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Cabrillo Extension Classes
Money & Investments

money

 


Introduction to Smart Investments

Whatever your dreams for happiness, financial freedom makes them even more attainable. This introductory investment class will give you the tools to help you define your goals with a realistic and definite timeline. You will also learn of many financial investments available to you such as:

  • Stocks - Primary and Secondary Markets, Dividends and Growth
  • Bonds - Municipal, Corporate and Government
  • Mutual funds
  • Tax Advantaged Investment
4 Tue., Sept. 15 - Oct. 6
7 - 9 pm
Room: Horticulture 5010

Register by Sept. 14: $64
Register after Sept. 14: $75


register online


Galaham Zuanich - see bio below

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Retirement Planning - A Common Sense Approach

Do you dream of retiring? Are you wondering if what you’ve saved is enough? Have you thought about how you will recreate your paycheck in retirement? This class will help you assess your retirement needs and develop a retirement income plan. We will explore the risks associated with retirement and discuss simple steps to get your retirement off to a strong start.

4 Tue., Oct. 20 - Nov. 10
7 - 9:00 pm

Room: Horticulture 5010

Register by Sept. 14: $64
Register after Sept. 14: $75


register online


Galaham Zuanich - see bio below

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Retirement Planning: Receive the Most from Your Social Security

Did you know that you have options in receiving Social Security? Some options may result in you receiving more money from Social Security retirement benefits. In this course we will explore the options that you have in deciding when and how to begin taking Social Security benefits. By the end of this class you will be able to determine what is the best course of action for you and your family.

Tue., Nov. 24
7 - 9 pm
Room: Horticulture 5010

Register by Sept. 14: $18
Register after Sept. 14: $25


register online



Galaham Zuanich - see bio below

________________________________________________________________________________________


Planning for Health Care in Retirement

The burden for saving and investing for retirement has shifted from companies to you. Pension plans are gone and the promise of Social Security may not be available. Most of us have some sort of retirement savings vehicle (401(k), 403(b), 457) through our employer. Now more than ever these savings tools are extremely important to our future. Come to this class to learn how to manage your retirement accounts and what to do when you move from one employer to the next.

Tue., Dec. 8
7 - 9 pm
Room: Horticulture 5010

Register by Sept. 14: $18
Register after Sept. 14: $25


register online


Galaham Zuanich is an associate vice president with Morgan Stanley and has been a financial advisor for 12 years. He has a BS in Commerce Finance.

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College Planning and Admissions:  How to Get In and How to Pay For It

Are you concerned or confused about your child’s path to college? If you are a parent with a middle or high school student, this class will show you how to help your student prepare for college while in high school, search for colleges that fit, understand what admission committees are looking for, write that dreaded essay and create an excellent resume. Paying for college is the one of the largest expenditures most parents will face in their lifetimes. In this class we will discuss strategies that can help you plan for and reduce college costs

High school students are encouraged to attend Session 1 with their parent(s) at no extra cost.

2 Tues. Sept. 22-29
6:45 - 8:45 pm
Room: 432

Register by Sept. 14: $54
Register after Sept 24: $62

 

register online


Stephen Shapiro CPA, CFP, has advised individuals on financial matters for over 20 years and has led financial workshops since 1989.

Maureen Casey, MA is a credentialed California instructor and Administrator and a principal at Casey Educational Consulting. She is a college counselor at Bellarmine Preparatory and Educational consultant specializing in middle school through college age students and families offering college preparatory academics and guidance.




 

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