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Courses

(BUS10026/BUS10126) THE GREAT WEALTH TRANSFER

The U.S. is entering a significant period of money, property, and asset transfers between generations-often referred to as the Great American Wealth Transfer. This session explains what the transfer means, common challenges, and practical steps to reduce conflict and plan with confidence.

This course is not open for registrations.
Registration opens on Wednesday, September 9, 2026 at 10:00 a.m.

(BUS10226) THE YEAR IN BUSINESS: 2025 IN REVIEW

The class will review a wide range of national, state, and local outcomes from the past year, including trends in financial and real estate markets, government debt, inflation, airline on-time performance, TSA screenings, unemployment rates, movies, and more.

This course is not open for registrations.
Registration opens on Wednesday, September 9, 2026 at 10:00 a.m.

(BUS10326/BUS10326Z) FINANCIAL LITERACY, LONG-TERM FINANCIAL SECURITY, RETIREMENT CONFIDENCE

This course guides retirees in evaluating and strengthening their financial security by reviewing key areas such as income management, debt, savings strategies, taxation, and market risks.

This course is not open for registrations.
Registration opens on Wednesday, September 9, 2026 at 10:00 a.m.