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This is a comprehensive course combining parts of separate courses previously presented. This class is designed to provide beginning knowledge of the Stock Market, Bond Market, Options, Annuities, and Investment Real Estate. This is a class for beginners wanting to learn the fundamentals.
On Campus Session
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Discover how to make the most of your Health Savings Account (HSA)! This lecture covers how HSAs work, tax advantages, distribution planning, and strategies for managing and investing HSA funds. Real-world examples and case studies will help you apply what you learn. Perfect for anyone looking to take control of healthcare costs and build financial resilience.
Online Zoom Session
- Section Code: F26SSFFIN039A
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Instructor: Bonnie Moseley
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Dates: 4/15/2026 - 4/15/2026
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Times: 11:00 AM - 12:30 PM
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Sessions: 1
Days: W
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Building: Online Class
Room: Zoom
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The most complex aspect of marketing is understanding the heart and mind of YOU the consumer. If consumer behavior was easy to predict, then all products would sell as well as projected. In actuality, we as consumers are frustrating, irrational, and difficult to predict. This course provides insights into why you make the purchase decisions you do and how brands influence your decisions.
On Campus Session
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This course is full. If you would like to be added to the waitlist, click the Add to Waitlist button.
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!
On Campus Session
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Too often, one partner handles the household finances while the other stays in the dark--until life throws a curveball. This class is designed for spouses who haven't been actively involved in managing money but want to build confidence, clarity, and control. Whether your partner handles the bills, investments, or budgeting, you'll learn how to step in, ask the right questions, and prepare for the unexpected. Through real-life scenarios, simple tools, and supportive guidance, we'll cover:
* What every spouse should know about household finances
* How to locate and understand key accounts, documents, and passwords
* Basics of budgeting, banking, insurance, and retirement planning
* What to do financially if your spouse becomes ill or passes away
* How to start financial conversations without conflict or confusion
Who Should Attend: Spouses who want to feel more secure, informed, and empowered--whether you're newly married, retired, or somewhere in between. No prior financial knowledge required.
On Campus Session
- Section Code: F26SSFFIN037A
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Instructor: Bonnie Moseley
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Dates: 4/2/2026 - 4/9/2026
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Times: 11:00 AM - 12:30 PM
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Sessions: 2
Days: Th
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Building: Secrest Wible
Room: 119
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Learn how to create a lasting impact through your estate plan while maximizing tax benefits. This class explores smart strategies for charitable giving, including gifts through wills, trusts, retirement accounts, appreciated assets, and qualified charitable distributions (QCDs). Discover how planned giving can reduce federal and estate taxes as well as capital gains tax, possibly create a lifetime income for you, provide for loved ones, and support the nonprofits you care about most. Perfect for anyone interested in aligning their financial and philanthropic goals. No prerequisites required.
On Campus Session
- Section Code: F26SSFFIN034A
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Instructor: Melissa Villegas
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Dates: 4/21/2026 - 4/21/2026
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Times: 9:00 AM - 10:30 AM
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Sessions: 1
Days: Tu
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Building: Secrest Wible
Room: 119
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Learn the basics of land titles and of title insurance from its origin in 1874 to today. Gain an understanding of how title companies work to prevent claims and losses--and why. Explore unexpected things that often come up before or during a transaction. Learn why title companies sometimes require unexpected people to sign documents. Along the way listen to stories about what can go wrong even when everyone does everything right.
On Campus Session
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What makes a third generation of financially successful families succeed? And, as important, what missteps to avoid.
Online Zoom Session
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This course is full. If you would like to be added to the waitlist, click the Add to Waitlist button.
Smart tax and estate planning can make all the difference in protecting your income, reducing stress, and leaving a lasting legacy. In this course, you’ll learn how taxes impact retirement income, what recent law changes mean for you, and how to ensure your estate plan reflects your wishes. We’ll cover everything from Roth IRA conversions and Social Security taxation to wills, trusts, and charitable giving.
By attending, you will know how to:
• Manage retirement income and cash flow in a tax-efficient way.
• Understand the essentials of wills, trusts, and the probate process.
• Create or update an estate plan that protects your legacy and loved ones.
The Stayton
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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
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This course is full. If you would like to be added to the waitlist, click the Add to Waitlist button.
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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