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Personal Advancement >> Money Matters

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Weekly meetings will be held to exchange and discuss views, information and ideas for investing money.  Focus will be primarily but not limited to stock market type investments.  All levels of investors are welcome.  Professionals are invited but direct sales are not allowed.  Subjects and format will be determined by members.  Outside speakers will be brought in occasionally.  Informative political information will be allowed but not political discussion or comment.  Consider the meetings as tutorial and a continuing education, not a formal class.  

Self-Paced

Instructor : James McMahon 

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start Date: upon registration

Tuition: $4.00



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Come learn the latest information on what is covered by Parts A,B,C,D and supplements(medigaps).

1 session

Instructor : Stephen Bradley 

Weekly - Mon 5:30 PM - 7:00 PM (9/12/2016-9/12/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 09/12/16

Tuition: $15.00



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This class will introduce you to myths and facts about Medicaid qualification for long term care.  When long term care in a nursing home is needed it is possible to preserve the majority of your assets and still qualify for nursing home benefits.  Spend down can be stopped.  A person with more than $2,000 in assets can qualify for Medicaid benefits.  Even if income is above the Medicaid limit a specific trust can be created to help with income qualification.  

1 session

Instructor : Ed Marcum 

Weekly - Tue 4:30 PM - 6:00 PM (9/13/2016-9/13/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 09/13/16

Tuition: $15.00



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Does getting a Lousy 1% on your CD bug you? Worried about the stock and bond market? How about a tax deferred account without surrender charges? Tax free income? Want to leave a legacy? Learn about strategies that protect and grow your wealth. This class is all about explaining your many options and annuities are not the only one. Come learn more.  

1 session

Instructor : Stephen Foley 

Weekly - Tue 5:00 PM - 6:00 PM (9/13/2016-9/13/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Rm A

Start date: 09/13/16

Tuition: $15.00



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“You have worked a lifetime to achieve financial success.  Learn how to properly set goals, calculate how much you’ll need to maintain your lifestyle as your define it throughout retirement!  The retirement planning process is different than it was when you entered the workforce.  You will receive a 230 page textbook covering all class topics.  Most importantly, your instructors will explain why people run out of money in retirement and how you can plan to help make sure that it doesn’t happen to you.  It is never too late to work toward financial peace of mind!  Couples may attend together for only one registration fee.

2 sessions.

Instructor : Jordan 

Weekly - Mon, Wed 6:30 PM - 9:00 PM (10/3/2016-10/5/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  conf rm

Start date: 10/03/16

Tuition: $55.00



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This class will introduce you to myths and facts about Medicaid qualification for long term care.  When long term care in a nursing home is needed it is possible to preserve the majority of your assets and still qualify for nursing home benefits.  Spend down can be stopped.  A person with more than $2,000 in assets can qualify for Medicaid benefits.  Even if income is above the Medicaid limit a specific trust can be created to help with income qualification.  

1 session

Instructor : Ed Marcum 

Weekly - Tue 4:30 PM - 6:00 PM (10/11/2016-10/11/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  conf rm

Start date: 10/11/16

Tuition: $15.00



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Income in retirement. A secure retirement is based on the income or cash flow that comes in on a monthly, quarterly or annual basis. Pensions, social security and investment income are the primary sources of income. Pensions and social security are generally fixed. Cd’s pay virtually nothing. Annuities can have big tax consequences and offer little liquidity. Learn ways to safely generate the additional income you may need.

1 session

Instructor : Stephen Foley 

Weekly - Tue 5:00 PM - 6:00 PM (10/11/2016-10/11/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Rm A

Start date: 10/11/16

Tuition: $15.00



View Details »
“You have worked a lifetime to achieve financial success.  Learn how to properly set goals, calculate how much you’ll need to maintain your lifestyle as your define it throughout retirement!  The retirement planning process is different than it was when you entered the workforce.  You will receive a 230 page textbook covering all class topics.  Most importantly, your instructors will explain why people run out of money in retirement and how you can plan to help make sure that it doesn’t happen to you.  It is never too late to work toward financial peace of mind!  Couples may attend together for only one registration fee.

2 sessions.

Instructor : Jordan 

Weekly - Mon, Wed 6:30 PM - 9:00 PM (10/17/2016-10/19/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Rm G/H

Start date: 10/17/16

Tuition: $55.00



View Details »
This class will introduce you to myths and facts about Medicaid qualification for long term care.  When long term care in a nursing home is needed it is possible to preserve the majority of your assets and still qualify for nursing home benefits.  Spend down can be stopped.  A person with more than $2,000 in assets can qualify for Medicaid benefits.  Even if income is above the Medicaid limit a specific trust can be created to help with income qualification.  

1 session

Instructor : Ed Marcum 

Weekly - Tue 4:30 PM - 6:00 PM (11/8/2016-11/8/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  conf rm

Start date: 11/08/16

Tuition: $15.00



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Insurance. No one wants to pay for it but everyone is glad they had it when they needed it. Long Term Care and Life Insurance can not only protect your hard earned estate but can offer ways to transfer wealth to generations to come. Learn how to bypass taxes to future generations and protect the wealth you now have.  

1 session

Instructor : Stephen Foley 

Weekly - Tue 5:00 PM - 6:00 PM (11/15/2016-11/15/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  conf rm

Start date: 11/15/16

Tuition: $15.00



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Come learn the latest information on what is covered by Parts A,B,C,D and supplements(medigaps).

1 session

Instructor : Stephen Bradley 

Weekly - Mon 5:30 PM - 7:00 PM (12/5/2016-12/5/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  conf rm

Start date: 12/05/16

Tuition: $15.00



View Details »
Does getting a Lousy 1% on your CD bug you? Worried about the stock and bond market? How about a tax deferred account without surrender charges? Tax free income? Want to leave a legacy? Learn about strategies that protect and grow your wealth. This class is all about explaining your many options and annuities are not the only one. Come learn more.  

1 session

Instructor : Stephen Foley 

Weekly - Thu 5:00 PM - 6:00 PM (12/8/2016-12/8/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  conf rm

Start date: 12/08/16

Tuition: $15.00



View Details »