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Wondering how retirement can be successfully navigated from both a financial and emotional standpoint?  Frequently we hear of the financial challenges, but we often overlook the emotional challenges that may also detract from happiness during these precious years.  Come away with your own personalized investment plan to achieve your retirement goals and also enhance your emotional awareness to enjoy a 'Life Well Lived.'  

504151

01

Materials Cost: $0.00

Class Cost: $29.00

Instructor : Mitchell Kauffman 

Instructional Method: Lecture

Weekly - Sat 9:00 AM - 12:30 PM (3/10/2018-3/10/2018)

Location : Santa Barbara, Wake Campus Location : 
  Santa Barbara, Wake Campus.

Room :  16



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Learn basic information about financial issues that relate to planning for and being in retirement. You will learn the importance of using a regularly updated comprehensive financial plan as context for many of these issues. Topics discussed include budgeting, pensions, life insurance, Social Security, personal real estate, long-term care, taxes, and inflation. Online resources will be provided to help you create financial plans. The goal of the class is for you to be able to apply this learned knowledge to your own retirement planning.

504141

01

Materials Cost: $0.00

Class Cost: $0.00

Instructor : Steven Weintraub 

Instructional Method: Lecture

Weekly - Tue 7:00 PM - 9:00 PM (2/20/2018-2/20/2018)

Location : Santa Barbara, Wake Campus Location : 
  Santa Barbara, Wake Campus.

Room :  17

Please read: Tuition/Fees covered through private ...More



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It is important to understand basic background information about publicly traded financial markets. In this class you will learn this information as well as basic investment implementation strategies. Join this class and learn from financial experts how to interpret financial information and avoid common mistakes. The goal of the class is for you to be able to apply this learned knowledge to your own portfolios within the context of your unique financial situations and goals.

504154

01

Materials Cost: $0.00

Class Cost: $0.00

Instructor : Steven Weintraub 

Instructional Method: Lecture

Weekly - Tue 7:00 PM - 9:00 PM (2/27/2018-2/27/2018)

Location : Santa Barbara, Wake Campus Location : 
  Santa Barbara, Wake Campus.

Room :  17

Please read: This class is sponsored.



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Will you retire on time? How does your current debt impact your retirement plan? Do you understand the different vehicles you may use to grow your retirement fund? In this class you will discover important retirement concepts and identify tools that will help you develop a successful retirement plan. Leave this class with current and valuable information to guide your retirement planning as well as the ability to speak more confidently with finance professionals.

504164

01

Materials Cost: $24.00

Class Cost: $35.00

Instructor : Kenji Saito 

Instructional Method: Lecture

Weekly - Tue 6:00 PM - 9:00 PM (3/13/2018-3/20/2018)

Location : Santa Barbara, Wake Campus Location : 
  Santa Barbara, Wake Campus.

Room :  17



View Details »
Will you retire on time? How does your current debt impact your retirement plan? Do you understand the different vehicles you may use to grow your retirement fund? In this class you will discover important retirement concepts and identify tools that will help you develop a successful retirement plan. Leave this class with current and valuable information to guide your retirement planning as well as the ability to speak more confidently with finance professionals.

504164

02

Materials Cost: $24.00

Class Cost: $35.00

Instructor : Kenji Saito 

Instructional Method: Lecture

Weekly - Thu 6:00 PM - 9:00 PM (3/15/2018-3/22/2018)

Location : Santa Barbara, Wake Campus Location : 
  Santa Barbara, Wake Campus.

Room :  20



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