cewd-brochure-2025-spring - Flipbook - Page 26
Planning Your Next Chapter –
A Retirement Driven by Purpose and
Fulfillment
FINANCIAL PLANNING
Estate and Financial Planning
Have you ever noticed that friends and relatives
who have their financial affairs in order live less
stressful lives? This course is designed to enable
students to learn about the concepts and
skills needed for effective estate and financial
planning. Students will learn how to maximize
retirement income, lower investment risk, and
minimize tax burden. Course will cover leaving
retirement assets to heirs, reading investment
statements, and understanding bond and
equity funds. Topics include reliable planning
tools, wills, trusts, estates, Power of Attorney,
and the latest developments in tax and trust
laws. Note: Class is co-instructed by a Certified
Financial Planner and CPA specializing in
retirement income planning.
Instructor: Albidress
2 sessions, 5 hours
$49 persons under 60. $25 MD residents over
60 (GLF600). $5 Senior Network Members
(SLF600).
Sec# Day Dates
Times
Location
03D T
1/28-2/4
6-8:30p
ES 327
04D S
2/1-2/8
10a-12:30p ES 314
Fundamentals of Investing:
Building a Strong Financial Foundation
This course introduces students to the essential
concepts and principles of investing. It covers
a range of topics, including the different
types of investment assets, risk vs return,
portfolio diversification, and the basics of
financial markets. By the end of the course,
students will be able to develop an investment
strategy aligned with their financial goals
and risk tolerance. Topics include how to
understand the basic principles of investing,
the different asset classes, risk-return tradeoff
and investment time horizons, the importance
of diversification and asset allocation. Note: No
senior tuition waiver. Instructor: Dengler
2 sessions, 4 hours, $39
Course #: GLF144
Sec# Day Dates
Times
Location
01
M
4/7-4/14
10a-12p
ES 325
02
W
5/7-5/14
10a-12p
ES 325
How Boomers Can Protect from a
Potential Tax Storm
How boomers can protect from a potential
tax storm busts common myths about taxes
in retirement and helps prospects understand
why now’s the time to take action for a more
confident retirement future. It offers three
calls to action: Tax diversification review,
asset conversion review (converting to
tax-free accounts), and a written retirement
income plan. Notes: No senior tuition waiver.
Worksheets will be provided to the attendees.
Instructor: Over
1 session, 2 hours, $29
Course #: GLF152
Sec# Day Dates
Times
Location
03
W
2/19
6:30-8:30p ES 327
04
W
4/30
6:30-8:30p ES 327
Personal Finance:
Building Financial Literacy for Life
This course is designed to equip students
with essential financial skills to effectively
manage their personal finances. By the
end of the course, students will have a
solid understanding of budgeting, saving,
debt management, investing, tax planning,
retirement planning, estate planning, insurance
planning, and financial goal setting. Topics
include how to understand the fundamentals
of personal finance, create and manage a
personal budget, explore saving strategies and
emergency fund planning, grasp the basics of
credit, loans, and debt repayment, learn the
essentials of investing and retirement planning,
navigate insurance, taxes, and estate planning,
and develop a long-term financial plan aligned
with personal goals. Note: No senior tuition
waiver. Instructor: Dengler
2 sessions, 4 hours, $39
Course #: GLF142
Sec# Day Dates
Times
Location
01
M
2/3-2/10
10a-12p
ES 325
02
W
2/19-2/26 10a-12p
ES 325
CECIL COLLEGE • Continuing Education and Workforce Development
26
Are you thinking about retirement but are
unsure if you are ready or what you will do?
This course explores the various reasons why it
might be time to retire and why it is important
to plan the next chapter of your life. Through
the presentation of information and participant
and instructor discussion, students will come
away with the beginning of a plan including
how your days will be structured, how active
you will be in retirement, and what level of
social interaction you want. After answering
various questions, the participants will use a
journal to begin identifying future activities,
community, social networks, and purpose in
retirement. Instructor: Semanie
1 session, 1.5 hours, $25
Course #: GLF141
Sec# Day Dates
Times
Location
03
Th
2/13
6:30-8p
ES 326
04
Th
4/3
6:30-8p
ES 326
Retirement Income Planning:
Strategies for a Secure Future
This course is designed to provide individuals
with the knowledge and tools necessary to
create and manage a sustainable income
during retirement. It covers strategies for
maximizing retirement savings, diversifying
income streams, and planning for longevity
and inflation risks. By the end of the course,
participants will have the skills to develop a
personalized retirement income plan. Topics
include how to understand various sources
of retirement income, learn strategies for
maximizing Social Security benefits, plan for
healthcare costs and long-term care expenses,
assess different retirement withdrawal
strategies, incorporate tax planning into
retirement income strategies, and develop
a personalized retirement income plan that
lasts a lifetime. Note: No senior tuition waiver.
Instructor: Dengler
2 sessions, 4 hours, $39
Course #: GLF143
Sec# Day Dates
Times
Location
01
M
3/3-3/10
10a-12p
ES 325
02
W
3/19-3/26 10a-12p
ES 325
Taxes and Retirement
This class busts common myths about taxes in
retirement and helps individuals understand
why the time to take action for a more
confident retirement future is now. We will
explore and provide the resources to answer
the #1 question in retirement planning: HOW
MUCH CAN I SAFELY SPEND IN RETIREMENT?
Note: No senior tuition waiver. Instructor: Over
1 session, 2 hours, $29
Course #: GLF137
Sec# Day Dates
Times
Location
03
Th
2/6
10a-12p
ES 327
04
W
3/5
6:30-8:30p ES 327
