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Personal Finances and Retirement Planning

 

 
Retirement is a significant life change.  Ideally, it is a positive transition to a new and happy chapter in life.  Without planning, however, it can be a difficult adjustment, resulting in boredom, stress, or discontent.  This two-part class/workshop is designed to help you choose satisfying and fulfilling pursuits that are aligned with your values, interests, and life circumstances.  Don’t wait until you are 80.  Plan ahead for a happier, healthier rest-of-life!    

Schedule : Weekly - Thu 7:00 PM - 9:00 PM; 2 sessions; starting 3/8/2018, ending 3/15/2018

Tuition: $50.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Joanne Auerbach 



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Keep up with the changes to social security laws, secure your retirement, and learn how to get the most out of your benefits.  Learn to manage longevity risk and strategies to maximize the amount of money you receive throughout retirement.  Among the topics included are spousal benefits, the impact of divorce, death, delaying benefits, early retirement, and taxation.  You will receive the guides Myths and Facts about Social Security and Social Security: What Should You Do at Age 62.

Schedule : Weekly - Tue 7:00 PM - 9:00 PM; starting 4/17/2018, ending 4/17/2018

Tuition: $20.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : John Brenkovich 



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If you have not updated your estate plan to keep pace with changes to the estate tax laws, you may end up paying far more than necessary.  Do you want to avoid estate taxes legally and prevent nursing home costs from depleting your family assets?  Are you concerned about your estate being diverted to a child’s spouse?  Do you want to minimize probate costs and delays for your heirs?  In this workshop, you will learn how to pass assets to children free of estate tax, protect your home and other assets from future nursing home costs, ensure that money intended for your children and grandchildren does not pass inadvertently to in-laws and others and avoid problems from arising when your will is probated.

Schedule : Weekly - Thu 7:00 PM - 8:30 PM; starting 4/19/2018, ending 4/19/2018

Tuition: $20.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Neil R. Lubarsky 



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Gain an understanding of fixed income investments, one of the largest and fastest growing segments of global capital markets.  In this workshop, students will learn about fixed income markets and the different types of securities — treasury, agency, mortgage, corporate and municipal.  We will also address questions including:  What is a bond, its components and structure?  What are principle, interest, maturity and call features?  What are the risks associated with investing in bonds?  What is yield?  How and where can I buy bonds?  How do I know I’m paying a fair price?  

Schedule : Weekly - Thu 7:30 PM - 9:00 PM; starting 4/26/2018, ending 4/26/2018

Tuition: $20.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Donald Mutterperl 



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Many people know how to save, spend, or invest their money.  Less understood is how to give it away well.  Want to change the world?  You have read about how donors have taken on social, environmental or health problems and really made a difference.  With the right mix of your time, talent and treasure you can do this too.  Impact philanthropy requires a strategic approach beginning with knowing yourself, drafting your own giving mission, and crafting expectations with measurable outcomes.  Whether you plan to donate one dollar or one million dollars, this class will address state-of-the-art techniques for making your giving matter more.  Creating a tradition for giving for those that follow you is the gift that keeps on giving.  Explore ways to engage your family members in the issues close to your heart, discover what captures their imaginations, and use their passion and skills to make a lasting impact.    

Schedule : Weekly - Thu 7:00 PM - 9:00 PM; starting 5/3/2018, ending 5/3/2018

Tuition: $25.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Laura Lewis 



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This one-session class will cover strategies for how to get your money to work for you, the latest thinking in long-term investing.  It will also address how to get your personal finances on track and stay there with appropriate insurance and estate planning so you can leave a legacy.  

Schedule : Weekly - Tue 7:00 PM - 8:30 PM; starting 5/8/2018, ending 5/8/2018

Tuition: $20.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Multiple Instructor :
 1.Laurie Girsky  2.Cindy Golub 



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This four part class is meant to prepare soon-to-be retirees for the decisions they will soon face. Learn how to organize your personal finances, stay invested in an uncertain market, position your portfolio to provide income, determine the financial implications of housing in retirement, transfer wealth to the next generation, and plan for potential long term care costs.  

Schedule : Weekly - Wed 7:00 PM - 8:30 PM; 4 sessions; starting 5/16/2018, ending 6/6/2018

Tuition: $80.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Paul Tramontozzi 



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