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Workshops > Financial

Financial   

 

  • How to Buy a House
  • Fee: $25.00
    Dates: 3/12/2022 - 3/12/2022
    Times: 10:00 AM - 12:00 PM
    Days: Sa
    Sessions: 1
    Building: Hickory Hall
    Room: Hickory 105
    Instructor: Greg McCoy
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  • How to Sell Your House
  • Fee: $25.00
    Dates: 3/19/2022 - 3/19/2022
    Times: 10:00 AM - 12:00 PM
    Days: Sa
    Sessions: 1
    Building: Hickory Hall
    Room: Hickory 105
    Instructor: Greg McCoy
     Show More

 

  • Landlording 101
  • Fee: $50.00
    Dates: 5/10/2022 - 5/12/2022
    Times: 6:00 PM - 9:00 PM
    Days: Tu Th
    Sessions: 2
    Building: Hickory Hall
    Room: Hickory 105
    Instructor: Ryan Curtis
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  • Retirement Planning Today
  • Fee: $50.00
    Dates: 2/15/2022 - 2/22/2022
    Times: 6:30 PM - 8:30 PM
    Days: Tu
    Sessions: 2
    Building: Online
    Room: Online
    Instructor: Jay Goldstein, Jeffrey Bailey, Jayme Bailey
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    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.

 

  • Retirement Planning Today
  • Fee: $50.00
    Dates: 2/17/2022 - 2/24/2022
    Times: 6:30 PM - 8:30 PM
    Days: Th
    Sessions: 2
    Building: Online
    Room:
    Instructor: Jay Goldstein, Jeffrey Bailey, Jayme Bailey
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    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: 2/8/2022 - 2/8/2022
    Times: 6:00 PM - 7:00 PM
    Days: Tu
    Sessions: 1
    Building: Online
    Room: Online
    Instructor:
     Show More

    The Institute for Financial Education: Financial Fitness

    • Cash flow management

    • Basics of tax planning

    • Creating a financial road map

    • Introduction to estate planning

    • Overcoming obstacles to creating wealth

    Instructor – Tyler Wrezinski

    The platform is GoToMeeting. Please click into the link below. You will register on the page and receive the class information. You will also receive a webinar reminder one day before the class begins.

    https://register.gotowebinar.com/register/649941532728186381

 

  • The Institute for Financial Education Workshops
  • Fee: $0.00
    Dates: 2/28/2022 - 2/28/2022
    Times: 6:00 PM - 7:00 PM
    Days: M
    Sessions: 1
    Building: Online
    Room: Online
    Instructor:
     Show More

    Federal Benefits 101

    • Why and what federal employees need to plan for

    • Basic options for insurance • How to calculate my pension

    • Retirement eligibility guidelines

    • Common mistakes made in the TSP

    Instructor – Tyler Wrezinski

    The platform is GoToMeeting. Please click into the link below. You will register on the page and receive the class information. You will also receive a webinar reminder one day before the class begins.

    https://register.gotowebinar.com/register/7828111990756997901

 

  • The Institute for Financial Education Workshops
  • Fee: $0.00
    Dates: 3/15/2022 - 3/15/2022
    Times: 6:00 PM - 7:00 PM
    Days: Tu
    Sessions: 1
    Building: Online
    Room: Online
    Instructor:
     Show More

    Medicare Basics: What you need to know

    • Medicare Parts A/B

    • Different plans/supplements that are available

    • Individual part coverage • How to navigate Medicare Part D

    • Financial responsibility under Medicare

    Instructor – Karson Lueck

    The platform is GoToMeeting. Please click into the link below. You will register on the page and receive the class information. You will also receive a webinar reminder one day before the class begins.

    https://register.gotowebinar.com/register/1999797664497969421

 

  • The Institute for Financial Education Workshops
  • Fee: $0.00
    Dates: 3/29/2022 - 3/29/2022
    Times: 6:00 PM - 7:00 PM
    Days: Tu
    Sessions: 1
    Building: Online
    Room: Online
    Instructor:
     Show More

    Ten Steps to Financial Freedom

    • Find your net income

    • Calculate expenses and profit

    Set financial goals

    • Create a budget

    • Shift from credit to cash

    • Know the difference between investment and expense

    Instructor – Karson Lueck

    The platform is GoToMeeting. Please click into the link below. You will register on the page and receive the class information. You will also receive a webinar reminder one day before the class begins.

    https://register.gotowebinar.com/register/6563675817838148621

 

  • The Institute for Financial Education Workshops
  • Fee: $0.00
    Dates: 4/12/2022 - 4/12/2022
    Times: 6:00 PM - 7:00 PM
    Days: Tu
    Sessions: 1
    Building: Hickory Hall
    Room: Hickory 105
    Instructor:
     Show More

    Social Security Planning 101

    • Understanding the basics of Social Security

    • How to optimize your benefits

    • Advantages of applying after full retirement age

    • How are your benefits calculated?

    • How cost-of-living adjustments affect your Social Security

    Instructor – Tyler Wrezinski

    On Campus Class

 

  • The Institute for Financial Education Workshops
  • Fee: $0.00
    Dates: 4/26/2022 - 4/26/2022
    Times: 6:00 PM - 7:00 PM
    Days: Tu
    Sessions: 1
    Building: Hickory Hall
    Room: Hickory 105
    Instructor:
     Show More

    :Freedom + Trusts = Security - Power of Wills and Trusts

    • Dealing with death and estate taxes

    • Wills and trusts

    • Probate and your estate

    • Choosing an executor

    • Lifetime giving exclusion

    • Unlimited marital deduction

    • Tax-free inheritance

    Instructor – Tyler Wrezinski

    On Campus Class

 

  • Wealth Creation Today
  • Fee: $50.00
    Dates: 3/22/2022 - 3/29/2022
    Times: 6:30 PM - 8:30 PM
    Days: Tu
    Sessions: 2
    Building: Hickory Hall
    Room: Hickory 103
    Instructor: Jay Goldstein, Whitney Goldstein
     Show More

 

  • Wealth Creation Today
  • Fee: $50.00
    Dates: 3/24/2022 - 3/31/2022
    Times: 6:30 PM - 8:30 PM
    Days: Th
    Sessions: 2
    Building: Hickory Hall
    Room: Hickory 103
    Instructor: Jay Goldstein, Whitney Goldstein
     Show More

 

  • Who Needs Estate Planning
  • Fee: $25.00
    Dates: 3/16/2022 - 3/16/2022
    Times: 6:00 PM - 8:00 PM
    Days: W
    Sessions: 1
    Building: Hickory Hall
    Room: Hickory 105
    Instructor: Daryl Dagit
     Show More