Our Classes
Personal Investment
Management
Women Taking Financial
Control
Saving for
College With a ‘529 Plan’
For Widows: Managing
on Your Own
Widely recognized for
years because of our skills and professionalism in virtually all areas of
financial planning, members of the Meritus team have continually taught a
variety of financial planning courses at Elgin Community College, 1700 Spartan
Drive, Elgin, IL 60123.
To register for one or
more of the following classes, or for additional information about a particular
course, please call Elgin Community College at (847) 622-3036 or fax your
inquiry to the college at (847) 214-7815.
Next
Class: Summer of 2005
Personal Investment
Management
Positioning Yourself for Economic
Recovery
Now more than ever, sound
investment management is critical for achieving your long-term financial goals.
You will learn the importance of asset allocation when constructing or
rebuilding your own model portfolio. You will also discover the pitfalls of
market timing and market risk as they pertain to your personal investment plan.
You can also find out how you can evaluate the merits of investing in stocks,
bonds, mutual funds and CDs.
This is a very practical
course that will teach you how to steer clear of common investment mistakes,
define your investment goals, assist you in selecting investments that
accurately match your objectives, and provide insights into selecting your own
financial advisor.
Additional topics to be
discussed in class will include tax planning, retirement planning, 401(k)
rollovers and IRAs.
Whether you are a
beginning investor or a veteran of the markets, this course will provide you with information and tools you
can begin to use immediately.
Register Now! Cost: $49.00.
Next Class: Summer of 2005
Women Taking Financial
Control
A Financial Management Workshop Created
Specifically For Women
Many women have been led
to believe that financial independence is beyond their reach or understanding,
either because they lack the required knowledge, or they earn less than their
male colleagues, or their marital status precludes it. However, true financial
independence has much more to do with taking control of whatever financial
resources you already have.
This course is designed
to assist women in making better, more informed decisions about their personal
finances. Topics such as Cash Management, Risk Management, Taxes, Investments,
Retirement Planning, and Estate Planning will be explained in terms that are
easy to understand.
Other topics we will
discuss during the two evening sessions will deal with establishing and
maintaining financial independence following divorce, death of a spouse and a
job loss.
Your instructor will
assist you in evaluating your current financial plan, choosing a financial
professional, and developing a sound strategy for making the most of your
personal assets.
You are sure to feel
comfortable attending this class in a friendly, ladies-only
environment.
Register Now! Cost: $49.00.
Next Class: Summer of 2005
Saving for College With a
‘529 Plan’
A “529 Plan” is
a Great Way to Save for Your Children’s
Education!
Section 529 college
savings plans have been around for several years. Thanks to the Economic Growth
and Tax Relive Reconciliation Act of 2001, they are more flexible than a
prepaid tuition plan, offer more control than a custodial account and have
higher contribution limits than many other tax-deferred saving
programs.
By taking this course you
will learn how to accurately calculate the cost of attending college, and how
to evaluate the various funding options available to you.
You will also learn sound
strategies for taking advantage of 529 college savings plans.
Register Now! Cost: $29.00.
Next Class: Summer of 2005
For Widows: Managing on Your
Own
Addressing the Financial Concerns of Women
Left Suddenly Alone.
Each year, thousands of
women find themselves facing widowhood. Not only are they besieged by often
overwhelming emotions, but when it comes to money matters most are sorely
uninformed. This course offers widows practical, upbeat guidance on how to
adapt successfully to life on their own.
You will learn sound
strategies to address the unique concerns that result from the death of a
spouse. You will also discover how to evaluate your current investments and how
to take charge of financial matters such as planning for retirement. Learn,
too, what strategies can make the most of your life insurance
proceeds.
Because an empathetic
instructor teaches this seminar in a comfortable environment, this course is
appropriate and valuable to widows of all ages.
Register Now!
Cost: $29.00.
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