|
Finance
Get Ready, Set, Go! Tax Preparation
Get all of your tax information organized and be ready to file your 2007 taxes before the deadline. Start early, procrastination only makes this task more difficult. If you’ve struggled to get your tax information ready on time, this class will give you tips to make it easier to get ready to file for 2007. This two session workshop will provide you with the tips and tools to simplify this project. Then learn how to set up your files so it will be even easier next year.
Cost $29 Betty Thompson, NAPO
Thursday (2 sessions) 1/31 – 2/7
7:00 pm – 9:00 pm NC 500 0767
How to Build Real Wealth through Debt Elimination
Workshop designed for people who want to build real wealth and achieve financial freedom by eliminating debts. Learn to pay off your credit cards and other loans including your mortgage in 10 years or less! Do all this with your current income! Bring your list of debts, calculator and pencil and develop your personal debt payoff schedule.
Supply Fee $10, payable to instructor on first day of class
Cost $29 J. Young
Tuesday (1 session) 2/5
6:00 pm - 9:00 pm NC 500 0760
Register a friend for free NC 500 0761
Wealth Creation: Protect Your Family and Your Future
Having the right plan in place for your future and the future of your family is essential to building your financial future. And having the right documents in place to protect and pass your valuable assets on to loved ones will ensure that the government or attorneys do not become the heirs of your estate. Topics covered in this one-day seminar:
- Alarming statistics about retirement, savings, and debt
- How to start building Wealth Creation
- How to create the perfect Wealth Creation Dream Team
- How to pay down debt
- Plan and save for retirement, and calculate and save for college expenses
- Which documents are needed to protect you assets
Additionally, attend this seminar and receive a complimentary planning questionnaire to help determine the missing pieces and an overall financial review to help create a step-by-step plan.
Cost $29 S. Melvin
7:00 pm – 8:30 pm
Thursdays:
NC 500 0384 2/7
NC 500 0416 3/6
NC 500 0472 4/10
*Class dates and times are subject to change, please call 623-935-8426 for confirmation*
Purchasing a New Home or Investment Property
This course begins by covering the basics and strategies of purchasing a home – from your first purchase to multiple investment properties. You will learn how to avoid common pitfalls of real estate and how to save (and make!) money on your next purchase. Learn how to make Real Estate work for you by applying the concepts taught including how to choose a solid purchase opportunity, finance your purchase and make it profitable as well as ways to improve and strengthen your credit rating. This course also covers strategies to decrease your personal income taxes, build wealth to provide for your future retirement and ways to increase your monthly cash flow. The creator of this class, Alan Blood, has over nine years experience in the Utah real estate market and has helped hundreds of families succeed in reaching their real estate goals. Come learn how to make your dream a reality.
Fee $5, payable to instructor on first day of class
Cost $39 L. Thaxton
Tues & Thurs (2 sessions) 2/26 & 2/28
7:00 pm – 9:00 pm NC 500 0550
Fee $5, payable to instructor on first day of class
Cost $39 L. Thaxton
Tues & Thurs (2 sessions) 4/8 & 4/10
7:00 pm – 9:00 pm NC 500 0600
Mortgages 101: What Your Loan Officer Never Told You
Over 100 Mortgage companies have closed in the last year. Foreclosures are at an all-time high and will continue to rise.The Mortgage Crisis continues to put the US and Global Markets under strain. Who's looking out for YOU? How does all of this affect YOU, Your Home, and Your Mortgage? These questions and much more are answered while Certified Mortgage Planner Samuel Melvin guides you through the mortgage maze. You will learn
● An insider's view of the current housing and real estate market
● How the current market affects your mortgage interest rate
● How your mortgage can be your friend and not your enemy
● How to maximize cash flow and create wealth
● How to improve your credit rating and borrowing strength
● Leveraging strategies used by the wealthy
● Learn the benefits of Mortgage Planning
● Defensive Measures YOU should take NOW
Cost $29 S. Melvin
7:00 pm – 8:30 pm
Tuesdays:
NC 500 0435 1/22
NC 500 0565 2/5
NC 500 0570 2/19
NC 500 0596 3/18
NC 500 0627 4/15
The In’s and Out’s of Reverse Mortgage
With the growing senior population, Reverse Mortgages have become a viable option for senior homeowners as part of their retirement plan. Certified Mortgage Planner Samuel Melvin will guide you through the in’s and out’s of Reverse Mortgages by discussing:
· Basic features of the Reverse Mortgage
· The differences between regular mortgages and Reverse Mortgages
· Common questions about Reverse Mortgages
· 10 Most Common Myths of Reverse Mortgages
· Most common uses of the Reverse Mortgages
Come learn how the FHA-insured Reverse Mortgage can enhance your retirement plan. This class is designed for senior homeowners and/or their responsible loved ones, financial advisors, and attorneys.
Cost $29 S. Melvin
1:30pm – 3:00pm
Wednesdays:
NC 500 0363 1/16
NC 500 0364 2/20
NC 500 0610 3/19
NC 500 0658 4/16
Missed Fortune and Last Chance Millionaire
Financial independence. Wealth empowerment. Millions of people dream about it, but few achieve it. Why? They follow the crowd. If you're ready to stop doing what everybody else is doing...if you're ready to uncover the path to creating true wealth.....then you're ready to claim your "Missed Fortune." This is your starter kit to becoming a millionaire.
Developed by author and financial services expert Douglas Andrew, the Missed Fortune True Wealth Transformation is by no means a get-rich-quick method. The strategies are proven, yet not common knowledge. The ideas are not novel, but the approach is. The Missed Fortune True Wealth Transformation lays out principles that will free you from common money traps and empower your future. Taught by Certified Mortgage Planner Samuel Melvin, you will learn:
- How to plan for YOUR retirement, not Uncle Sam's
- Unless you want higher taxes when you're retired, you may want to rethink your 401(k), IRA or pension.
- For more spendable income during retirement, find the right non-qualified retirement vehicles.
- Pay now, play later. Find out now how to transfer up to hundreds of thousands of retirement dollars from qualified plans into non-qualified plans, without tax consequence.
- Stop paying off your mortgage with extra principal payments. Any way you look at it, it's not the wisest or quickest way to financial independence.
- Want an extra million dollars? Put your equity to work for you.
- Develop your own P.L.A.N. (Perpetual Life of Asset Nurturance) to transform your life-and your family's.
Supply fee $10, payable to instructor in class
Cost $29 S. Melvin
7:00pm-9:00pm Thursday (1 session)
NC 500 0758 2/28
NC 500 0769 3/27
NC 500 0770 4/24
Successful Money Management
Achieving financial success depends upon the actions you take today! In three informative sessions, the Successful Money Management course will introduce you to the key concepts and practices of wise money management. Decide what you want to do today, where you want to go, and take control of your financial future. You may bring a guest for no additional fee, but they must be registered.
Cost $59 Gold and Associates
Thursday (3 sessions) 2/14 – 2/28
7:15 pm – 10:00 pm NC 500 0756
Register a friend for free NC 500 0757
Making Sense of Investing
If you don’t know a CD from a CMO or an IRA from a 401k, you won’t want to miss this seminar. You will receive an introduction to many investment options, including CDs, municipal, government and corporate bonds, mutual funds, stocks, retirement planning tools, and much more. A lesson in how to assess your current financial situation, set financial goals, and develop an investment plan to meet those goals. Don’t miss this opportunity to learn how proper investing can change your financial future.
Supply Fee $10, payable to instructor on first day of class
Cost $29 J. McDonald
Tuesday (6 sessions) 1/29 – 3/4
6:00 pm – 8:00 pm NC 500 0762
Supply Fee $10, payable to instructor on first day of class
Cost $29 J. McDonald
Tuesday (6 sessions) 4/8 – 5/13
6:00 pm – 8:00 pm NC 500 0763
Making Sense of Annuities
Annuities are great investment tools for growing your investment dollars tax-deferred. It guarantees your principal is safe, offers the stability of a fixed rate, or the flexibility and opportunity of a growing income. Come join us for an informational workshop where we will explore the different opportunities annuities can offer, and if they are a good fit for your portfolio.
Cost $19 J. McDonald
Thursday (1 session) 2/21
6:00 pm – 8:30 pm NC 500 0694
Cost $19 J. McDonald
Tuesday (1 session) 3/25
6:00 pm – 8:30 pm NC 500 0738
Patrick E. Bertenshaw is a CERTIFIED FINANCIAL PLANNER™ and a well known speaker, educator and author in the field of financial planning and investment management for retirees.
You May Live to 100: Will Your Nestegg?
What plan do you have in case you live 30 years past the day you retired? Do you have enough money to maintain a secure, independent and enjoyable lifestyle? If you’re concerned that inflation, market volatility and unforeseen expenses may cause your investment portfolio to fail to meet your standard of living, please join us for this fun and educational class. It will teach the strategies that can help you maintain your financial independence and security for a lifetime.
Cost $19 P. Bertenshaw
Thursday (1 session) 2/7
1:30 pm – 3:30 pm NC 500 0687
Protect and Prepare Your Surviving Spouse
The death of a spouse is a very difficult experience. And, even during this period of grief and emotional readjustment, you will be called upon to make important financial decisions. This workshop is designed to educate and prepare those individuals, who for the first time are or will be facing crucial financial and investment decisions alone.
Cost $19 P. Bertenshaw
Thursday (1 session) 3/6
1:30 pm – 3:30 pm NC 500 0698
Attention Baby Boomers: How Prepared are you for Retirement?
Will you be able to retire when you want and the way you want?
What plan do you have if you live 30 years past the day you retire? Will you have enough money to maintain a secure, independent and enjoyable lifestyle for you and your spouse?
If you’re concerned that your investment portfolio might fail to meet your standard of living during your retirement years please join us for this educational and fun class.
Topics include:
- How to avoid the nine big mistakes when planning for retirement
- What investment strategies may work best for you
- How to potentially protect and grow your retirement assests
- How to find the right financial consultant
Mr. Bertenshaw has taught classes and workshops for ASU, U of A, Maricopa Community Colleges, the Governors Conference on Aging and the Arizona Bar Association.
Cost $19 P. Bertenshaw
Thursday (1 session) 4/3
1:30 pm – 3:30 pm NC 500 0745
| 
