Our Course Offerings
Each session includes refreshments.
Can You Afford to Retire?(2 sessions)
A seminar for pre-retirees
A financially secure retirement is within the reach of most, if we effectively use the tools available to us and plan strategically for our full retirement needs. This seminar can help students anticipate all their financial needs during retirement. Further, it promotes the proper planning methods to address and meet those needs for the full length of retirement.
Featured sections include overcoming the effects of inflation, protecting investments from taxation, preventing erosion of assets due to long-term care expenses, and a thorough discussion of insurance and estate planning.
This course includes information about levels and need for various types of insurance*, financial planning in divorce, social security, inheritance tax issues and much more.
This course is offered: January 14 and 21 at Slippery Rock University (Regional Learning Alliance Location)
Financial Security for Women (2 sessions)
A Seminar Addressing Investment Strategies for Women
This seminar presents time-tested financial planning principles and up-to-date information about investment strategies for women. Whether your particular life objectives are education funding, buying a house, career change, retirement security or estate planning, this seminar offers comprehensive plans to help you reach your financial life goals.
Methods for evaluating, selecting and monitoring investments, insurance needs, financial planning in divorce and maximizing the strength of one's portfolio are covered as well.
This course includes information about levels and need for various types of insurance*, financial planning in divorce, social security, inheritance tax issues and much more.
This course is offered: March 5 and 12 at Slippery Rock University (Regional Learning Alliance Location)
Business Owners Success Seminar(2 sessions)
Business owners work hard to make their vision come to life. But, once they do, they often miss out on the full range of financial benefits that can accrue to them. A successful company is an ideal vehicle for creating fringe benefit programs that create wealth for the owner. A prime example is the company’s retirement plan. Many owners do not know if they have the plan best suited to their goals or that plans can be tailored to meet the specific objectives of the owners. Many fail to see the fact that the retirement plan is an additional tax-deductible and tax-deferred asset of the owner even if the business is sold.
Come to class and learn the full range of benefits that can be crafted to fulfill the individual goals of business’s owners. This will cover, among other topics, the all-important retirement plan, buy/sell arrangements, succession planning, disability coverage and how to groom the next generation of management to preserve the choice between full retirement or continued association with the business.
The course is taught by Robert Fragasso, CFP, and President of Fragasso Financial Advisors with over 36 years in business and counseling business owners. He is the author of Starting Your Own Practice; An Independence Guide for Professional Service Providers.
This course is offered: February 18 and 25 at Slippery Rock University (Regional Learning Alliance Location)
Achieving Life's Goals: A Personal Financial Planning Workshop (2 sessions)
A seminar about asset-accumulation and financial planning primarily for people in their asset accumulation years.
You will learn dynamic financial principles and up-to-date financial tools that you can use to your advantage to meet your educational and retirement goals. With proper planning, you can enjoy the freedom to make career and other life choices based on your desires and not financial constraints. This course includes information about levels of need for various types of insurance* financial planning in divorce, Social Security, inheritance tax issues and much more.
This course is not being offered at this time.
Your Power Years
A Preview of Tomorrow's Possibilities
- Appreciate how the Boomer Generation has transformed every life stage they have inhabited.
- Understand the longevity revolution and how it will change our society, communities, families and the marketplace.
- Recognize the difference between a traditional linear life and the opportunities inherent in the new cyclic life paradigm.
- Learn how retirement is being re-visioned and what these “power years” can mean to your life.
- Envision “Your Power Years, identify the challenges ahead, and explore the steps necessary to fund your future.
This course is not being offered at this time.
Financial Security During Retirement
A seminar for retirees
Meeting retirement goals and maintaining financial security throughout your lifetime require careful planning and the application of specific financial management strategies. Retirees who plan effectively can more likely assure a financially comfortable, full retirement.
This course covers all the important financial strategies that are critical throughout retirement, and arms the retiree with information and tools to combat inflation, minimize taxation, and maximize the strength of one's portfolio.
Students will also be asked to consider the non-financial aspects of retirement, such as self-image, use of time, and housing choices.
Finally, this course concludes with sections on Social Security, long-term care, the new IRA distribution rules, and estate planning. This course also includes information about levels and need for various types of insurance*, financial planning in divorce, social security, inheritance tax issues and much more.
This course includes information about levels and need for various types of insurance*, financial planning in divorce, social security, inheritance tax issues and much more.
This course is not being offered at this time.
*Level of need for various types of insurance, both fixed and variable, and/or annuities will be discussed.