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Personal Finance

Let’s Talk Money

Dates: Tuesdays, October 6, 13, 20 and 27, 2015
Time: 6:00 pm to 7:30 pm
Room 1553

  • October 6 – Optimize your Social Security Benefits: Maximize Your Withdrawals
  • October 13 – Explore Withdrawal Dangers and Opportunities: Will Your Money Last?
  • October 20 – The ABC’s of Annuities: An Independent Analysis
  • October 27 – Investments: Make your Money last and protect it without Long Term Care insurance policy.

Course Fee: $69.00 Includes 2 people from same household and one book (a $25 value). A discounted rate of $49 is available for single attendees.

Instructors: Samuel Winch, President, Winch Financial, Christian Peterson, Donna Mullen, and Matt Weyers – Winch Financial.

Social Security and Retirement Planning 101

Choose from two different sessions:
October 14, 21, and 28 OR Tuesdays, November 3, 10, and 17, 2015
Time: 6:00 pm to 8:30 pm
Room 1346

All NEW three night course! Optimize your Social Security benefits and plan for a successful retirement.
Break down the major financial roadblocks many are facing today. Learn how to prepare, plan and protect your money today, tomorrow and far into the future. Through examples, engaging exercises and case studies, this course will help position yourself for a brighter financial future!

  • Invest For Your Future: Define, Access and Evaluate Your Income.
  • Optimize Your Social Security Benefits: Maximize Your Withdrawals and Avoid Social Security Issues.
  • Income & Estate Planning: Receive Funds From Your Retirement, Manage Your Estate Distribution and Protect Your Wealth.
  • Additional Benefit: Discuss What You Learn In This Course and Apply It To Your Personal Financial Situation.

Course Fee: $69 Includes 2 people from same household and one book (a $25 value). A discounted rate of $49 is available for single attendees.

Instructors: Bonita Graff, CPA, CDFA, Brenda Rolli, AAMS®, Cassandra Dorn, CFP® - Provident Financial Consultants

Retirement Planning Today

Choose from two different sessions:
Thursdays, October 1 and 8 OR Tuesdays, October 13 and 20, 2015
Time: 6:30 pm - 9:30 pm
Room 1346

    • 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: $69.00 Includes 2 people from same household and one book (a $25 value). A discounted rate of $49 is available for single attendees.

Instructor: Neelam Davison, JD, LTCP Lawyer, financial advisor, & Founder - Neelam Davison Investments

Empowered Wealth - Managing Your Assets

Dates: Thursdays, October 1, 8, 15 and 22, 2015
Time: 6:00 pm to 7:30 pm
Room 1553

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: $69.00 Includes 2 people from same household and one book (a $25 value). A discounted rate of $49 is available for single attendees.

Instructor: Samuel Winch, President, Winch Financial

Wills and Trusts

Dates: Thursdays, October 29, November 5, 12, and 19, 2015
Time: 6:00 pm to 7:30 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: $69 Includes 2 people from same household and one book (a $25 value). A discounted rate of $49 is available for single attendees.

Instructor: Samuel Winch, President, Winch Financial

Additional Information

If you have recommendations for educational travel trips that the Office of Continuing Education can provide, please email with suggestions!

foxce-info@uwc.edu