FREE! Who Are You Leaving Your Money To?
Join us for this complimentary course presented by Raymond N. Beebe, Esq., CPA, a member of the National Academy of Elder Law Attorneys. Topics will include longterm care options and hospice, how to avoid death tax traps that can affect the whole family, wills, and trusts used in estate planning, and durable powers of attorney and health care declarations.
PDEV-124 (2 hours)
Cost: Free (registration is required to reserve a seat in this workshop)
Section MW02: Mays Landing Campus
Thursday, April 3, 2-4 p.m.
Section CW02: Cape May County Campus
Thursday, May 1, 2-4 p.m.
Please call (609) 343-5655 to complete registration.
Retirement Planning Today
With financial independence, retirement can be the most fulfilling time of life. This class covers essential money management concepts and issues that are critical to people at or near retirement. Topics include reducing pressures on retirement income and which assets are appropriate for retirement income, which are appropriate for lifetime use and which assets are appropriate for future generations, how to make the right health care decisions, and options on how to transfer assets to other generations of family. An optional financial planning consultation is provided after the class. A “hear it, see it, read it, write it” teaching method makes it easy for students to understand and remember the practical information. The fee includes one workbook per paid registration.
CFIN-106 (6 hours)
Fee: $59 (Couples may attend together for this fee. Your guest will need to be registered to reserve a seat in the class. Please call (609) 343-5655 to complete registration).
Section CW03: Cape May County Campus
Tuesdays, January 28 and February 4, 6-9 p.m.
Rejuvenate Your Retirement
This workshop is designed for current retirees, ages 65+. In this course, you will learn how to maintain and increase the benefits of your current retirement plan by discovering new ways to stay mentally, physically, and socially active. In addition, we will cover important financial topics, such as reducing taxes, assessing investment risk, planning for health care needs, and planning your estate. The fee includes one workbook per paid registration.
CFIN-120 (4 hours)
Cost: $59 (Couples may attend together for this fee. Your guest will need to be registered to reserve a seat in the class. Please call (609) 343-5655 to complete registration).
Section CW01: Cape May County Campus
Tuesdays, January 28 and February 4, 2-4 p.m.
