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Workshops > Personal Finances

Personal Finances   

  • Coin and Currency Collecting
  • Fee: $35.00
    Dates: 7/24/2025 - 7/24/2025
    Times: 2:00 PM - 4:30 PM
    Days: Th
    Sessions: 1
    Building: Peoria Campus
    Room: Hickory Hall 105
    Instructor: Rick Farmer

    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.


 

  • Fundamentals of Retirement
  • Fee: $35.00
    Dates: 7/30/2025 - 7/30/2025
    Times: 6:00 PM - 8:00 PM
    Days: W
    Sessions: 1
    Building: Peoria Campus - Hickory Hall
    Room: Hickory 103
    Instructor: Mark Hunt
    Do you often think "I'll never be able to retire?" Do you believe that you are too "broke" to start putting money away for retirement? Is your plan at work sufficient and are you putting the money away in the "right" places? Have you ever thought that you can't "afford to lose any money in the stock market?" In this class, you will learn the fundamentals of starting and planning for your retirement. Learn the difference between a Roth and a Pre-Tax investment and how they are affected by taxes. Learn the tax brackets and how to minimize your tax bite. However, money is only one aspect of retirement planning. This course blends financial education with life planning to help build your wealth, align your money with your values, and achieve your retirement lifestyle goals.

 

  • Keep More of What you Earn with a Budget
  • Fee: $35.00
    Dates: 8/21/2025 - 8/21/2025
    Times: 6:00 PM - 8:00 PM
    Days: Th
    Sessions: 1
    Building: Peoria Campus - Hickory Hall
    Room: Hickory 103
    Instructor: Mark Hunt
    Most people think budgeting is like a harsh diet. It's not about doing without the things you enjoy, it's about learning the importance of identifying cash flow within a flexible and personalized budget. Creating a realistic budget doesn't have to be painful! This is a fundamental class in documenting your expenses, learning to track with or without personal budgeting software, and working together as a family to achieve common financial goals. You might even find that you can start or increase your retirement savings! Take control of your money and avoid letting your money take control of you!

 

  • Shopping and Understanding your Auto and Home Insurance
  • Fee: $35.00
    Dates: 9/10/2025 - 9/10/2025
    Times: 6:00 PM - 8:00 PM
    Days: W
    Sessions: 1
    Building: Peoria Campus - Hickory Hall
    Room: Hickory 103
    Instructor: Mark Hunt

    Are you getting the best possible value from an insurance company? Will that company honor a claim? How do you get a great price when there are so many insurance terms to understand? Do you have too much or too little coverage? Why does your credit matter? Shopping insurance should be an annual event to ensure you are getting proper coverage from a solid company at a reasonable price. The insurance market is volatile and becoming a savvy shopper will help you understand your policy and put you in the driver's seat when shopping for auto, home, or renters quotes.


 

  • How to Buy a House
  • Fee: $35.00
    Dates: 9/13/2025 - 9/13/2025
    Times: 10:00 AM - 12:00 PM
    Days: Sa
    Sessions: 1
    Building: Peoria Campus
    Room: Hickory Hall 103
    Instructor: Greg McCoy

    Buying your first house can seem a little overwhelming. This seminar will provide the basic information a consumer needs to buy a house, with special attention given to the first time buyer. The complete process will be covered, including getting (and staying) pre-approved for a loan, searching for the right house, negotiating a contract, earnest money, inspections, appraisals, disclosures, and closing on the house.


 

  • How to Sell Your House
  • Fee: $35.00
    Dates: 9/20/2025 - 9/20/2025
    Times: 10:00 AM - 12:00 PM
    Days: Sa
    Sessions: 1
    Building: Peoria Campus
    Room: Hickory Hall 103
    Instructor: Greg McCoy

    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.


 

  • Retirement Planning Today
  • Fee: $75.00
    Dates: 10/7/2025 - 10/14/2025
    Times: 6:30 PM - 9:00 PM
    Days: Tu
    Sessions: 2
    Building: Peoria Campus - Hickory Hall
    Room: Hickory 103
    Instructor: Jay Goldstein, Jeffrey Bailey, Jayme Bailey

    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. A spouse or guest may attend 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.


    Hybrid Class Offering. If attending virtually, 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. If attending in person, please bring a pen and paper to take notes. All attendees will have the option to receive either a digital copy or a physical copy of the textbook. You will make your selection at the time of registration.
 

  • The World of Investments
  • Fee: $35.00
    Dates: 10/15/2025 - 10/15/2025
    Times: 6:00 PM - 8:00 PM
    Days: W
    Sessions: 1
    Building: Peoria Campus - Hickory Hall
    Room: Hickory 103
    Instructor: Mark Hunt

    Get introduced to the vast world of investing and unravel its inner workings. Explore common types of investments and accounts and discover your best investment options. Get your specific questions answered during this interactive and engaging session. Retirement accounts and traditional non-retirement investments will be discussed.


 

  • Wealth Creation Today
  • Fee: $85.00
    Dates: 10/21/2025 - 10/28/2025
    Times: 6:30 PM - 8:30 PM
    Days: Tu
    Sessions: 2
    Building: Peoria Campus
    Room: Hickory Hall 103
    Instructor: Jay Goldstein, Whitney Goldstein

    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.


 

  • Understanding the Basics of Life Insurance
  • Fee: $35.00
    Dates: 11/18/2025 - 11/18/2025
    Times: 6:00 PM - 8:00 PM
    Days: Tu
    Sessions: 1
    Building: Peoria Campus - Hickory Hall
    Room: Hickory 103
    Instructor: Mark Hunt

    If you have group life insurance through work, is that enough to protect your family? How much is too much and is the group cost actually priced better than an individual plan you could get from the internet or your local agent? Learn the most common types of life insurance and what is best for your specific need. In this course you will see how life insurance can help with retirement planning and identify which companies will be there decades from now when you have a claim. Learning the basics of life insurance will make you a knowledgeable and savvy consumer. You will learn the importance of an accurate illustration and how expensive life insurance can or cannot be.


 

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