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If you dropped dead tomorrow would your next of kin be prepared to manage your last wishes, home, possessions, online accounts, assets, finances. Or will they be digging into file cabinets, junk drawers, or stacks of paper? Or hack into your phone, computer or call a psychic to find all the things you forgot to list. This class in how to organize all your next of kins needs to know. There are many systems out there- we will find what works for you. Fun filled class since most people have put this off- until it's too late!
The Stayton
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We will expose many of the misconceptions about investing and help you build the knowledge so you can have an investment strategy that is founded on academic evidence and driven by data. We'll discuss toxic financial information, financial planning, how/what/when to invest, unnecessary and excessive fees, and paying the least amount of tax possible. Wealth, financial health and the pursuit of happiness! Suggested text: Financial Detox®: How To Steer Clear of Toxic Advice, Achieve Financial Independence, and Manage Your Wealth for Maximum Impact, Author Jason Labrum ISBN-10: 1599325705 (available on Amazon)
On Campus Session
- Section Code: F25FSFFIN027A
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Instructor: Bonnie Moseley
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Dates: 10/16/2025 - 11/6/2025
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Times: 11:00 AM - 12:30 PM
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Sessions: 4
Days: Th
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Building: Secrest Wible
Room: 119
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This lecture will cover many of the most pressing issues for retirees. We'll cover Tax Rate Risks, Retirement Income Planning, Maximizing Social Security, Retirement Distribution Pitfalls and Why Losses During Retirement Matter. Be the master of your retirement!
On Campus Session
- Section Code: F25FSFFIN031A
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Instructor: Ryan Cowley
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Dates: 11/14/2025 - 11/14/2025
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Times: 11:00 AM - 12:30 PM
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Sessions: 1
Days: F
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Building: Annie Richardson Bass
Room: 1004
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Financial Planning is geared to get you to retirement. Once you have arrived at retirement, what are some of the obstacles that you may encounter. The lecture will provide tips for getting past those obstacles. Now that you are retired what are some of the key financial areas that can be challenges to surviving in an ever changing financial environment. Also, covering some of the advantages that you may not realize are available to you in retirement.
Online Zoom Session
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Do you know the ins and outs of Tax and Estate Planning? Learn about Roth IRA conversions, taxation of Social Security, how to manage cash flow for tax efficiency, wills vs. trusts, the probate process and more.
On Campus Session
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Downsizing can feel overwhelming, but with the right plan, it can lead to a future with less stress and more freedom. This course provides a step-by-step approach to navigating the emotional and logistical aspects of a downsizing move. Whether you're considering a move now or planning for the future, this course will give you the tools, strategies, and confidence to take the next steps. Each week, we'll cover key topics, including: Understanding the Downsizing Process & Creating a Plan; Sorting, Decluttering, and Making Decisions; Housing Options & Preparing for the Move. Join us for this informative and practical course designed to help you downsize with clarity and ease. Recommended text: The Ultimate Guide to Downsizing, Ingrid and John Sullivan, ISBN 1973968916, Available on Amazon.com
On Campus Session
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Learn the basics of what a "Put" and "Call" option is and how they work and can be used.
On Campus Session
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If something happens to you, will your family, Power of Attorney (POA) or the Executor of your estate know how to handle your affairs? We will go over a list of items that your POA/Executor needs to know to find documents, pay bills, handle assets, etc. A “template” MSWord document will be provided that can be used to create an “Emergency Document” with everything that will be needed by someone that needs to step in and take over your accounts. Discussion will include 1) what needs to be addressed NOW, and 2) what nightmares can occur if this information is not readily available to the person you have asked to be your POA or the executor of your estate.
Stevenson Oaks
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