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Catalog > Community Ed - Prescott > Finance, Investments & Retirement

Finance, Investments & Retirement   

  • The Basics of Estate Planning
  • Item: PCE-SU25-112
    Tuition: $45.00
    Days: M     Dates: 7/28/2025 - 7/28/2025
    Sessions: 1     Times: 2:00 PM - 4:00 PM     
    Room: 269     Building: Prescott Bldg 3       
    Enroll Min: 4    Remaining Seats: 18
    Instructor: John Farmer
    This class will unpack the three pillars of estate planning:  Financial Planning, Tax Planning, and Beneficiary Planning.  You will understand the basic concepts of how your estate transfers when you pass away.  Attendees will examine the critical nuances of estate planning and key principals of trusts, wills, probate, power of attorney, etc. and much more!
 

  • Planned Giving: Bequests, Gift Annuities, Trusts, Donor-Advised Funds, and Other Gift Vehicles
  • Item: PCE-SU25-106
    Tuition: $45.00
    Days: W     Dates: 7/9/2025 - 7/23/2025
    Sessions: 3     Times: 2:00 PM - 4:00 PM     
    Room: 269     Building: Prescott Bldg 3       
    Instructor: John Farmer
    Class is already in session.  Registration for this class is closed.
    This class is for individuals and / or non-profited interested in making a planned gift or developing a planned giving program. America is midstream in the largest inter-generational wealth transfer in it's history. This course will concentrate on the different aspects of planned giving instruments, including diving deeper into specific gift vehicles like bequests, charitable gift annuities, and trusts, providing detailed information on their structure, benefits, and legal considerations. Practical application will include several case studies or and examples that allow learners to apply their knowledge to real-world scenarios.
 

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