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Portland Adult Education

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Personal Finance

in Personal Enrichment

Annuities: What You Need To Know

$10

with James Nylund

Calendar Nov 7, 2017 at 6 pm, runs for 1 week
You may already own an annuity, you may considering one, or you may want to avoid them entirely. Regardless, come get some facts straight so you can begin to think more critically about your options. Participants will learn the pros and cons of many different types of annuities.

First-Time Homebuyer Seminar

$10

with Sue Durst

Calendar Sep 26, 2017 at 6 pm, runs for 1 week
This is a great time to buy a home; interest rates are low and there are great lender programs available. Students will learn the steps to home ownership, including information about low interest rates and prices, low and no down payment lending programs and much more. Even if you believe that you are currently in no position to buy a home, this will help you put a plan in place.

Long Term Care Insurance

$10

with James Nylund

Calendar Nov 13, 2017 at 6 pm, runs for 1 week
In this informative session, students will learn options and considerations when looking into insuring against the cost of long-term care for yourself or a loved-one.

Retirement By Design

$10

with Seth Cheikin

Calendar Oct 4, 2017 at 6:30 pm, runs for 1 week
This class will illustrate how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you’ll learn investment strategies to help design the retirement you want. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track.

Retirement: Making Your Money Last

$10

with Seth Cheikin

Calendar Sep 20, 2017 at 6:30 pm, runs for 1 week
This class is designed for people who are thinking about retiring or have retired recently. Students will learn ideas to help build a reasonable and sustainable strategy for managing income and expenses during retirement, utilizing the framework of Plan for the Expected, Prepare for the Unexpected and Position the Portfolio for Both.

Standing Guard: Protect What You've Worked For

$10

with Seth Cheikin

Calendar Sep 27, 2017 at 6:30 pm, runs for 1 week
Whether you are approaching retirement or recently retired, Standing Guard: Protect What You’ve Worked For shares strategies designed to help you guard your most valuable assets and protect your pre- and post-retirement income.




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