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- Planned Giving: Bequests, Gift Annuities, Trusts, Donor-Advised Funds, and Other Gift Vehicles
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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
Enroll Min: 4 Remaining Seats: 16
Instructor: John Farmer
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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- Retirement Planning Today
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Item: PCE-SU25-109
Tuition: $55.00
Days: Tu Dates: 7/15/2025 - 7/22/2025
Sessions: 2 Times: 6:00 PM - 9:00 PM
Room: 269 Building: Prescott Bldg 3
Enroll Min: 4 Remaining Seats: 29
Instructor: David Edmisten, CFP®
Plan for retirement, organize finances, & develop a personalized plan that empowers you to reach your long-term goals. Topics: how to best calculate savings needed, employer retirement plans & how to maximize their potential, understanding taxes & how to utilize them to save money, managing investment risks, and more - in this 2-day class. $55 single/$20 for 2nd family member.
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- The Basics of Estate Planning
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Item: PCE-SU25-111
Tuition: $45.00
Days: M Dates: 6/23/2025 - 6/23/2025
Sessions: 1 Times: 2:00 PM - 4:00 PM
Room: 269 Building: Prescott Bldg 3
Enroll Min: 4 Remaining Seats: 14
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!
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- The Basics of Estate Planning
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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!
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- Retirement Planning Today
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Item: PCE-SU25-107
Tuition: $55.00
Days: Tu Dates: 6/17/2025 - 6/24/2025
Sessions: 2 Times: 6:00 PM - 9:00 PM
Room: 269 Building: Prescott Bldg 3
Instructor: David Edmisten, CFP®
Class is already in session. Registration for this class is closed.
Plan for retirement, organize finances, & develop a personalized plan that empowers you to reach your long-term goals. Topics: how to best calculate savings needed, employer retirement plans & how to maximize their potential, understanding taxes & how to utilize them to save money, managing investment risks, and more - in this 2-day class. $55 single/$20 for 2nd family member.
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Division of Lifelong Learning