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Personal Finance & Accounting

Let’s Talk Money

Date: Thursday, September 4, 11, 18 and 25, 2014
Time: 6:00 pm to 7:30 pm
Room 1346

  • September 4 – Optimize your Social Security Benefits: Maximize Your Withdrawals
  • September 11 – Explore Withdrawal Dangers and Opportunities: Will Your Money Last?
  • September 18 – The ABC’s of Annuities: An Independent Analysis
  • September 25 – Investments: Make your Money last and protect it without Long Term Care insurance policy.

Course Fee: $59.00; instruction for two individuals in the same household and one course manual.

Additional course manuals may be purchased by calling the Office of Continuing Education at 920-832-2636.

Instructors: Sam Winch, Christian Peterson, Donna Mullen, and Matt Weyers.

Register on line - http://app.certain.com/profile/form/index.cfm?PKformID=0x18072055312

Empowered Wealth

Dates: Thursdays, October 2, 9, 16, and 23, 2014
Time: 7:00 pm to 9:00 pm
Room 1346

We all work hard for our money, but not everyone knows how to keep the most of what we have. More important than ever, during Empowered Wealth - Managing Your Assets, you will…

  • Learn about the stretch IRA, sector rotation, inflation and how it affects your retirement savings.
  • Understand the recovery of the economy and if it is sustainable.
  • Identify how to effectively protect your wealth and pass it on to future generations.
  • Understand inflation and deflation, and how to effectively protect your wealth and assets.

Course Fee: $59.00; includes instruction for two individuals living in the same household and one course manual. Additional course manuals are available for $10.00. Please contact the Office of Continuing Education, at 920-832-2636.

Instructor: Christina Winch, B.S., CFP®, President of Winch Advisory Services, LLC, and Winch and Associates, LLC, with over 30 years of experience in the financial services industry.

Register on line - http://app.certain.com/profile/form/index.cfm?PKformID=0x18072055312

Wills and Trusts

Dates: October 30, and November 6, 13 and 20, 2014
Time: 7:00 pm to 9:00 pm
Room 1346

What does it take to ensure that your loved ones are properly provided for at death? We’ll focus on the various types of estate plans, and the advantages and disadvantages of each. You’ll explore…

    • Irrevocable Trust
    • Revocable Trust
    • Irrevocable Life Insurance Trust
    • Charitable Remainder Trust


Course Fee: $59.00; includes instruction for two individuals living in the same household and one course manual. Additional manuals available for $10.00.

Instructor: Christina Winch, B.S., CFP®, President of Winch Advisory Services, LLC, and Winch and Associates, LLC, with over 30 years of experience in the financial field.

Register on line - http://app.certain.com/profile/form/index.cfm?PKformID=0x18072055312

Retirement Planning Today … NOW is the time to develop your retirement plan!

Dates: Thursday, October 2 and October 9, 2014
Time:  6:30 - 9:00 pm
Room 1551

    • Financial Education
    • Life Planning
    • Alignment of Lifestyle Goals with Financial Reality (know when you have enough wealth)
    • Building your “nest-egg”, protecting your assets, and creating a solid retirement foundation

Course Fee: $59.00; instruction for two individuals in the same household and one course manual. An extra course manual can be purchased by calling 920-832-2636.

Instructor: Neelam Davison, JD, LTCP Lawyer, financial advisor, & founder of Neelam Davison Investments, LLC/Lifetime Retirement Planning

Register on line - http://app.certain.com/profile/form/index.cfm?PKformID=0x18072055312

Retirement Planning Today … NOW is the time to develop your retirement plan!

Dates: Tuesday: October 14, and Tuesday, October 21, 2014
Time:  6:30 - 9:00 pm
Room 1551

    • Financial Education
    • Life Planning
    • Alignment of Lifestyle Goals with Financial Reality (know when you have enough wealth)
    • Building your “nest-egg”, protecting your assets, and creating a solid retirement foundation

Course Fee: $59.00; instruction for two individuals in the same household and one course manual. An extra course manual can be purchased by calling 920-832-2636.

Instructor: Neelam Davison, JD, LTCP Lawyer, financial advisor, & founder of Neelam Davison Investments, LLC/Lifetime Retirement Planning

Register on line - http://app.certain.com/profile/form/index.cfm?PKformID=0x18072055312

Retirement Planning 101 - Planning for a Successful Retirement and Optimizing Social Security Benefits

Dates: Three Tuesdays, September 16, 23, and 30, 2014
Time: 6:00 - 9:00 pm
Room 1346

Are you looking for a comprehensive course designed to help you understand the basics of Social Security optimization and retirement planning? Retirement Planning 101 is your solution. Participating in this straight forward, non-commercial seminar will:

 
    • Provide you with the information you need to assess the costs associated with retirement.
    • Assist you to determine your sources of income and improve your investment potential.
    • Reduce your financial risk, and help preserve your estate for your heirs.
    • Learn how Social Security continues to play a critical role in any retirement plan.
    • Identify key factors to consider prior to applying for benefits, assess the pros and cons of taking benefits prior to full retirement age and so much more!

Through examples, engaging exercises and case studies, this course will help position yourself for a brighter financial future!

Course Fee: $59.00.

Instructors: Bonita L. Graff, CPA, CDFA, Brenda L. Rolli, AAMS® and Cassandra N.F. Dorn, CFP® of Provident Financial Consultants, LLC

Register on line - http://app.certain.com/profile/form/index.cfm?PKformID=0x18072055312

Retirement Planning 101 - Planning for a Successful Retirement and Optimizing Social Security Benefits

Dates: Three Tuesdays, October 28, November 4, and 11, 2014
Time: 6:00 - 9:00 pm
Room 1346

Are you looking for a comprehensive course designed to help you understand the basics of Social Security optimization and retirement planning? Retirement Planning 101 is your solution. Participating in this straight forward, non-commercial seminar will:

    • Provide you with the information you need to assess the costs associated with retirement.
    • Assist you to determine your sources of income and improve your investment potential.
    • Reduce your financial risk, and help preserve your estate for your heirs.
    • Learn how Social Security continues to play a critical role in any retirement plan.
    • Identify key factors to consider prior to applying for benefits, assess the pros and cons of taking benefits prior to full retirement age and so much more!

Through examples, engaging exercises and case studies, this course will help position yourself for a brighter financial future!

Course Fee: $59.00

Instructors: Bonita L. Graff, CPA, CDFA, Brenda L. Rolli, AAMS® and Cassandra N.F. Dorn, CFP® of Provident Financial Consultants, LLC

Register on line - http://app.certain.com/profile/form/index.cfm?PKformID=0x18072055312

Additional Information

If you have recommendations for educational travel trips that the Office of Continuing Education can provide, please email with suggestions! We would love to hear them from you!