Skip to main content

Personal and Professional Growth >> Personal Finance, Aging, Retirement Planning
« back to courses page

Personal Finances and Retirement Planning

 

 
Gain an understanding of fixed income investments, one of the largest and fastest growing segments of global capital markets.  In this workshop, students will learn about fixed income markets and the different types of securities — treasury, agency, mortgage, corporate and municipal.  We will also address questions including:  What is a bond, its components and structure?  What are principle, interest, maturity and call features?  What are the risks associated with investing in bonds?  What is yield?  How and where can I buy bonds?  How do I know I’m paying a fair price?  

Schedule : Weekly - Thu 7:30 PM - 9:00 PM; starting 4/26/2018, ending 4/26/2018

Tuition: $20.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Donald Mutterperl 



View Details »
Many people know how to save, spend, or invest their money.  Less understood is how to give it away well.  Want to change the world?  You have read about how donors have taken on social, environmental or health problems and really made a difference.  With the right mix of your time, talent and treasure you can do this too.  Impact philanthropy requires a strategic approach beginning with knowing yourself, drafting your own giving mission, and crafting expectations with measurable outcomes.  Whether you plan to donate one dollar or one million dollars, this class will address state-of-the-art techniques for making your giving matter more.  Creating a tradition for giving for those that follow you is the gift that keeps on giving.  Explore ways to engage your family members in the issues close to your heart, discover what captures their imaginations, and use their passion and skills to make a lasting impact.    

Schedule : Weekly - Thu 7:00 PM - 9:00 PM; starting 5/3/2018, ending 5/3/2018

Tuition: $25.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Laura Lewis 



View Details »
This one-session class will cover strategies for how to get your money to work for you, the latest thinking in long-term investing.  It will also address how to get your personal finances on track and stay there with appropriate insurance and estate planning so you can leave a legacy.  

Schedule : Weekly - Tue 7:00 PM - 8:30 PM; starting 5/8/2018, ending 5/8/2018

Tuition: $20.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Multiple Instructor :
 1.Laurie Girsky  2.Cindy Golub 



View Details »
This four part class is meant to prepare soon-to-be retirees for the decisions they will soon face. Learn how to organize your personal finances, stay invested in an uncertain market, position your portfolio to provide income, determine the financial implications of housing in retirement, transfer wealth to the next generation, and plan for potential long term care costs.  

Schedule : Weekly - Wed 7:00 PM - 8:30 PM; 4 sessions; starting 5/16/2018, ending 6/6/2018

Tuition: $80.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Paul Tramontozzi 



View Details »