|
|||
|
Albany Adult School • 603 Key Route Blvd • Albany, CA 94706
Phone 510.558.2516 • www.AlbanyAdultSchool.org Hours M-F, 5:00-8:30pm |
|||
|
Find us Click for Class Info              Comments? Questions?  |
Finances | Property
*Indicates limited enrollment.
indicates State supported.Click the Class Location Map button to find class locations.
|
Finance
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Boomers' Retirement Planning Instructor Bio/Class Details (Online registration: class is in the Finances, Property and Real Estate category) For boomers or those nearing retirement. Learn strategies to preserve investments, obtain income for life, and tax savings strategies, including Retirement Distribution, IRA Rollovers, Stretch IRAs, & Social Security. (One session, Sep 25)
Estate Planning for Everyday People Instructor Bio (Online registration: class is in the Finances, Property and Real Estate category) No silver spoon? No problem. Americans are experiencing the biggest transfer of wealth known to humankind. Clarify issues, options and costs for yourself or your elderly parents. Learn the facts about probate, living trust, powers of attorney, Special Needs trusts, estate taxes and more. In class, we will draft several "do-it-yourself" forms such as California Statutory Form Will and Advanced Directive for healthcare. Learn about guardianships for minors. Explore and explain the facts around end-of-life decisions. Couples are encouraged to enroll together. Class is taught by an experienced attorney in tax and estate planning. $5 material fee to instructor. (Six classes starting Sep 14)
Navigating Long-Term Care Instructor Bio/Class Details (Online registration: class is in the Finances, Property, and Real Estate category) Dispel the myths about long-term care, its costs, and what is covered by Medicare and Medicaid. Discover the financial impact on you and your family. Can you afford to self-insure? Learn how the California Partnership for Long-Term Care is designed to protect your assets, the options to help pay the cost, and the criteria for evaluating a long-term care plan. Class participants are offered an individual complimentary consultation. (One class Oct 2)
Stock Market Investing is Easy & Fun! - Level 1 (Part A and Part B) Instructor Bio (Online registration: class is in the Finances, Property and Real Estate category) IMPORTANT NOTE: Level 1 material takes ten full weeks to cover. You MUST enroll in the Part A class first, and then take the Part B class. It is highly recommended that you complete both Part A and Part B during the same quarter so you can proceed with the Level 2 course the following quarter. The Level 1 class is an introductory course ideal for students who are new to investing or who have limited knowledge about the financial markets. You will learn all the basic terminology and concepts that are important in investing. Topics include: Rule of 72, IPO, stock, stock exchanges (NYSE, AMEX, NASDAQ), dividend, dividend yield, DRIP, stock split, P/E ratio, market cap, indices (Dow, Standard & Poor's 500, NASDAQ Composite), REIT, bonds (corporate bonds vs. US Treasury bonds), mutual funds, (expense ratio, 12b-1 fee, front-end load, deferred load, redemption fee, transaction fee, NTF fund), exchange traded fund (ETF), IRA, Roth IRA, 401(k), Roth 401(k), Roth Conversion, Rule of 72(t), and asset allocation. Approximately halfway through the quarter, you will create your very own fantasy brokerage account (with $100,000 "cash") so you can apply your new skills and practice buying and selling stocks using market orders and limit orders. Q&A during last 20 minutes. www.moneyandlilia.blogspot.com Part A (Five classes starting Sep 13)
Stock Market Investing is Easy & Fun! - Level 2 Instructor Bio (Online registration: class is in the Finances, Property and Real Estate category) The Level 2 course is a continuation of Level 1 and covers more complex investment strategies. It is open to everyone who has successfully completed my Level 1 class or anyone who THOROUGHLY understands ALL the topics listed in the course description for Level 1. Topics include: Closed-end funds (CEFs), HOLDRS, short selling, leveraged/inverse ETFs, more specialized ETFs, technical analysis (moving averages, stochastics, relative strength index, moving average convergence divergence, MACD histogram), and more complex trade orders (sell short limit/market, buy to cover limit/market, stop loss, trailing stop). You will have the opportunity to apply these new skills in your fantasy brokerage account. Q&A: last 20 min. www.moneyandlilia.blogspot.com (Ten classes starting Sep 14)
Stock Market Investing is Easy & Fun! - Level 3 Instructor Bio (Online registration: class is in the Finances, Property and Real Estate category) The Level 3 class is open only to students who have successfully completed my Level 2 class (NO EXCEPTIONS). The Level 3 course examines broader macroeconomic factors that impact the financial markets. By following the fluidity of business cycles, you will gain a better understanding of why bull markets and bear markets exist and thus, be able to improve your investment strategies. Topics include: Introduction to options, business cycles, economic indicators, standard deviation, volatility, risk analysis, Bollinger Bands, P & F Charts, and more advanced conditional orders. Q&A: last 20 min. www.moneyandlilia.blogspot.com (Ten classes starting Sep 15)
Stock Market Investing is Easy & Fun! - Level 4 Instructor Bio (Online registration: class is in the Finances, Property and Real Estate category) The Level 4 class is open only to students who have successfully completed my Level 3 class (NO EXCEPTIONS). In Level 4, students will participate in weekly guided discussions about the financial markets and other topics that are pertinent in your own investing journey. There will be NO formal lectures by the instructor. This course is ideal for those of you who are actively trading and would like to exchange weekly investment/trading strategies with fellow investors. www.moneyandlilia.blogspot.com (Ten classes starting Sep 16 or 17)
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
Property
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Additions: Avoiding the Pitfalls (Online registration: class is in the Finances, Property, and Real Estate category) Learn how to avoid common mistakes from an architect with more than 25 years of residential design experience. Deborah Lane been teaching classes and writing columns for Home Owners for more than 20 years. She received her Master's in Architecture from UC Berkeley in 1983. (One class Oct 13)
|
Albany Adult School • 603 Key Route Blvd • Albany, CA 94706 • Phone 510.558.2516 • www.AlbanyAdultSchool.org