your life and your retirement? 10/2-10/16 W 7-9:30p $45
$35
NEW! Understanding Income Tax Retirement Planning Today Learn financial education and life planning to build wealth, align your money with your values and achieve your retirement lifestyle goals. Course includes 235-page book. Couples may attend together for single registration fee. 9/25-10/2 10/1-10/8
W 6:30-9:30p $59 T 6:30-9:30p $59
11/7-11/21 Th 6:30-8:30p $49
NEW! Women and Money: Taking Control of Your Finances
Stock Market for Beginners A workshop for people who know nothing about the stock market. Review the basics of stock terminology and the world of the stock market. 9/18-9/25 W 7-9:30p $35
How and When to Sell a Stock Rules and guidelines the professionals use to earn consistent returns. This is a semi-advanced class that will benefit all levels of investment knowledge. 12/4
Are income taxes a little confusing? Gain strategies to maximize your refund by identifying hidden deductions. Learn about the complex tax laws, with emphasis on self-employed and the child tax credits. Discuss the pros and cons of self-preparing your taxes versus paying a tax professional.
Women have financial needs that are unique to their situation in life whether it is buying a home, saving for education, going through an unexpected divorce, death of a spouse or planning for retirement. It is important to understand your overall financial position and how to proceed to make good financial decisions for yourself and your loved ones. This course provides the ability to contrast and implement a plan, to focus on your goals and understand what it takes to reach them. 10/7
M 6:30-8:30p $25
W 7-9:30p $19
Financial ABC’s of Conservative Retirement Planning
Stock Analysis – Chart Reading Learn about innovative market analysis, trend changes and sector rotation through simple fundamental and technical knowledge and recognition. 11/13-11/20 W 7-9:30p
$35
Investment Portfolio Construction Learn how to buy and sell stocks, mutual funds and options. Discover the what and when for buying and selling, how to avoid that next big crash and how to get back in early enough. 10/30-11/6 W 7-9:30p $35
Gain a fundamental working knowledge of the principles of conservative retirement planning. Discover varied aspects, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting and aspects of financial decisions using the ABC Planning Model. Increase your awareness of risk in the markets as well as possible asset allocation models to help manage exposure to risk. All workbook materials included. 10/10-10/24 Th 6:30-8:30p $75 11/1-11/15 F 10a-noon $75
STCHAS.EDU/LEARNFORLIFE | 636-922-8233
24