Professional/Financial >> Money Matters

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When charting your financial future, start here! Our experts will help you understand investing, retirement, and making sound financial decisions.
 
Weekly meetings will be held to exchange and discuss views, information and ideas for investing money.  Focus will be primarily but not limited to stock market type investments.  All levels of investors are welcome.  Professionals are invited but direct sales are not allowed.  Subjects and format will be determined by members.  Outside speakers will be brought in occasionally.  Informative political information will be allowed but not political discussion or comment.  Consider the meetings as tutorial and a continuing education, not a formal class.  Class will be held on Wednesday, 10:00 am - 11:00 pm. Please call and RSVP for the first class.

No. Sessions: Self-Paced

Instructor : James McMahon 

Location : Dietert Center Location : 
  Dietert Center.

Conf Rm

Start Date: upon registration

Tuition: $30.00



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Weekly discussion group regarding Stock Market and money matters.

56 sessions.

Instructor : James McMahon 

Weekly - Wed 10:00 AM - 11:00 AM (10/5/2016-10/25/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  T5-2

Start date: 10/05/16

Tuition: $15.00



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Weekly discussion group regarding Stock Market and money matters.

56 sessions.

Instructor : James McMahon 

Weekly - Wed 10:00 AM - 11:00 AM (10/5/2016-10/25/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  T5-2

Start date: 10/05/16

Tuition: $20.00



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Let's explore the many "personal" uses for this indispensable tool.  What personal needs does this product address: Final Expenses, Mortgage Cancellation, Family Income, Estate Funding, Estate Equalization, Supplemental Retirement Income... to name just a few.  Come and learn just how flexible and powerful this product is in a personal financial plan.  We will also explore the different types of life insurance and how to determine which type may be best in your planning. 

1 session

Instructor : Paul Piche 

Weekly - Wed 6:30 PM - 8:00 PM (4/5/2017-4/5/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 04/05/17

Tuition: $15.00



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This class will introduce you to myths and facts about Medicaid qualification for long term care.  When long term care in a nursing home is needed it is possible to preserve the majority of your assets and still qualify for nursing home benefits.  Spend down can be stopped.  A person with more than $2,000 in assets can qualify for Medicaid benefits.  Even if income is above the Medicaid limit a specific trust can be created to help with income qualification.  

1 session

Instructor : Ed Marcum 

Weekly - Tue 4:30 PM - 6:00 PM (4/11/2017-4/11/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 04/11/17

Tuition: $15.00



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In this course you will gain valuable knowledge of Medicare, the terminology and the products available to Medicare beneficiaries...all served to you in an EASY TO UNDERSTAND and entertaining format!

1 session

Instructor : Margie Jetton 

Weekly - Tue 6:00 PM - 8:00 PM (4/11/2017-4/11/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 04/11/17

Tuition: $15.00



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Learn how to properly set goals and calculate how much you will need to maintain your lifestyle as you define it throughout your retirement.  Students will receive a 230-page textbook covering all class topics.  Most importantly, instructors will explain why people run out of money in retirement and how you can help make sure that doesn't happen to you. 

2 sessions.

Instructor : Jordan 

Weekly - Tue, Thu 6:30 PM - 9:00 PM (4/18/2017-4/20/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  T5-2

Start date: 04/18/17

Tuition: $55.00



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Let's explore the many "Business" uses for this indispensable financial tool.  What business needs does this product address: Family Protection, Debt Elimination, Business Continuation Funding, "Golden Handcuffs" (Keyperson, Salary Continuation, Selective Bonus Plans), and Supplemental Retirement Income...to name just a few.  Come and learn just how flexible and powerful this product is in business planning.  We will explore the different types of life insurance and how to determine which type may be best in you planning. 

1 session

Instructor : Paul Piche 

Weekly - Wed 6:30 PM - 8:00 PM (4/19/2017-4/19/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 04/19/17

Tuition: $15.00



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Is investing confusing?  Are you afraid to ask questions?  What is asset allocation and does it really work when it needs to?  Will a 60/40 stock and bond portfolio protect your retirement nest egg in a down market?  Learn what professional money managers do to reduce investment risk by using today's technology.  Education is the key to safer investing.  Come get your questions answered. 

1 session

Instructor : Stephen Foley 

Weekly - Thu 5:00 PM - 6:00 PM (4/20/2017-4/20/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Rm. A/B

Start date: 04/20/17

Tuition: $15.00



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This class will introduce you to myths and facts about Medicaid qualification for long term care.  When long term care in a nursing home is needed it is possible to preserve the majority of your assets and still qualify for nursing home benefits.  Spend down can be stopped.  A person with more than $2,000 in assets can qualify for Medicaid benefits.  Even if income is above the Medicaid limit a specific trust can be created to help with income qualification.  

1 session

Instructor : Ed Marcum 

Weekly - Tue 4:30 PM - 6:00 PM (5/9/2017-5/9/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 05/09/17

Tuition: $15.00



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Learn how to safely turn $25 a month into $100,000 in 10 years without using a stockbroker. Learn why the stock market is the safest place in the world for your money if you understand how to use it correctly. Learn how the stock market and the economy affect each other and how they affect your everyday life. And, learn how you can take control of your financial life now. 

1 session

Instructor : Bobbie Christensen 

Weekly - Sat 9:00 AM - 12:00 PM (5/13/2017-5/13/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 05/13/17

Tuition: $29.00



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Is a passive buy and hold portfolio really a prudent way to invest?  Are you just waiting and praying the market goes up and does not go down?  Do you have a plan if it goes down?  Learn why and what experts and institutions do to manage and protect portfolios. 

1 session

Instructor : Stephen Foley 

Weekly - Tue 5:00 PM - 6:00 PM (5/16/2017-5/16/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 05/16/17

Tuition: $15.00



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