Business & Money Matters   

This course provides an overview of life insurance essentials, discussing different policy types, coverage determination, policy management, and the application process. We will also discuss how to effectively incorporate life insurance into financial strategies, ensuring long-term security and success.

 

 

Policy Types Covered:

• Term Life Insurance
• Whole Life Insurance
• Universal Life Insurance
• Variable Universal Life Insurance

Turn your business idea into a solid plan with this two-part course on business modeling. In Part 1, you’ll articulate what makes your business unique and appealing to customers, identify your ideal customer segments, and conduct market research to ensure a strong foundation. In Part 2, you’ll explore financial planning, revenue models, and key business strategies to help bring your idea to life. Whether launching a new venture or improving an existing one, this course will give you practical tools to build a sustainable business.

An executor wears many hats: administrator, custodian, investor, accountant, and a person with legal expertise. An executor administers and settles a decedent’s estate, beginning with the probate of a decedent’s will, then marshaling assets, identifying claims of creditors, exercising discretion over the management and control of assets, complying with state and Federal law, accounting, tax management and distribution of assets. We will explore the intricacies of estate administration and discuss the fiduciary duties and liability an executor assumes.

 

Retirement planning is a complex process. With so many decisions to be made and factors to consider, you want to make the right decisions to reach your retirement goals. In this informative class, you will review the best options and strategies that make up a comprehensive retirement income plan and how Social Security benefits, pension benefits, taxes, and long-term care are coordinated.

How do you create wealth to use now and in the future? Whether you are just starting out, getting ready to send children to college, planning for retirement, or just want to understand all investing options, this class is for you. We will cover the basics of stocks, bonds, ETFs (exchange-traded funds), and mutual funds and the principles of investing successfully. In this brief overview, we will compare and contrast the risks and rewards of each method of investing, what to take into account when deciding which is best for you, how to get started in investing, and how to best diversify your portfolio to manage risk. Over the course of the two weeks, we will discuss current market conditions and have time for questions and discussion. This course is for educational purposes only and is not meant as individual financial advice.