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A lesson on collecting coins and paper currencies for investment and heritance purposes.
Trinity Terrace
- Section Code: F24FSFHCR069A
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Instructor: Patrick Massie
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Dates: 12/4/2024 - 12/4/2024
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Times: 11:00 AM - 12:30 PM
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Sessions: 1
Days: W
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Building: Trinity Terrace
Room: Meeting Room
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Explore blockchain, cryptocurrencies, DeFi, and innovation in banking; understand impacts, explore innovations, and predict future trends; and gain insights into the integration and evolution of technology in finance.
Online Zoom Session
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Beneficiary Designations play a critical part of our Estate Plans. Done improperly beneficiary designations can create chaos in our plans - done well, beneficiary designations can protect our estate plans and enhance the benefit to our heirs. Participants will learn to evaluate current beneficiary designations and make changes where indicated.
On Campus Session
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We will look at Real Estate investing and compare it to investments in Stocks, Bonds, and Annuities. What are the pros and cons and what are available options to individuals to invest in Real Estate.
On Campus Session
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An introduction to fundamental concepts for making investment decisions in residential real estate assets.This course will focus on the basic building blocks and the "micro" level of RE investment (individual properties and deals as opposed to "macroâ" level portfolios). Participants will be guided through the entire RE investment process from start to finish: Identifying candidate properties, financing, negotiations & purchase, rehabilitation/renovation, finding and managing tenants and/or selling (flipping) properties.
On Campus Session
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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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Turning 65 brings new opportunities regarding your healthcare. This lecture will help you understand the ABC's of Medicare. It will also provide you with information regarding the Medicare process from the beginning to end.
On Campus Session
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We will look at each type of annuity contracts--how they work, what role they play in a comprehensive financial plan and how are they taxed. Also, we will talk about how they are transferred at death.
On Campus Session
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Understanding Non-Profit Financial Statements
On Campus Session
This lecture will be a brief overview of the financial statements of a typical IRS 501(c)(3) charitable organization. Even though the accounting principles are mostly the same as for corporations, the accounting rules, and hence the financial reports, are different in several ways. Understanding the financial statements is one step toward assurance that your charitable contributions are being used as you intended.
Section Code: F24FSFFIN024A
Dates: 10/30/2024 - 10/30/2024 Times: 11:00 AM - 12:30 PM
Sessions: 1 Days: W
Instructor: Lew Woodard
Capacity Remaining: 30
Fee: $0.00
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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.
On Campus Session
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