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money and investment

Money & Investment Classes

Introduction to Smart Investments

Whatever your dreams for happiness, financial freedom makes them even more attainable. This introductory investment class will give you the tools to help you define your goals with a realistic and definite timeline. You will also learn of many financial investments available to you such as:

  • Stocks - Primary and Secondary Markets, Dividends and Growth
  • Bonds - Municipal, Corporate and Government
  • Mutual funds
  • Tax Advantaged Investment

4 Tue., Sept. 18 - Oct. 9
7:00 - 9:00 pm
Room: Horticulture 5001 (Changed from room 406)
Register before Sept. 10: $64
Register after Sept. 10: $75

register online

Galaham Zuanich - see bio below

Retirement Planning - A Common Sense Approach

Do you dream of retiring? Are you wondering if what you’ve saved is enough? Have you thought about how you will recreate your paycheck in retirement? This class will help you assess your retirement needs and develop a retirement income plan. We will explore the risks associated with retirement and discuss simple steps to get your retirement off to a strong start.

4 Tue., Oct. 23 - Nov. 13
7:00 - 9:00 pm
Room: Horticulture 5001 (Changed from room 406)
Register before Sept. 10: $64
Register after Sept. 10: $75

Register two or more: $60 each

register online

Galaham Zuanich is an associate vice president with Morgan Stanley and has been a financial advisor for 12 years. He has a BS in Commerce Finance.

College Planning: Finding Colleges That Fit and How to Afford Them


Are you concerned about your child’s path to college? Do the application requirements and deadlines seem confusing? Is it hard to imagine how you can afford to pay for one (or more) college educations? If you are a parent with a middle or high school student, this class will help you and your student prepare for college. We’ll discuss how to search for colleges that fit, understand what admission committees are looking for, write that dreaded essay and create an excellent resume.

Even if your child gets in to the college of their choice, paying for college is the one of the largest expenditures most parents will face in their lifetimes. In this class we will discuss strategies that can help you reduce college costs through planning, various savings methods, and tax strategies. We will also discuss how you can maximize potential financial aid with some advanced planning.

This class will help you get through the selection and application process, and avoid many of the common mistakes that can cost your family hard-earned money.

High school students are encouraged to attend Session 1 with their parent(s) at no extra cost.

2 Tue., Sept. 18 & 25
6:45 - 8:45 pm
Room: 432

Register before Sept. 10: $54
Register after Sept. 10: $62

Register two or more: $50 each

register online

Stephen Shapiro CPA, CFP, has advised individuals on financial matters for over 20 years and has led financial workshops since 1989.

Maureen Casey, MA is a credentialed California instructor and Administrator and a principal at Casey Educational Consulting. She is a college counselor at Bellarmine Preparatory and Educational consultant specializing in middle school through college age students and families offering college preparatory academics and guidance.

Build Your Dream House

dream house


Times have changed. It's more difficult to buy a house and in many parts of the country house prices are still too high. There is another way. You can build your own house and be mortgage free in just a few years without the worries about losing your house to foreclosure.

This 3-hour class will steer you in the right direction to building your own house for the least amount of money. Learn how to: buy land at county tax sales; buy materials for next to nothing and build it green, too; design your house for ease of construction; live on your property rent free while you build; use unconventional financing; and get the best help for the least cost.

Sat., Nov. 10
10:00 am - 1:00 pm
Room: 435
Register before Sept. 10: $58
Register after Sept. 10: $65

plus $20 material fee for text payable in class

register online

David Cook, author of Build Your Dream House for a Song, is a former salesman and restaurant owner. He'd barely picked up a hammer before starting work on his dream house in Marin County. Since building his house in Northern California, David Cook has started teaching would-be homebuilders his secrets to home ownership--truly believing that everyone should be able to live in a dream home he or she owns free and clear.

Medicare Choices – Finding What’s Best For You


Have you wondered, "What is Medicare and how does it work?" Are you nearing the age of 65 and soon to be on Medicare? This class is designed to help you! Insurance plans and options are changing yearly. This workshop provides information you need to become a more informed consumer. We will cover what Medicare is and how the program is overseen, review the profile of most Medicare customers, discuss coverage options offered to Medicare customers, define Medicare Star Ratings and the different types of Medicare plans, review Medicare prescription drug coverage, election periods, and the enrollment/dis-enrollment process. This user-friendly half-day workshop will change the way you understand Medicare and help you become a “Savvy Senior” for a lifetime!

Representatives from Palo Alto Medical Foundation and Physician's Medical Group, who represent 95% of the physicians in Santa Cruz, will be present to answer students’ questions about how Medicare plans affect patients’ healthcare options.

10:00 am - 1:00 pm
Room: 609

Register before Sept. 10: $48
Register after Sept. 10: $55

register online

Lou Tuosto is a Personal Financial Planner and insurance broker that has been offering workshops for Santa Cruz county seniors for over 20 years. He holds a certificate in Personal Financial Planning.


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