Learning for All Catalog Winter Spring 2018 | Page 9

Business & Finance
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NEW Ten Things Boomers Need to Know
About Social Security
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NEW Basics of Estate Planning–Wills & Trusts
Discover what everyone should know about wills and
trusts, and the pros and cons for both. Explore options to
Many baby boomers will look to Social Security as a
major source for their retirement income, even though protect your assets from state inheritance tax and federal
the program is on shaky ground. While you can't control estate tax. You will also learn about probate procedures,
the program, you can educate yourself on Social Security dealing with courts, power of attorney and health care
to help maximize your benefits. Bring your questions to declarations (living will). Christopher Stanton
this interactive workshop, which will be led by a local
Date: Tue, Feb 13
financial adviser and CFP practitioner. This workshop is
Time: 6:30–8:00 pm
ideal for those nearing retirement age. An additional
Cost: $20
family member may attend at no additional charge.
Class #: AEB11A
Mike Enright
Location: Skyview, 202
Date: Tue, Feb 13
Date: Thu, May 3
Time: 7:00–8:30 pm
Time: 6:30–8:00 pm
Cost: $20
Cost: $20
Class #: AEB6
Class #: AEB11B
Location: Stillwater Area High School, G113
Location: John Glenn, Media
Budgeting 101
Begin telling your money what to do instead of
wondering where it went by creating a successful
monthly budget. Learn how to create a working monthly
budget utilizing the zero-based budgeting method.
The focus will be on budget goal setting, spending
percentages and tips and tricks to make the budgeting
process stress-free. This class is sponsored by City &
County Credit Union.
Date: Wed, Jan 31
Time: 6:30–7:30 pm
Cost: FREE, please preregister
Class #: AEB2
Location: John Glenn, 305
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NEW You're Retired or Almost...Now What?
You've worked your entire life for your money, now it's
time to make it work for you. If you are recently retired
or within a few years of retirement, learn how to convert
your wealth to income from a local financial advisor and
CFP practitioner. The strategies you used to grow your
investments are much different than the strategies you'll
need to generate your retirement income. Bring your
questions. An additional family member may attend at no
additional charge. Mike Enright
Date: Tue, Feb 20
Time: 7:00–8:30 pm
Cost: $20
Class #: AEB8
Location: Stillwater Area High School, G113
DISTRICT 622 COMMUNITY EDUCATION | WWW.ISD622.ORG/CE
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