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- How to Sell Your House
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Whether you are thinking about downsizing or just looking for a change of address, this seminar will provide the basic information needed to sell your current house. Topics covered: the best and worse times to sell, understanding the market, determining a reasonable listing price, advertising, disclosures, showings, negotiating a contract, inspections, appraisals, problems that may arise, and closing on the house.
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- Retirement Planning Today - Virtual Class Offering
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This class explains how to keep more of what you earn and make your money work harder for you. Whether you are just beginning to develop a retirement plan or you are rapidly approaching retirement, you should enroll in this course. You will learn how to define long-term goals and gain practical information you can apply immediately. The course includes a 224-page illustrated textbook. You may bring a spouse or guest at no additional charge.
Upon completion of this course, you will be able to determine how much money you will need in retirement, create a plan to increase your financial stability throughout retirement, help minimize taxes for yourself and loved ones, plan for retirement during market volatility, and more.
This course is taught by Jay Goldstein, Jeff Bailey, and Jayme Bailey. All are financial advisors with Robert W. Baird.
Virtual Class Offering. You will need a computer with Internet access, a webcam, and a microphone to join the Zoom meeting during the class. Zoom meeting information will be sent via email before the class starts. All attendees will receive a digital textbook.
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- Coin and Currency Collecting
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Discover the fascinating world of U.S. coin and currency collecting! Novice collectors will receive expert tips on getting started, currency identification, and how to sell a coin collection you may have inherited. Led by a long-time collector, discussions will cover types of collecting, how to build a collection on a budget, and responsible ways to dispose of coins.
Bring a coin to class that you’re curious about—hands-on learning makes this class both informative and fun! You’ll gain practical knowledge to help you avoid common pitfalls and make informed decisions. Whether you're pursuing a new hobby or managing a family inheritance, this course offers something valuable for everyone.
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- Wealth Creation Today
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Nearly every successful professional could benefit from increased financial fluency. This personal finance course for professionals ages 35-50 uses a comprehensive, unbiased approach to deliver rewards over a lifetime. Topics will include life and wealth planning, barriers to wealth accumulation, tax-advantaged investment vehicles, managing family finances, and investment strategies. A spouse or guest may attend at no additional charge.
By taking this course, you will get answers to your wealth planning questions, learn how to align financial decisions and goals, gain tools and strategies for greater financial fluency, learn practical strategies for reaching your financial goals, and more.
This course is taught by Whitney Goldstein and Jay Goldstein. Both are financial advisors with Robert W. Baird.
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