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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., March 19 - April 9
7:00 - 9:00 pm
Room: 406

Register before Jan. 28: $64
Register after Jan. 28: $75
Register two or more: $60 each

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.

3 Tue., April 23 - May 7
7:00 - 9:00 pm
Room: 406
Register before March 25: $58
Register after March 25: $65

Register two or more: $50 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

planning

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., March 5 & 12
6:45 - 8:45 pm
Room: 432

Register before Jan. 28: $54
Register after Jan. 28: $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.



 

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