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Money Management



ADVANCED SOCIAL SECURITY CLAIMING STRATEGIES

Social Security may be your largest retirement asset – with total payments often exceeding $1 million for a retired couple.  We will discuss basic factors that impact benefits such as age, continuing to work, and spousal benefits, but will also discuss advanced strategies such as file & suspend, restricted applications, divorcee & widow claiming options, and remarriage.  How you choose to claim not only affects you – but your spouse as well if you pass away first.  All attendees will have the opportunity to receive a personalized social security analysis based on their unique situation.  Ryan Roloff is a CERTIFIED FINANCIAL PLANNERTM professional and an Accredited National Social Security Advisor (NSSA®)




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747401 Clovis Adult Education
CAE D04
18 - &up Roloff 9/22 - 9/22 Tu 06:30 PM - 08:00 PM $29.00 View
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747402 Clovis Adult Education
CAE D04
18 - &up Roloff 10/22 - 10/22 Th 06:30 PM - 08:00 PM $29.00 View
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747403 Clovis Adult Education
CAE D04
18 - &up Roloff 12/3 - 12/3 Th 06:30 PM - 08:00 PM $29.00 View

FINANCIAL PLANNING FOR MEDICAL PROFESSIONALS
Overwhelmed with your work schedule? Just can’t seem to figure out how to make the most of your benefits, pay down your debt, and save towards your dreams? Would you rather put more time towards the things that are important to you outside of work, rather than spend frustrating hours trying to figure out how to manage your financial picture? This class is tailored specifically for the working Medical Professional, and will bring simplification to some of the most complex financial planning topics.  In this class, we will address how to make your money work for you, how to handle those enormous student loans, ways to mitigate your tax burden, how to take full advantage of your company benefits, and how to save wisely for retirement. Andrew McFadden is a CERTIFIED FINANCIAL PLANNER™ professional and his financial advisory practice focuses on helping Medical Professionals progress towards complete financial freedom.  

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749020 Clovis Adult Education
CAE E03
18 - &up McFadden 9/8 - 9/9 Tu We 06:00 PM - 09:00 PM $39.00 View
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749021 Clovis Adult Education
CAE E03
18 - &up McFadden 10/5 - 10/6 Mo Tu 06:00 PM - 09:00 PM $39.00 View

MAKING MONEY IN REAL ESTATE

This course covers purchasing, financing, exchanges, foreclosures, short sales, fixer-uppers, property management, and reducing taxes through real estate investments. Learn to start an investment plan, establish goals, and evaluate real estate investments. Mr. Stumpf is an active real estate broker/investor and has over 30 years experience in real estate. The knowledge you will gain is equivalent to courses costing 20 times more than this class. There will be a $5 material fee payable to the instructor the first night of class.




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747804 Clovis Adult Education
CAE D04
18 - &up Stumpf 9/1 - 9/15 Tu 06:00 PM - 09:00 PM $77.00 View

POWER OF REAL ESTATE: THE 10 STEPS TO BUYING AND SELLING
This class is for the person that wants to learn more about buying or selling a home.  In this class the instructor will teach an approach of how to buy or sell real estate in 10 simple steps.  Through the steps you will learn the basic skills of becoming a successful home owner.  The Power in Real Estate is designed to help you understand ways to reduce stress and enhance your understanding of the real estate concepts.  Christine Cerda is  a local real estate agent and is part of the CORE Solutions Group, LLC.

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749801 Clovis Adult Education
CAE D14
18 - &up Cerda 8/24 - 11/2 Mo 06:00 PM - 09:00 PM $195.00 View

RECOVERING FINANCIALLY FROM DIVORCE FOR WOMEN

Divorce is overwhelming – just surviving the stress and disruption to your life feels like all you can do at times.  In this class, we will help you to prosper post-divorce.  We will cover the basics of financial planning – budgeting, taxation, insurance, debt, investing and retirement. You will be provided resources to access and inventory your current situation, and to move forward.  We will also talk about common issues after divorce, including support arrears, going back to court, and custody changes.  Ryan Roloff is a CERTIFIED FINANCIAL PLANNERTM professional and a Certified Divorce Financial Analyst®. Having been through a divorce himself, he understands the unique challenges and concerns it presents.




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740996 Clovis Adult Education
CAE D04
18 - &up Roloff 9/24 - 9/24 Th 06:30 PM - 08:30 PM $29.00 View
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740997 Clovis Adult Education
CAE D04
18 - &up Roloff 11/17 - 11/17 Tu 06:30 PM - 08:30 PM $29.00 View

RETIREMENT PREP FOR BABY BOOMERS
Are you on track for a successful, enjoyable retirement?  It's hard for everyone to juggle the day-to-day workload and still put the proper amount of time towards securing their retirement years.  This class will help address the most important topics for you when it comes to retirement, including: How much to save each month for retirement and future health care costs; How Social Security works and how to maximize your (and your spouse's, if applicable) benefit; Which accounts to put your retirement savings in; What professionals can you trust to help; and Tips to grow your nest egg and avoid the pains of another stock market crash.  We will address each of these topics and more to help you achieve that successful, enjoyable retirement. Andrew McFadden is a CERTIFIED FINANCIAL PLANNER™ professional and his financial advisory practice focuses on helping Baby Boomers progress towards the retirement lifestyles


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749010 Clovis Adult Education
CAE E03
18 - &up McFadden 8/27 - 9/10 Th 06:30 PM - 08:30 PM $29.00 View
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749011 Clovis Adult Education
CAE E03
18 - &up McFadden 9/30 - 10/14 We 06:30 PM - 08:30 PM $29.00 View