Corporate Training and Continuing Professional Education

Community Education

Financial Planning Series - FREE

Class 1: Investments 101- June 2

A basic financial literacy course on how to understand the investment community, and how to determine one’s risk tolerance

Class 2: Focus on the Family- June 9

529 plans for your children's college education; life insurance and what options are available in today’s market; financial strategies for the Sandwich Generation

Class 3:  Retirement Planning in the Age of Trump- June 16 

Value of qualified retirement plans; Roth IRAs, 401k & 403b; estate planning issues

Class 4:  Estate Planning for Seniors- June 23

Will, living will, health care proxy, trusts, & power of attorney; value of long term care insurance


Course Fee: No charge
Course Schedule: Saturdays, 10:00 AM-12:00 PM, June 2-23 
Location: Niagara County Community College, Room B-140 (Business Building)