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Beyond the Basics— Women & Investing / Azeb Clark Register for Section 210221: 2 meetings, $60.00 Wed, 7/2 – 7/9, 7:00p – 9:00p, PHS 31, limit 20 You have been making investment decisions for some time now, but the market has changed and you have to change your strategy as well. What effects does expectation of rising interest rates, the global political environment and the dollar weakness have on your investments? This two-session class will help you review and possibly “re-think” your investment strategy, “re-tool” yourself with some new skills and remember what your investment objectives are and how close you are to achieving them. This class is taught by a woman and designed for women who want to understand asset allocation to reduce risk; diversification as an important and continuing strategy; and how best to monitor investments. It will be in easy-to-understand language for those who need to step up their learning curve on their financial holdings. You will emerge knowing what type of investor you are, how close you are to your objectives, and with some tools to continue on your financial path. Azeb Clark is a financial advisor specializing in retirement planning. Back | Top | View Shopping Cart Can I Ever Retire?  Christina Ahlstrand, CFP® Register for Section 051841: 1 meeting, $30.00 Sat, 6/28, 10:00a – 12:00p, PHS 11, limit 20 Of course you can, but will you have to compromise your living standards to do it? Are you going to have to work longer than you thought? Let’s get specific: In two hours we will look at the elements of successful planning—risk tolerance, asset allocation, time frame, diversification, among others. A personal retirement projection will be available to all students. Back | Top | View Shopping Cart Divorce & Finances Christina Ahlstrand, CFP® Register for Section 211941: 1 meeting, $30.00 Sat, 6/21, 10:00a – 12:00p, PHS 11, limit 20 So many decisions and things to consider... Understand the long-term consequences of the financial choices you’re now making. Don’t proceed on this “slippery slope” of options and alternatives until you know how they each play out now, in 5 years, in 20 years. Christina Ahlstrand is a Certified Financial Planner and Certified Divorce Financial Analyst who has helped people with equitable divorce settlements for over 20 years. Back | Top | View Shopping Cart Financial Strategies for Successful Retirement / Jim Collini Register for Section 210521: 4 meetings, $55.00 Tue, 6/17 – 7/8, 6:30p – 9:00p, PHS 15, limit 15 This course is designed for those 40 years and older who are planning for retirement or are already retired. Learn how to secure a comfortable retirement by understanding the laws of money and investments. Do you need a repair strategy for your investments? Get the most from your social security income. Learn about your company pension plan, Roth IRA, SEP, Simple IRA & 401k, profit sharing and defined benefit plans to maximize your retirement income. Avoid the most common mistakes made when handling your 401k rollover when you are changing jobs. Protect your assets by knowing how much and what types of insurance to have and by understanding Estate Planning and Trusts. An optional, free financial plan and counseling session is included. The course has been provided nationally to over 800 companies. Back | Top | View Shopping Cart Notary Public—Course & Exam Perfect Doc's Register for Section 212042: 1 meeting, $125.00 Sat, 7/26, 8:30a – 5:30p, PHS 32, limit 30 Expand your career opportunities! Notaries are needed in real estate, banking, insurance, law and belong to a respected profession. This course prepares you to become a California Notary Public and is approved by the Secretary of State. You will learn everything you need to know to pass the State exam and easily turn being a Notary into a part-time or full-time career. The State exam is administered at the end of the class and you need to bring a separate check made payable to the Secretary of State for $40.00 (no cash), an official photo ID, highlighter, two #2 pencils and a 2”x2” color passport photo. State required Proof of Completion certificates awarded. Register today and join the ranks of one of the fastest growing careers—Notary Publics! Pre-registration required—$15 materials fee included in class fee. For more information, contact Perfect Doc’s at perfectdocs@sbcglobal.net, 707-712-1032, or www.perfectnotarydocs.com Back | Top | View Shopping Cart Notary Public—Loan Signing Agent Perfect Doc's Register for Section 212141: 1 meeting, $135.00 Sat, 8/2, 9:00a – 1:00p, PHS 32, limit 30 This course provides the Notary with skills and training to perform the complex duties of loan signings with confidence and increase earnings. The instructor takes you through a practice loan package and performs a mock loan signing. You’ll learn how to get your business started, get assignments, maintain compliance with state laws in handling finance paperwork and receive a list of over 200 leads for building your clientele database. Find out marketing strategies, terminology, and how to manage your business. A certificate of completion will be awarded. $15 materials fee included in class fee. For more information, contact Perfect Doc’s at perfectdocs@sbcglobal.net or 707-712-1032. Website: www.perfectnotarydocs.com Back | Top | View Shopping Cart Retirement Planning for Couples Christina Ahlstrand, CFP® Register for Section 212441: 1 meeting, $60.00 Sat, 7/12, 10:00a – 12:00p, PHS 11, limit 20 You’ve worked and saved for years—now it’s time to enjoy it. Are you trying to “put it all together” and decide when you can retire comfortably, knowing your funds will last as long as you’ll need them? Let us help you make sure your investments will take care of both of you. Fee is per couple. Back | Top | View Shopping Cart Understanding Long-Term Care Jarrett Topel Register for Section 211221: 2 meetings, $30.00 Thu, 7/17 – 7/24, 6:30p – 7:30p, PHS 16, limit 20 This course will help you understand Long-Term Care Insurance (LTCI) and the important role it plays in your overall financial plan. Although LTCI is not for everyone, it is something everyone should consider. We all hope to maintain our independence as we age and that our family will be there for us, “when the time comes.” Unfortunately, that is not usually the case. Facts: For a couple turning 65, there is a 70% chance that one of them will need long-term care; 1 in 5 of those in Nursing Homes are there 5 years or longer; the average cost of a Nursing Home in the U.S. is over $72,000 per year and rising fast; and 67% of children who become caregivers become clinically depressed. The most important question is not, “Can you afford Long-Term Care insurance?” but, “Can you and your family afford NOT to have long term care insurance?” Come learn the truth about this important yet often misunderstood type of coverage. Jarrett Topel is a Certified Financial Planner®. He received his bachelor’s degree from San Francisco State University and his Certificate in Personal Financial Planning from UC Berkeley. Specializing in insurance and retirement planning, Jarrett owns a financial planning firm in Oakland, CA. Back | Top | View Shopping Cart |