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A straightforward, jargon-free introduction to bitcoin tailored for seniors. Discover what bitcoin really is (digital money without banks), why it's gaining attention as sound money and a hedge against inflation, and where this technology is headed—including its potential role in retirement and financial security.
Topics include:The basics of how Bitcoin works
Why it differs from traditional money and fiat currency
Real-world benefits and risks for everyday people
Simple next steps to explore safely
No prior tech or finance knowledge required - just curiosity!
On Campus Session
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Bitcoin was the first of many cryptocurrencies. It’s based on some cryptographic concepts and a technology called blockchain. The first lecture will discuss what cryptocurrencies are and their possible advantages and disadvantages, using bitcoin as an example. It will describe the underlying technology in a very elementary way, and it will be a repeat of a class that the instructor gave before. The second lecture will extend this discussion to stablecoins and Ethereum, a cryptocurrency with some features that bitcoin doesn’t have. This will NOT be an investment seminar or a “how to” seminar. The instructor finds the technology and the economics of cryptocurrency to be very interesting, but he has not invested in any cryptocurrency and has no intention of doing so.
On Campus Session
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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!
On Campus Session
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Planning with Purpose: Financial Priorities at Every Stage of Life is an educational class designed to help you understand what financial planning actions matter most at each phase of life, and how to make confident decisions no matter where you are on your journey.
This class focuses on practical guidance, not one‑size‑fits‑all advice.
Throughout the discussion, we emphasize intentional planning—helping you understand why certain strategies matter now, and what to start thinking about next.
Trinity Terrace
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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.
On Campus Session
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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!
Trinity Terrace
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How do families preserve wealth, engagement, and purpose across multiple generations?
Whether a family continues to operate a business or manages investments through a family office, long-term success requires more than financial performance alone. It requires intentional governance, clear guidelines, adaptive investment structures, and healthy relationship practices.
In this four-week seminar, we will explore the frameworks families have used over time to sustain capital, strengthen trust and prepare the next generation. Through discussion and real-world examples, participants will gain insight into how successful family enterprises balance stewardship, leadership, and legacy.
On Campus Session
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The Enhanced Subsidies are gone! Many are having to choose between Healthcare, food, or a roof over their heads. Less expensive alternatives are available. Perhaps one spouse needs a few months until signing up for Medicare or between jobs. We'll talk about Short Term Plans, Indemnity Plans, Cancer/Stroke/Critical Care and Accident plans as well, for you or loved ones. Pros and cons of all. Come explore options!
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†MS Word 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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