Note: Scottsdale Community College endorses the educational value of the courses offered in Financial Planning and Investing. The College does not recommend or endorse any of the services should you decide to become a client of one of the instructors or the instructor’s firm as a result of attending these classes. |
UNDERSTANDING CONSUMER CREDIT
RIGHTS & RESPONSIBILITIES |
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In an overview of the credit world, learn what matters when it comes to attaining the highest credit scores possible, under-stand your credit report, and how to fix mistakes on it.
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Class No.: 45452 |
Location: TBA |
Date: 10/8 only |
Day: Wednesday |
Fee: $39 |
Time: 7:15 – 9:15 pm |
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| SEVEN SIMPLE SECRETS TO FINANCIAL FREEDOM |
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Includes how to: get out of credit card debt and reduce bad credit, raise credit limit and lower interest rate, use more credit to raise your credit score, buy a home even if you have bad credit or are self employed, pay off your mortgage in half the time, become an active investor for financial freedom. Materials fee, $20
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Class No.: 45527 |
Location: TBA |
Date: 11/1 only |
Day: Saturday |
Fee: $45 |
Time: 5 - 7 pm |
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| FINANCIAL ISSUES OF DIVORCE |
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Avoid the most common financial mistakes during a divorce by gaining a better understanding of these issues: your home, investments, retirement accounts, pensions, spousal support, child support, taxes, social security, health insurance, debt, and more.
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Class No.: 45345 |
Location: TBA |
Date: 9/10 only |
Day: Wednesday |
Fee: $39 |
Time: 7:15 – 9:45 pm |
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| ON YOUR OWN: MONEY SKILLS AFTER LOSING A SPOUSE TO DEATH, DIVORCE, OR INCAPACITY |
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| Course covers financial decisions and common mistakes made during the grieving process, working toward achieving and maintaining financial security, common cash flow, tax, investment, and estate planning issues for the suddenly single individual. Long-term care issues for an incapacitated souse and yourself will also be addressed. |
Class No.: 45387 |
Location: TBA |
Date: 9/17 only |
Day: Wednesday |
Fee: $39 |
Time: 7:15 – 9:45 pm |
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| EVALUATING & SELECTING A FINANCIAL ADVISOR |
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Many financial advisors and financial salespeople tout their services or products, but isn’t the evaluation and selection of a competent advisor just as important? Learn about the various designations, certifications, licenses, and titles. Learn what questions to ask and how to do a background check. Receive a checklist you can take to your next advisor interview.
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Class No.: 45409 |
Location: TBA |
Date: 9/24 only |
Day: Wednesday |
Fee: $39 |
Time: 7:15 – 9:45 pm |
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| INCOME FOR LIFE: FACTORS & SOLUTIONS |
Jonathan Zweifel  |
Investment and tax strategies used to accumulate wealth are inherently different than those used to distribute wealth. Learn factors and solutions to create an income for life from your retirement savings, when to start taking distributions from your IRAs and how to minimize taxation on your social security benefits. Whether close to retirement or already retired, join us to discover ways to protect your principle. |
Class No.: 45375 |
Location: TBA |
Date: 9/13 only |
Day: Saturday |
Fee: $49 |
Time: 8 am - noon |
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Class No.: 45447 |
Location: TBA |
Date: 10/7 - 10/9 |
Day: Tueaday/Thursday |
Fee: $49 |
Time: 7:15 – 9:15 pm |
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| SMART WOMEN CAN FINISH RICH |
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Learn what it takes for a woman to be secure in her financial future. Statistics indicate that women live 12 to 18 years longer than men, and more single women are making the decision that a “man is not a financial plan”. Learn how to get your finances in order and how to take maximum advantage of wealth-creating ideas. |
Class No.: 45510 |
Location: TBA |
Date: 10/21 - 10/28 |
Day: Wednesday |
Fee: $49 |
Time: 7:15 – 9:15 pm |
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| RETIREMENT PLANNING |
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| Learn tax, investment and life planning strategies to avoid outliving your retirement funds. Design investments to protect and increase income and growth and meet goals considering taxes, cash flow, investment transition at death of spouse or companion or incapacity. Avoid taxes at retirement and for inheritors. |
Class No.: 45538 |
Location: TBA |
Date: 11/6 - 11/20 |
Day: Thursday |
Fee: $49 |
Time: 7:15 – 8:30 pm |
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| ESTATE PLANNING |
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| Fees, expenses, taxes due and tax avoidance discussed. Protect your assets from beneficiaries’ divorces, bankruptcies, lawsuits. Reduce pain and suffering through adequate planning. Reduce legal fees for those with trusts, wills, and estate problems (like selling your business or individual disabilities.) Nursing home implications included. |
Class No.: 45558 |
Location: TBA |
Date: 12/3 - 12/17 |
Day: Wednesday |
Fee: $49 |
Time: 7:15 – 8:30 pm |
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| BASIC INVESTING |
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| Learn about selection of mutual funds, stock, annuities, and bonds. We’ll discuss portfolios, risk reduction, and diversification strategies for retired, widowed, and divorced inheritors. |
Class No.: 45545 |
Location: TBA |
Date: 11/10 - 11/24 |
Day: Monday |
Fee: $49 |
Time: 7:15 – 8:30 pm |
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| LONG TERM CARE |
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We’ll examine how LTC systems work, Medicare & Medicaid rules, how costs are determined, ways to customize benefits yet protect your assets, cautions in choosing an agent, and how to evaluate insurance companies. Learn to compare prices, the traps to avoid, ways to reduce your costs, alternate ways to fund LTC, and when NOT to buy insurance. A spouse or family member may register at no additional cost. |
Class No.: 45462 |
Location: TBA |
Date: 10/14 only |
Day: Tuesday |
Fee: $45 |
Time: 7:15 – 9:15 pm |
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| INTRODUCTION TO INVESTMENT STRATEGIES |
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We explore: 39 factors in making investing decisions; when and where to invest; how securities function; stocks, bonds, and mutual funds; how to get free information. Learn how to understand the prospectus. ways to reduce your risk. We’ll cover portfolio balancing, strategies to protect your assets in market fluctuations, guaranteed investments for market like returns with no risk, and timing withdrawals from the market.
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Class No.: 45337 |
Location:  |
Date: 9/9 - 9/23 |
Day: Thursday |
Fee: $49 |
Time: 6:30 – 8:30 pm |
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| INVESTING WITH GUARANTEES |
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Tired of market fluctuations and losing money? Learn how you can avoid all downside risk yet still gain from market advances. Learn the secrets of annuities, which ones to avoid, which ones provide market-like returns with no risk, how they guarantee lifetime income and reduce taxes. We’ll compare various growth strategies and payout options and how to avoid selecting the wrong product because of sales glitz. Determine if one is right for your portfolio, and when NOT to get an annuity. |
Class No.: 45513 |
Location: TBA |
Date: 10/21 only |
Day: Tuesday |
Fee: $39 |
Time: 7:15 – 9:15 pm |
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| HOW TO MAKE MONEY MAKE MONEY |
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| Learn the difference between savings dollars and investment dollars. We’ll discuss estate planning with an explanation of tax savings probate avoidance. Also included are: markets, annuities, education savings, mutual funds, retirement plans, fixed income, long-term care, and life insurance. Learn to keep what you have and make it work for you. Spouses may register at no additional cost. |
Class No.: 45355 |
Location: TBA |
Date: 9/11 - 10/16 |
Day: Thursday |
Fee: $ |
Time: 7:15 – 9 pm |
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| PURCHASING A HOME OR INVESTMENT PROPERTY |
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| This course covers the basics and strategies of purchasing a home – from your first purchase to multiple investment properties. Learn: how to avoid common pitfalls and how to save (and make!) money, how to choose a solid purchase opportunity, how to finance your Real Estate purchase and make it profitable, and ways to improve and strengthen your credit rating. We’ll cover strategies to decrease income taxes, build wealth to provide for retirement and ways to increase your monthly cash flow. |
Class No.: 45459 |
Location: TBA |
Date: 10/14 - 10/16 |
Day: Tuesday/Thursday |
Fee: $99 |
Time: 7:15 – 9:15 pm |
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| COMMERCIAL REAL ESTATE INVESTING |
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Gain an understanding and a basic working knowledge of how to invest in commercial real estate. Covers investment options and strategies, methods of calculating capitalization rates and property valuation, best financing, and options for refinancing existing commercial property.
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Class No.: 45465 |
Location: TBA |
Date: 10/15 only |
Day: Wednesday |
Fee: $65 |
Time: 7:15 – 9:15 pm |
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| FUNDAMENTAL & ADVANCED ANALYSIS OF STOCKS |
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Learn to construct an investment portfolio. We'll cover various invest-ment theories used in selecting stocks and other securities. Course is not designed for day traders.
FUNDAMENTAL & $49
ADVANCED ANALYSIS OF STOCKS
Learn to construct an investment portfolio. We’ll cover various investment theories used in selecting stocks and other securities. Course is not designed for day traders. Materials: $20.
John Larsen (See bio above)
Room: TBA 7:15 – 9:15 pm
Class # 45552 Tue, 11/18 - 11/25
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Location: TBA |
Date: |
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Fee: $ |
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| MUTUAL FUNDS |
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| Learn how to select funds, determine true costs, measure risk, and put a portfolio together. Covers strategies, down-market investing, prospectus review, ROTH, SEP, IRA concepts with funds, and taxation. |
Class No.: 45405 |
Location: TBA |
Date: 9/23 - 9/30 |
Day: Tuesday |
Fee: $49 |
Time: 7:15 – 9:15 pm |
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THE NEXT HOT STOCK:
BEST WEBSITES FOR INVESTORS |
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Many free and low-cost websites run programs and search engines to help you find high-potential companies, either for long-term investing or short-term trading. Get hands-on training; let the Internet help you build a better portfolio.
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Class No.: 45285 |
Location: TBA |
Date: 9/2 only |
Day: Tuesday |
Fee: $49 |
Time: 6:30 – 9:30 pm |
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