This course will teach you methods for keeping track of your money, creating a budget, and making spending and savings decisions. This is a basic beginner’s class and suitable for anyone who needs guidance in managing their money. At the end of this course, you will know how to maintain a check register, reconcile a bank statement, track credit card charges, create a budget, use manual or computer-based ledgers, calculate loan payments and fill out basic payroll tax forms. Bring your checkbook register or an online bank statement (for your use only in class).

Instructor: Kate Okrongly
Subject: Cont_ed          Course #100-30039

#68773            Oct 1,                7:30-9:30pm

Arm yourself with the ability to interview, evaluate and select a competent financial advisor. Learn about compensation methods, titles, licenses and designations and why they are critical to your financial success. Receive a checklist you can use to evaluate any advisor. Register a guest at no cost.

Instructor: James Schwartz
Subject: Cont_ed Course #100-30019

#66997                 Sep 17                  6:30-8:30pm
Fee: $29              1 Thursday             G136

Guest section: 67043

There comes a time when you must or should take over your financial future. This course will teach you about the unique financial issues and money skills needed after losing a spouse or partner to divorce, death or incapacity. You will also learn about the common financial mistakes made during the grieving process and how to avoid them. Learn the basics of financial planning including cash flow, spending plans, debt, employee benefits, education funding, taxes, retirement, estate planning, risk management, long-term health care and investments. Finally, you will learn how to select a professional financial advisor.

Instructor: Jim Schwartz
Subject: Cont_ed     Course #100-30040

#68776                  Sep 22, 29,           6:30-8:30pm
Fee: $35                 2 Tuesdays          M128

Even if a settlement looks equitable, the outcome can be very inequitable. All assets are not created equal. Identification of future cash flow or consumption of assets is vital to maintaining your quality of life. Understand the tax impact of spousal maintenance and child support and protect your financial security BEFORE signing papers.

Instructor: James Schwartz
Subject: Cont_ed    Course #100-30018

#66995                 Sep 15                    6:30-9pm
Fee: $35              1 Tuesday               M128

Learn how to assess your financial situation and develop a unique, comprehensive plan to achieve your retirement goals. For retirement and life planning, it takes more than money to live a ‘rich life’. The course is designed to teach how to build wealth and align your values with money to accomplish your goals in life. Consider this course if you need help determining how you would like to spend your time and money during retirement. Textbook is available for $20 in class. Register a guest at no additional cost.

Instructor: G. Douglas Taylor
Subject: Cont_ed     Course #100-30043

#xxxxx                      Oct 15, 22                   6:30-9:30pm
Fee: $49                 2 Thursdays              G136

Guest registers for Cont_ed      Course #111-30043 #70453

Home Ownership and Credit Tips for the New Market Prepare yourself for the opportunity to become a homeowner! Uncover ways to protect your credit and improve your scores, especially during this credit crisis. There are new rules for a housing market influenced by foreclosures and bank-owned properties. This class will give you the basics for buying a home along with credit tips to help you pre-qualify for a home loan and protect your credit for the future. If you are buying in Arizona, you won’t want to miss local information that relates to your purchase. Register a guest at no additional cost.

Instructor: Kathleen Prather
Subject: Cont_ed           Course #100-30041

#68781             Nov 10              6:30-9pm
Fee: $35           1 Tuesday              G136

Guest registers for #68783

This informative class introduces you to the key concepts & practices of wise money management. Learn how to minimize taxes, maximize investment returns, and provide a secure future for you and your family. Register a guest at no additional cost.

Instructor: Bill Gold
Subject: Cont_ed     Course #100-30042

#70454 Sep 17-Oct 1 6:30-9:30pm
Fee: $59           3 Thursdays             M128
Guest registers for Cont_ed 111-30042 #70455

#70456              Sep 21-Oct 5           6:30-9:30pm
Fee: $59           3 Mondays                M202
Guest registers for Cont_ed 111-30042 #70457

#65644             Oct 27, Nov 3, 10      6:30-9:30pm
Fee: $59           3 Tuesdays              BLKMTN 104*
Guest registers for Cont_ed 111-30042 #65645

Learn how to invest in safe secure growth stocks that are historically proven and will even gain during a recession. How to by-pass your broker and keep the profit for yourself. Plus what is happening in our economy and stock market today and how to use this to improve your own finances. Optional text is $15 and payable to the instructor in class.

Instructor: Bobbie Christensen
Subject: Cont_ed      Course #100-30001

#66989            Oct 7                        6 – 9pm
Fee: $39          1 Wednesday          M229

Start with the basics of mutual funds and then move into advanced aspects. Learn how to select funds, how to understand true costs, how to measure risk, and how to put a portfolio together. Strategies, down-market investing, ratings, prospectus reviews, ROTH, SEP, IRA concepts with funds, taxation, and other important aspects will be discussed.

Instructor: John Larsen
Subject: Cont_ed         Course #100-30005

#66991                  Nov 10, 17                  7:15-9:15pm
Fee: $39                2 Tuesdays                J140

Women can be vulnerable to financial problems when you consider the statistics indicating they live 12-18 years longer than their husbands. In addition, women are making the decision that ‘a man is not a financial plan.’ Learn how vital it is to get your finances in order and how to take maximum advantage of wealth-creating ideas. Register a guest at no additional cost.

Instructor: John Larsen
Subject: Cont_ed     Course #100-30010

#67057            Oct 20, 27             7:15-9:15pm
Fee: $49          2 Tuesdays          M109
Guest registers for #111-30010 #67059

Learn to construct an investment portfolio. We’ll cover various investment theories used in selecting stocks and other securities. Information will benefit those who own or plan to own stocks or stock mutual funds. This course is not designed for day traders. Fee includes all materials.

Instructor: John Larsen
Subject: Cont_ed    Course #100-30006

#66993                  Sep 15, 22            7:15-9:15pm
Fee: $39                2 Tuesdays           M226

Now is the time to make the right decisions and help your family deal with the loss of a loved one. Remove some of the fear surrounding this topic and learn how to pre-plan your own arrangements or deal with arrangements as a survivor. The Family Estate Planning Kit is included and covers information on wills, living wills, bank accounts, veteran’s benefits, social security benefits, hospice services, death certificates, funeral preferences and cemetery/mausoleum arrangements.

Instructor: Sandy Hancock
Subject: Cont_ed        Course #100-60028

#66951             Oct 23                 9:30-10:30am
Fee: $5             1 Friday               J138