Shares perspective on a process women can use to identify financial goals and set a strategy. Discusses Rule of 72, systematic investing, employer-sponsored retirement plans and IRAs as strategies for saving.Examine how to budget for retirement expenses, potential sources of retirement income and potential risks such as LTC and health care costs.Audience: Investors who are thinking about retiring or who have retired recently
This class is a 4-week series.
"Foundations of Investing" - Foundations of Investing is for people who are new to investing or need a refresher. Participants will learn the importance of developing a strategy, the impact of asset allocation, and the influence of inflation on your long-term goals.
"Stocks: The Nuts and Bolts" - Stocks may play a major role as investors try to reach their long-term financial goals. This presentation shares basic information to help investors evaluate how this type of investment may fit into an overall strategy. We will discuss common versus preferred stock, dividends, investment strategies, and different ways to own stock.
"An Investor's Tour of Mutual Funds" -This class will be a step-by-step guide to mutual funds. It is designed to provide a detailed look at the features, benefits, and risks associated with this type of investment, as well as a map to mutual fund selection.
"Tax Free Investing: It's Not What You Make, It's What You Keep!" -in this session, we will discuss the benefits and considerations of choosing investments that offer tax advantages. Participants will learn about tax-advantaged investments and their features, tax-free investment returns versus taxable investment returns, the three ways to purchase municipal bonds, and how tax-free investing can help you achieve your goals faster.
The Lifelong Learning program is excited to once again host its bi-annual kickoff where attendees will have the chance to meet Lifelong Learning Instructors, Office of Continuing Studies Staff, partnering programs and many more. The catalog will be available for pickup, and attendees will have the opportunity to register for upcoming courses, special events and trips. Refreshments will be available. Seating is limited, so please register in advance.
Visits with medical providers may become more intimidating as people age. It is sometimes difficult to find the time to ask questions regarding your maintenance of your health and well being in the physician's office. This course seeks to answer some of these questions by bringing local physicians together with eastern North Carolina residents.
This two-part course will highlight important laws and practical considerations in estate and end-of-life care planning, as well as estate administration. Part I will discuss the legal documents necessary to ensure that a person's wishes regarding property distribution, financial management, health and end-of-life care are followed. Part I will also cover property transfers, asset preservations, the creation of life estates and planning techniques that can limit financial costs and minimize emotional strain on loved ones.
Part II will focus on inheritance laws, the estate administration process, costs related to estate administration, basic estate taxation laws, and will also cover Medicaid recovery rules. This course is not intended as a substitute for legal advice for a particular case.
In this program, we will review the essentials of preparing a plan for the best possible response to a disaster. You will learn the essentials of an emergency preparedness kit for yourself, your family, and even your pet. Information will be provided on the types of emergencies that may occur where you live, work, or play. We will discuss what you can do to assist your family and community in time of an emergency.
It is important for everyone becoming eligible for Medicare to obtain accurate information for coverage and delivery options, supplemental health insurance, Medicare health plans, and prescription drug coverage. Attention to these issues will help you avoid serious costly problems. This workshop will help you map your journey to Medicare, highlighting roadblocks and warning signs along the way.
Should I Stay or Should I Go?
Throughout the course you will learn communication techniques with your family to have productive discussions about your retirement living choices. Course participants will enjoy a frank discussion of the different options and how to best understand the best option for themselves.
Aimed at investors who are thinking about retiring or who have retired recently, this course will examine how to budget for retirement expenses, potential sources of retirement income and potential risks such as long term care and health care cost