Corporate Training and Continuing Professional Education

Community Education

Financial Planning Series - FREE

Class 1: Investments 101- October 6

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- October 13

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- October 20 

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

Class 4:  Estate Planning for Seniors- October 27

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, October 6-27 
Location: Niagara County Community College, Room TBA

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