OAKLAND COUNTY, Michigan – Was one of your resolutions to take better care of your personal finances in 2018? Check this resolution off your list by tuning up your personal financial wellness at Oakland Community College this winter.
OCC and series partner Cygnet Institute are offering a number of community courses ranging from individual financial planning and portfolio management to pre-retirement and estate planning. Learn the fundamentals and relevance of economics to develop various plan aspects and goals for yourself and your family. PLEASE NOTE: These are NOT sales seminars. Instructors are prohibited from accepting participants as clients. Participants will gain insight and confidence from financial experts to help make better financial decisions. Learn more.
Six courses are offered:
Financial Plan Check Up: Are you Financially on Track?
Participants will learn how to build individualized processes and strategies for making financial decisions and funding future goals while avoiding media hype.
- Saturdays, Jan. 20-27, from 8:30-11am OR
- Tuesdays, March 6-13, from 6-8:30pm OR
- Saturdays, April 7-14, from 8:30-11am
Family Estate Planning: Experience Peace of Mind by Reducing Conflicts and Costs
At the conclusion of the three weekly courses, participants will have a printed copy of an estate plan that can be taken to a knowledgeable attorney for drafting and execution.
- Saturdays, March 10-24, from 8:30am-12pm OR
- Thursdays, April 5-19, from 6-9:30pm
Successful Portfolio Management: An Institutional Approach to Investment Decisions
Participants will design a generic portfolio plan for achieving investment targets of growth and cash flow. At the conclusion of three evening courses, you will have your own printed Asset Allocation Strategy enabling you to develop an Investment Policy Statement.
- Thursdays, March 8-22, from 6-9:30pm
Pre-retirement Cash Flow Planning: Financial Planning – The First 30 Years
Participants will get a clear picture of your current financial situation and learn a system for developing a course of action that blends future quality of life with job/career goals.
- Tuesdays, April 3-17, from 6-9:30pm
Post-retirement Cash Flow Planning: Dealing with Benefit Changes While on Fixed Income
Participants will test assumptions about your retirement lifestyle to determine if your plan is on track to produce satisfactory results. This is especially critical when faced with reductions in benefits.
- Thursdays, Jan. 11-18, from 6-9:30pm
Retirement Decision Process: Should You Go Now or Wait?
This course will help participants decide whether or not to retire in the near future by properly analyzing benefits and evaluating the financial and psychological aspects of retirement.
- Mondays, March 12-April 2, from 6-9pm
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