Target Audience Codes:

  • GS – Grade Schools
  • HS – High Schools
  • AG – Adult Groups

MON/RAND – Speaker will travel to Monroe/Randolph Counties

ADVANCED INVESTMENTS

Learn how to calculate how much retirement savings you will need to sustain a comfortable retirement. Basic asset allocation strategies, understanding the difference between value stocks and growth stocks, and putting together an investment plan and financial plan will be covered. Speaker will also provide an understanding of your Thrift Savings Plan.

Roy Gray, Adjunct Faculty
Target Audiences: AG

INCOME TAX STRATEGIES FOR BUSINESSES

Tax strategies for new and existing businesses will be discussed. You will discover tax breaks that are already on the books as well as those that have been passed but not yet enacted. Tax breaks will be for small to larger businesses.

Michael Isenhart, Adjunct Faculty
Target Audiences: AG
MON/RAND

INCOME TAX STRATEGIES FOR INDIVIDUALS

Tax strategies for individuals in all income tax brackets will be discussed. Find out how to make the new and existing tax laws work for you.

Michael Isenhart, Adjunct Faculty
Target Audiences: AG
MON/RAND

INVESTING BASICS

An effective personal investment plan begins with a thorough understanding of the fundamentals. So whether you are just getting started or looking for a refresher, the Investing Basics seminar will help you learn how to examine your current financial situation, control taxes and identify and manage investment risk.

Linwood Gray, Adjunct Faculty
Target Audiences: AG
MON/RAND

MONEY TALKS

Thrifty or carefree—which phrase describes your personal finance style? In this session, individuals will identify their style and learn how to avoid the seven most common spending mistakes.

Mary Rose Grant, Adjunct Faculty
Target Audiences: AG, College Students

MUTUAL FUND BASICS

Many people are attracted to Mutual Funds because they are a simple and affordable way to invest. The Mutual Fund Basics seminar helps investors understand fee structures and identify their asset allocation needs. It also shows them how to research fund features.

Linwood Gray, Adjunct Faculty
Target Audiences: AG
MON/RAND

MUTUAL FUNDS

What are mutual funds? A practical look at how to elect the right fund for your goal, when to change from one mutual fund to another based on the economic conditions, and rules about withdrawing money from IRAs before age 59-1/2. Learn how to choose mutual funds from the 35 different categories.

John Bilski, Adjunct Faculty
Target Audiences: AG
MON/RAND

STOCK INVESTING STRATEGIES

Stock Investing Strategies is a one-hour seminar based on the Advanced Equities Workshop. This targeted seminar teaches employees how to build a balanced portfolio, evaluate companies, understand stock prices, follow time-tested strategies and know when to sell.

Linwood Gray, Adjunct Faculty, Business Division
Target Audiences: AG
MON/RAND