Sign In  |  View Cart  |    |  Help  |  
Return to Course Catalog

Workshops > Personal Finances

Personal Finances   

 
  • Business Building Bootcamp - Start Your Next Income Stream
  • Fee: $69.00
    Dates: 10/9/2023 - 10/23/2023
    Times: 6:00 PM - 8:00 PM
    Days: M
    Sessions: 3
    Building: Peoria Campus - Hickory Hall
    Room: Hickory 108
    Instructor: Brain Kearney
     Show More

 

  • How to Buy a House
  • Fee: $25.00
    Dates: 6/10/2023 - 6/10/2023
    Times: 10:00 AM - 12:00 PM
    Days: Sa
    Sessions: 1
    Building: Peoria Campus
    Room: Hickory Hall 105
    Instructor: Greg McCoy
     Show More

 

  • How to Buy a House
  • Fee: $29.00
    Dates: 9/16/2023 - 9/16/2023
    Times: 10:00 AM - 12:00 PM
    Days: Sa
    Sessions: 1
    Building: Peoria Campus
    Room: Hickory Hall 105
    Instructor: Greg McCoy
     Show More

 

  • How to Sell Your House
  • Fee: $25.00
    Dates: 6/17/2023 - 6/17/2023
    Times: 10:00 AM - 12:00 PM
    Days: Sa
    Sessions: 1
    Building: Peoria Campus
    Room: Hickory Hall 105
    Instructor: Greg McCoy
     Show More

 

  • How to Sell Your House
  • Fee: $29.00
    Dates: 9/23/2023 - 9/23/2023
    Times: 10:00 AM - 12:00 PM
    Days: Sa
    Sessions: 1
    Building: Peoria Campus
    Room: Hickory Hall 105
    Instructor: Greg McCoy
     Show More

 

  • Passing Assets to the Next Generation
  • Fee: $10.00
    Dates: 10/3/2023 - 10/3/2023
    Times: 6:00 PM - 8:00 PM
    Days: Tu
    Sessions: 1
    Building: Peoria Campus - Hickory Hall
    Room: Hickory 105
    Instructor: Daryl Dagit
     Show More

 

  • Retirement Planning Today
  • Fee: $50.00
    Dates: 10/17/2023 - 10/24/2023
    Times: 6:30 PM - 8:30 PM
    Days: Tu
    Sessions: 2
    Building: Online
    Room: Zoom
    Instructor: Jay Goldstein, Jeffrey Bailey, Jayme Bailey
     Show More

    Zoom Class. Participants will need a computer with Internet access, webcam, and microphone to join the Zoom meeting during the class. Zoom meeting information will be sent via email before the class starts.
 

  • The Institute for Financial Education Workshops
  • Fee: $0.00
    Dates: 6/1/2023 - 6/1/2023
    Times: 6:30 PM - 7:30 PM
    Days: Th
    Sessions: 1
    Building: Peoria Campus
    Room: Hickory Hall 108
    Instructor:
     Show More

    IRA, TSP and 401K Rollovers

    • Consolidating assets
    • Accessing your retirement accounts for current needs
    • Saving/avoiding taxes • Leaving IRA’s behind/stretch IRAs
    • IRA, 401K, 403B, 457: What’s the Difference?
    • Roth vs. Traditional
    • How to Access Money Before Age 59.5
    • Estate Planning with IRAs

    Instructor: Bernie Wrezinski 

 

  • The Institute for Financial Education Workshops
  • Fee: $10.00
    Dates: 10/17/2023 - 10/24/2023
    Times: 6:00 PM - 7:30 PM
    Days: Tu
    Sessions: 2
    Building: Peoria Campus
    Room: Hickory Hall 131
    Instructor:
     Show More

    Retirement University

    An all-inclusive 2-part series on Retirement and Tax Planning Strategies. Ready or not, retirement is getting closer. Start being mindful of the future and discover what you need to know to retire responsibly. In this class we will look closer at the impact of recent tax and retirement rule changes and help you become familiar with social security income planning strategies, taking your current expenses and income stream into consideration. Discuss relevant topics like Medicare coverage and long-term care and get an introductory look at tax efficient legacy planning and wills and trusts. Leave with more knowledge and confidence about your retirement security.
    Instructor: Bernie Wrezinski

 

  • Wealth Creation Today
  • Fee: $59.00
    Dates: 9/28/2023 - 10/5/2023
    Times: 6:30 PM - 8:30 PM
    Days: Th
    Sessions: 2
    Building: Peoria Campus
    Room: Hickory Hall 103
    Instructor: Jay Goldstein, Whitney Goldstein
     Show More