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, Oct 24, 6-8 p.m.          Littleton Campus
add to cartPERS 1033F01-68168   $59/individuals, $2 material fee to instructor
add to cartPERS 1033F98-68169   $79/couples, $2 material fee to instructor

Invest Academy: A Class Teaching You Practical, Hands-on Investing Skills

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, Sep 20-27, 6-9 p.m., 2 wks          Littleton Campus
add to cartPERS 1048F01-68170        $59, workbook included

Thu, Oct 25-Nov 1, 6-9 p.m., 2 wks          Littleton Campus
add to cartPERS 1048F02-68172        $59, workbook included


Investment Property

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

Jim Flint
Get a great return on your money and create wealth for retirement by investing in real estate. Learn how to buy homes at foreclosure sales, how much money is needed and how to bid. Own real estate with your IRA. Learn to buy HUDs and foreclosures, 1031 exchanges, and reverse exchanges. Get cash flow starting day one. Take an analytical approach to investing. If interested, course fee includes individual session with instructor.

Tue, Sep 11, 6-9:15 p.m.          Littleton Campus
add to cartPERS 1004F01-68174   $49/individuals, $20 material fee to instructor
add to cartPERS 100F96-68175    $79/couples, $20 material fee to instructor

Tue, Nov 13, 6-9:15 p.m.          Littleton Campus
add to cartPERS 1004F02-68176    $49/individuals, $20 material fee to instructor
add to cartPERS 1004F97-68177    $79/couples, $20 material fee to instructor

Managing Your Rental Properties: How to Avoid Trouble and Vacancies

Jim Flint/Jason Meyer
Learn to screen your prospective tenants and keep the bad ones out. Be aware of the “dos and donts” when dealing with tenants. If you must evict someone, learn how. Have a pool of qualified service people that respond quickly. Learn to keep your property rented when others have vacancies. Review the Fair Housing Laws. Is professional property management for you? Included is a copy of a lease used in over 400 housing units.

Thu, Sep 13, 6-9:15 p.m.     Littleton Campus closed
PERS 1005F01-68178       $49/individuals, $20 material fee to instructor
PERS 1005F96-68179      $79/couples, $20 material fee to instructor

Thu, Nov 15, 6-9:15 p.m.         Littleton Campus
add to cartPERS 1005F02-68180       $49/individuals, $20 material fee to instructor
add to cartPERS 1005F97-68181       $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.

add to cartTue, Sep 18, 6-9:15 p.m.        Littleton Campus
PERS 1006F01-68208  $25, $20 material fee to instructor

add to cartTue, Nov 27, 6-9:15 p.m.      Littleton Campus
PERS 1006F02-68209  $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 October are located at the Recreation Center at Northridge – Wetterhorn, 8801 South Broadway, Littleton.

Thu, Aug 16-23, 6:30-9:30 p.m., 2 wks  Parker Campus
add to cartPERS 1032FP1-68003                        $59/individuals*
add to cartPERS 1032FP8-68004                        $59/couples*

Tue, Aug 21-28, 6:30-9:30 p.m., 2 wks  Parker Campus
add to cartPERS 1032FP2-68005                        $59/individuals*
add to cartPERS 1032FP9-68006                        $59/couples*

Thu, Sept 27-Oct 4, 6:30-9:30 p.m., 2 wks  Littleton Campus
add to cartPERS 1032F01-68007                       $59/individuals*
add to cartPERS 1032F98-68008                        $59/couples*

Tue, Oct 2-9, 6:30-9:30 p.m., 2 wks    Littleton Campus
add to cartPERS 1032F02-68009                     $59/individuals*
add to cart PERS 1032F99-68010                    $59/couples*

Thu, Oct 18-25, 6:30-9:30 p.m., 2 wks Rec Center Northridge
add to cartPERS 1032FH1-68011                 $59/individuals*
add to cartPERS 1032FH8-68012                  $59/couples*

Tue, Oct 23-30, 6:30-9:30 p.m., 2 wks Rec Center Northridge
add to cartPERS 1032FH2-68013                  $59/individuals*
add to cartPERS 1032FH9-68014                  $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.

Tue, Sep 18-25, 1-3 p.m., 2 wks   Parker Campus
add to cartPERS 1042FP1-68182                      $35/individuals
add to cartPERS 1042FP8-68183                        $35/couples

Thu, Sep 27-Oct 4, 9:30-11:30 a.m., 2 wks   Parker Campus
add to cart PERS 1042FP2-68184                     $35/individuals
add to cartPERS 1042FP9-68185                     $35/couples