Foundations of Investing
Are you just getting started with personal investing or want to learn more so that
you can better communicate with your current financial advisor? Come learn about the
basics of investing including: the key features of bonds; stocks and mutual funds;
the investment pyramid and the importance of asset allocation; how to set SMART financial
goals; risk tolerance and the portfolio objective that is right for you; and the impact
of inflation and tax diversity on your long-term goals. Senior discount does not apply.
FINC:705 | $39
S01 | Th 6:30-9 p.m. | Margie Bittner
July 12 – July 19 | MC - SO 205
Understanding Wall Street
Understanding how stocks, bonds, mutual funds and the various financial vehicles of
Wall Street function is essential to a solid financial backbone. Learn what these
vehicles are, how they work, and separate “fact from fiction” when it comes to “fueling”
your retirement fire. Discussion will include how these items work and how the taxes
and fees woven into these vehicles can affect your bottom line. You will get an overview
of : Stocks, bonds, and mutual Funds - What’s the difference?; Tax considerations
- the ultimate loophole; Understanding fees; Common financial myths; Overcoming obstacles
to creating wealth; Exit strategies - How these vehicles can affect your legacy. Senior
discount does not apply.
FINC:765 | $19
S01 | W 6:30-8 p.m. | Andrew Hall
July 11 | FP - G Tower 115
S03 | W 6:30-8 p.m. | Andrew Hall
June 27 | MC - SO,107
Identify Theft: Current Scams and How to Avoid Them
Protect yourself from becoming a victim in one of the fastest growing crimes in America
- identity theft! Join private investigator, Cheryl Ring, as she discusses the latest
cons including IRS, debt collector, working from home scams and how to avoid them.
Learn how to protect yourself and your loved ones, what to do if you become a victim
and ways to clear your name. Discussion will also include the traits of sociopaths
and scammers and stories from her case log of 26 years in the investigation field.
Cost for adults 60 and over $20.00. Room MC-SO107.
FINC:765 | $25 | SR $20
S02 | Tu 6:30-8:30 p.m. | Cheryl Ring
June 12 | MC - SO 107
At the time of registration, adults 60 years and older may enroll in select courses for the reduced fee shown as the "SR" price. Reduction will be calculated at check-out in the online system.