Personal Enrichment

Money Matters:

Life Insurance Basics
The mere mention of the word “insurance” can make your eyes roll back into your head! However, insurance is an important part of your financial portfolio − especially if you have a family. Discover different insurance products available including whole life, term, variable, universal and annuities. Students will learn how much and what type you really need in a no pressure environment. Be sure to bring plenty of life insurance questions. Jim de Glopper is an Investment Representative who counsels individuals, families and small businesses in financial and business planning strategies. (1 meeting)
Sep 16 (Cancelled)
TUE 6:30-8:30 pm Cost/$14

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Retirement Planning Today
If you’re like most people, you probably haven’t thought about what you want to accomplish in your retirement years. In order to financially prepare yourself for retirement, you need a clear idea of your retirement lifestyle goals. Will you travel? Volunteer? Work part-time or pursue hobbies? Because many pre-retirees see themselves living their retirement years much differently than their parents did, the entire planning process has changed. This course takes a very progressive approach to retirement planning, beginning with quick, individual exercises to help you start thinking about non-financial retirement planning issues. Bring $25 for the course workbook (available from the instructor). Couples may share one workbook. Don Christie is a Certified Financial Planner and Investment Advisor’s Representative. (2 meetings)
Mar 3-10
TUE 6:00-9:30 pm
Mar 7-14
SAT 9:00 a.m. - 12:30 p.m. Cost/$24

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Investment Basics: Beyond Budgeting
Learn how to be a smart money manager. This easy-to-understand class will include investment topics such as cash management, tracking cash flow, basic investment terminology and concepts involving stocks, bonds and mutual funds. Jim de Glopper (see Life Insurance Basics). (1 meeting)
Oct 21
TUE 6:30-8:30 pm Cost/$14

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Financial Focus for Women
This program covers issues specific to women. Learn how to strengthen your credit, improve cash flow, invest for growth and/or income, manage taxes and pass along more wealth to heirs. The valuable information covered in this class is essential since women often live longer than men and find themselves the sole manager of their estate. Jim de Glopper (see Life Insurance Basics). (1 meeting)
Nov 18
TUE 6:30-8:30 pm Cost/$14

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