Frank McKinley’s Listing of Periodic Adult Ed Courses
Many of the following courses are offered at the
schools indicated in both the fall and spring semesters, at the discretion
of the school. Please contact the school by phone or check their website
for specifics.
If any of the topics below would be suitable for your
group, please contact: Frank McKinley, Financial Consultant at
973-515-5184 or
www.FranklyFinancial.com to arrange it.
Identity Theft – How to Prevent It
In 2004 over 9.2
million incidents of identity theft resulted in some $53 Billion in losses!
It is perhaps the fastest growing crime in our nation today. Learn how
these thieves steal information and how you can reduce the likelihood and
minimize loss if victimized.
How to Qualify For Financial Aid & Save for College
Tuition planning is
critical. The College Board estimates that at the current rate of tuition
inflation, a child born in 2000 will face an education bill of more than
$200,000 at an average priced private university. Learn about qualifying
for financial aid using the FAFSA form and how various tax advantaged
savings plans can help you save for education.
Teach Your Kids about Money
This course will help parents teach their children
about the basics of budgeting, finance and investing. We will look at
common household products and the companies that make them and how to invest
in those companies with mutual funds. Discussion will center on why funds
are so popular in IRAs, 401(k)s and 529 college savings plans.
Building Wealth for Retirement – Life Planning
After 50
Learn strategies for
creating a lifetime stream of income; how to maximize net worth and minimize
tax liabilities. Balance asset allocation & diversity needs for growth
against capital preservation fears. Ensure against living past your assets
by taking steps now during your prime earning years.
Retirement Plans for the Business Owner
Are you a business owner
who would like to save money for yourself and your employees’ retirement?
Improve morale & retention? Learn which retirement plans help you and them
the most. Find out how you can save money for your future, have that money
grow tax deferred, tax free and even get a tax deduction! Discover which
plan allows your money to grow tax deferred and has no limit on your
contributions.
Get Your Portfolio Back On Track
The market downturn that
began in 2000 has affected nearly every investor’s financial plan in one way
or another. However, an even bigger challenge than uncertain financial
markets may be the indecision and risk aversion that typically result from
financial downturns. Learn five strategies that can help you get your
portfolio back on track.
Life Insurance – The Product Most Bought and
Least Understood
What is the primary
purpose of life insurance? How much do you need? What types are there?
Find out how you may be able to maximize your pension with life insurance.
Learn how you can help preserve the wealth you have accumulated and create a
lasting legacy for your beneficiaries using life insurance. Attend this
workshop and get the answers to these questions and many more.
Invest Some Time in Your Future
– A Financial Planning Workshop
What will you do with
your RETIREMENT PLAN? WORRIED about today’s STOCK MARKET and UNCERTAIN
times? What
investment tools are available to help you SAVE MONEY? Should your money
grow tax-DEFERRED or tax-FREE? Learn the answers to these questions and
others you may have.
Schools
Offering The Above Courses
Adult School of
Chatham-Madison-Florham Park
To register call 973-443-9222
At the Ridgedale Middle School
www.Theadultschool.org
Caldwell/West Caldwell
Continuing Education
To register call 973-228-2092
At the James Caldwell High School
www.cwcboe.org
Morris Hills Regional
District
To register call 973-664-2295
At the Morris Hills High School
http://www.ssreg.com/morris/
The Adult School of
Montclair
To register call 973-746-6636
At the Montclair High School
http://www.adultschool.org
|
