2 Tues., Sept. 22 & 29
6:45 – 8:45 pm
Room 512
Register by Sept. 16: $45
Register after Sept. 16: $55
Steve Shapiro - See bio below
College: How to Get In and How to Pay the Bill
If you are a parent with a high school student looking to enter college, this class will help you learn what you need to know to help your child search for a good college, understand what admission people are looking for, write that dreaded essay and create an excellent resume.
Paying for college is the one of the largest expenditure most parents will face in their lifetimes. In this class we will discuss strategies that can help you reduce college costs.
High school students are encouraged to attend Session 1 with their parent(s) at no extra cost.
Class #01PFCA1-12
2 Tues., Sept. 22 & 29
6:45 – 8:45 pm
Room 512
Register by Sept. 16: $45
Register after Sept. 16: $55
Steve Shapiro - See bio below
2 Tues., Sept. 22 & 29
6:45 – 8:45 pm
Room 512
Register by Sept. 16: $45
Register after Sept. 16: $55
Steve Shapiro - See bio below
Are You ready for Retirement?
Do you think about retirement more and more, yet you haven’t taken the necessary steps to plan and save to bring you closer to your goal? The financial education gained in this workshop can help you establish personal priorities and make informed decisions about your financial future so that you can afford to retire.
Retirement planning topics include: planning for lifestyle changes, the risks and returns in an investment portfolio, how to take distributions from your retirement account, evaluating your need for insurance, and basic estate planning concepts.
Class #01PFRP1-09
3 Mon., Oct. 5 - 19
6:45 – 8:15 pm
Room 510
Register by Sept. 16: $60
Register after Sept. 16: $74
Stephen Shapiro, CPA, CFP, Certified College Planning Specialist, has advised individuals on financial matters for over 20 years and has led financial workshops since 1989.
Debt Problems? Surviving a Recession
Are you living from paycheck to paycheck? Learn how to eliminate debt using your current income, with your existing job, and some lifestyle changes. You’ll calculate your personal Debt Amortization Plan and develop a safety reserve to anticipate bills and problems in advance.
Planning means doing more with what you have. Transform your life from debt to wealth by a systematic debt reduction procedure, develop surplus cash, and use compounding to plan for your financial future.
Class #01PFDP1-02
2 Thurs., Oct. 29 & Nov. 5
6 – 8 pm
Room 2, Scotts Valley Campus
Register by Sept. 16: $50
Register after Sept. 16: $62
Jack Corsiglia is a Financial Planner and Registered Investment Advisor. He has worked for more than 20 years to help clients achieve financial independence.
How to Settle the Family Estate
Peacefully and Fairly
Inheritance, large or small, can be divisive or can be an instrument to strengthen family bonds. Inheritance brings surprises and often permanently changes the relationship dynamic of the survivors.
You will be given a step-by-step guide on how to avoid conflict within a family when going through the process of dividing an estate, including handling the distribution of personal items, dealing with the complexities of step families and blended families, planning distribution of your own estate and preparing heirs. You will learn what it means to be a wise inheritor and be given basic estate planning tools.
Class #01PFSE1-05
Sat., Oct. 10
9:30 am – 4:30 pm
Room 432
Register by Sept. 16: $95
Register after Sept. 16: $114
plus $15 materials fee at class
Sorry, this workshop has been canceled.
Karen Calcagno, CPCC is a family business coach with 15 years of experience helping families grow stronger bonds through the estate administration and distribution process. She is the founder of Advantage Coaching and Family Business Center.
Guest Speakers:
Dina Hoffman, JD Estate attorney in Santa Cruz for 20 years.
Heather Stiles, Financial Planner with focus on wealth management, is a licensed Securities professional.