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Bonny Eagle Adult Education

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Personal Finance

in Personal Enrichment

Basic Tax Planning

$10

with Kathleen DeBaker

Calendar Jan 25, 2018 at 6 pm

Prepare for tax season with H&R Block! You can’t afford to miss this informative workshop that will save you time and might even get you a better refund. We’ll cover the basics of W-4 planning, withholdings, impacts from life changes, pensions, retirement distributions, unemployment, social security and estimated taxes. We also will go over changes to the Affordable Health Care Act that might affect your taxes. Sign up now as seats go fast! No discounts.

 

Foundations of Investing + Focus on Fixed-Income Investing

$10

with Mark Morrison

Calendar Feb 27, 2018 at 6:30 pm

Building your investor IQ starts with understanding the basics. Whether you are new to investing or need a refresher, this presentation will discuss the importance of developing a strategy, the impact of asset allocation and the influence of inflation on your long-term goals. No discounts.

 

Healthy Spending, Happy Life - Session 1

$10

with Christine MacDonald

Calendar Feb 6, 2018 at 6 pm

Do you keep finding yourself in debt? Would you like to change your spending habits, but aren’t sure how? This workshop will uncover why you overspend and show you how to create healthier saving and spending habits to avoid the overwhelming burden of debt. No discounts.

 

Healthy Spending, Happy Life - Session 2

$10

with Christine MacDonald

Calendar Mar 14, 2018 at 6 pm

Do you keep finding yourself in debt? Would you like to change your spending habits, but aren’t sure how? This workshop will uncover why you overspend and show you how to create healthier saving and spending habits to avoid the overwhelming burden of debt. No discounts.

 

Healthy Spending, Happy Life - Session 3

$10

with Christine MacDonald

Calendar Apr 5, 2018 at 6 pm

Do you keep finding yourself in debt? Would you like to change your spending habits, but aren’t sure how? This workshop will uncover why you overspend and show you how to create healthier saving and spending habits to avoid the overwhelming burden of debt. No discounts.

 

Preparing Your Estate Plan

$10

with Mark Morrison

Calendar Mar 27, 2018 at 6:30 pm

Do you know where your assets will go when you die? If not, this seminar will help familiarize you with the basic steps of estate planning, including the function of a will and the different types of trusts. An estate-planning attorney will be present at this event. No discounts.

 

Retirement: Making Your Money Last + Social Security: Your Questions Answered

$10

with Mark Morrison

Calendar Apr 24, 2018 at 6:30 pm

Have you retired recently? Are you planning to retire soon? This presentation discusses ideas to help build a reasonable and sustainable strategy for managing income and expenses during retirement. We’ll explore how to address key concerns such as inflation, health care expenses and market volatility as well as ways to prepare in advance for things that may not go as expected. No discounts.

 

Stocks: The Nuts & Bolts + An Investors' Tour of Mutual Funds

$10

with Mark Morrison

Calendar Apr 5, 2018 at 6:30 pm

As you consider your long-term financial goals, how do stocks measure up? This seminar shares basic information to help evaluate how stocks may fit into an overall strategy. We’ll discuss investment strategy and different ways to own stock. No discounts.

 





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