Personal Finance and Real Estate

Estate Planning

Get Your Affairs in Order: Living Wills, Trusts, and More

David Cook
Make your wishes known about health care and asset distribution and determine the person(s) who will be responsible for carrying out your directives. State your preferences concerning the type of care you want to receive, what types of medical care you do not wish to receive and who you wish to act as your agent to carry out those wishes. Discuss the creation of a trust, and determine the best method of preparing your last will and testament.

Wed, Jan 30, 6-8pm          Littleton Campus
add to cartPERS 1033S01-80142   $59/individuals, $2 material fee to instructor
add to cartPERS 1033S98-80143   $79/couples, $2 material fee to instructor

Wed, Apr 24, 6-8pm          Littleton Campus
add to cartPERS 1033S02-80144   $59/individuals, $2 material fee to instructor
add to cartPERS 1033S99-80145   $79/couples, $2 material fee to instructor

Invest Academy: Investing for Beginners…and Everyone Else

Andre Ratkai
Learn to control your investments, rather than letting your investments control you. Manage and organize stock, mutual fund, and 401(k) investments by learning a 7-factor scorecard that teaches you “what to buy” and “when to buy.” Discover how to adapt to changing market conditions and how to recognize high-risk investments, and most importantly, learn when to sell them.

Thu, Jan 31-Feb 7, 6-9pm, 2 wks          Littleton Campus
add to cartPERS 1048S01-80146           $59, workbook included

Thu, Mar 21-28, 6-9pm, 2 wks          Littleton Campus
add to cartPERS 1048S02-80147           $59, workbook included

Financial Planning for Women

Brannon Brown
When it comes to investing and planning for the future, women face specific challenges. They tend to live longer, have lower incomes, more career interruptions, and a more conservative investing profile. As a result of these facts, many women are assuming a more active role in managing their finances. Nearly 90% of women will be solely responsible for their financial well-being at some point in their life. It's wise to think about your future. This course is designed to help you close the gap between what you currently know about money and what you need to know, where you are today and where you need to be. As a three week course, taught by a true CERTIFIED FINANCIAL PLANNER (CFP) and ACCREDITED PORTFOLIO MANAGEMENT ADVISOR (APMA) professional this course will help shape they way you think about money, help you align your financial choices with your values and put you on the path to helping you get your entire financial house in order and keep it that way.

add to cartTue, Mar 12-26, 6-8 p.m., 3 wks         Littleton Campus
PERS 1049S01- 80148                         $99

 

Investment Property

Fundamentals of Real Estate Investing: How to Take Advantage of this Market and Profit in Real Estate Investing

Jim Flint
Learn an analytical approach to investing. You can be your own boss and never get fired! What is best to own? Single family, 4 plex, commercial, industrial, triple net lease buildings? Find that diamond in the rough! Learn how to get 15% or more on your money, 1031 Exchanges and Reverse Exchanges, and how to reduce your income taxes. You can get cash flow starting day one Learn how to know when to maximize profit. Learn how to buy homes at foreclosure sales, how much money is needed and how to bid. An individual meeting with the instructor is included. The instructor, Jim Flint, CRS, has 30 years’ experience with real estate in five states. If you have questions, please call Jim Flint at 303.759.2222. There is a $20 material fee due to instructor at time of class.

Tue, Feb 12, 6-9:15pm           Parker Campus
add to cartPERS 1004SP1-80151   $49/individuals, $20 material fee to instructor
add to cartPERS 100SP9-80152    $79/couples, $20 material fee to instructor

Tue, Apr 23, 6-9:15pm         Littleton Campus
add to cartPERS 1004S01-80153    $49/individuals, $20 material fee to instructor
add to cartPERS 1004S99-80154   $79/couples, $20 material fee to instructor

Managing Your Rental Properties: How to Avoid Trouble and Vacancies

Jim Flint/Jason Meyer
This class is taught by Jim Flint a 30 year veteran of Denver investment real estate, and Jason Meyer a 10-year veteran property manager that currently manages over 400 units. Learn how to screen your prospective tenants and keep the bad ones out. Be aware of “dos and don’ts” when dealing with tenants. If you must evict, how? Have a pool of qualified service people that respond quickly. We’ll explain how to keep your property rented when others have vacancies. We also review the Fair Housing Laws. Is professional property management for you? Included is a copy of a lease used in over 400 housing units. If you have questions, please call Jim Flint at 303.759.2222. There is a $20 material fee due to instructor at time of class.

Thu, Feb 21, 6-9:15pm          Parker Campus
add to cartPERS 1005SP1-80155       $49/individuals, $20 material fee to instructor
add to cartPERS 1005SP9-80156      $79/couples, $20 material fee to instructor

Thu, Apr 25, 6-9:15pm         Littleton Campus
add to cartPERS 1005S01-80157       $49/individuals, $20 material fee to instructor
add to cartPERS 1005S99-80158       $79/couples, $20 material fee to instructor

Alternatives to Traditional Real Estate Investing: Diversify Your Portfolio

Jim Flint
Look at real estate investing from an angle other than single family homes, duplexes, or condos. There's a world of options out there: commercial property, assisted living homes, apartment buildings, mobile home parks, self-storage properties, Fortune 500 triple net partnerships, and more! Learn how to create a business plan for your investment, including financing options, management, and the formulas you need to measure your ROI. While this class is aimed at people who have already discovered the advantages of investing in real estate, it can also be suitable for those who are simply ready to diversify into investments outside the stock market. If you have questions, please call Jim Flint at 303.759.2222. There is a $20 material fee due to instructor a time of class.

add to cartTue, Feb 19, 6-9:15pm      Parker Campus
PERS 1006SP1-80159  $25, $20 material fee to instructor

add to cartTue, Apr 30, 6-9:15pm     Littleton Campus
PERS 1006S01-80160  $25, $20 material fee to instructor

 

Retirement Success

Retirement Planning Today

Todd Walker
Live a “rich life.” Discover 5 strategies to manage investment risks, 11 ways to save money on this year’s taxes, important questions to ask before buying insurance coverage, how to invest in and take money out of your company’s retirement plan. Determine the savings you need to retire today or in the future. *Includes 235-page illustrated book. Note: The Tuesday and Thursday classes in March are located at the Recreation Center at Westridge – 9650 Foothills Canyon Blvd, Highlands Ranch, CO 80129.

Thu, Jan 24-31, 6:30-9:30pm, 2 wks  Littleton Campus
add to cartPERS 1032S01-80161                        $59/individuals*
add to cartPERS 1032S96-80162                        $59/couples*

Tue, Jan 29-Feb 5, 6-:30-9:30pm, 2 wks Littleton Campus
add to cartPERS 1032S02-80163                        $59/individuals*
add to cartPERS 1032S97-80164                        $59/couples*

Thu, Feb 21-28, 6:30-9:30pm, 2 wks  Parker Campus
add to cartPERS 1032SP1-80165                       $59/individuals*
add to cartPERS 1032SP8-80166                        $59/couples*

Tue, Feb 26-Mar 5, 6:30-9:30pm, 2 wks    Parker Campus
add to cartPERS 1032SP2-80167                     $59/individuals*
add to cart PERS 1032SP9-80168                    $59/couples*

Thu, Mar 14-21, 6:30-9:30pm, 2 wks Rec Center Westridge
add to cartPERS 1032SH1-80169                 $59/individuals*
add to cartPERS 1032SH8-80170                  $59/couples*

Tue, Mar 19-26, 6:30-9:30pm, 2 wks Rec Center Westridge
add to cartPERS 1032SH2-80171                  $59/individuals*
add to cartPERS 1032SH9-80172                  $59/couples*

Thu, May 9-16, 6:30-9:30pm, 2 wks  Littleton Campus
add to cartPERS 1032S03-80173                        $59/individuals*
add to cartPERS 1032S98-80174                        $59/couples*

Tue, May 14-21, 6:30-9:30pm, 2 wks Littleton Campus
add to cartPERS 1032S04-80175                        $59/individuals*
add to cartPERS 1032S99-80176                        $59/couples*

Rejuvenate Your Retirement

David Cichon
Safe, secure, and fun. Discover financial strategies such as tax-efficient income planning, how to increase Social Security retirement benefits, lifestyle preservation, inflation protection and providing a legacy. Learn how to apply this knowledge to help pursue a more active, healthy and financially secure lifestyle in retirement.

Thu, Jan 31-Feb 7, 9:30-11:30am, 2 wks   Parker Campus
add to cartPERS 1042SP1-80177                     $35/individuals
add to cartPERS 1042SP6-80178                        $35/couples

Tue, Feb 5-12, 1:00-3:00pm, 2 wks   Parker Campus
add to cart PERS 1042SP2-80179                     $35/individuals
add to cartPERS 1042SP7-80180                     $35/couples

Thu, May 9-16, 9:30-11:30am, 2 wks   Parker Campus
add to cartPERS 1042SP3-80181                     $35/individuals
add to cartPERS 1042SP8-80182                        $35/couples

Tue, May 14-21, 1:00-3:00pm, 2 wks   Parker Campus
add to cart PERS 1042SP4-80183                     $35/individuals
add to cartPERS 1042SP6-80184                     $35/couples