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Personal Finances and Retirement Planning

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Retirement is a significant life change.  Ideally, it is a positive transition to a new and happy chapter in life.  Without planning, however, it can be a difficult adjustment, resulting in boredom, stress, or discontent.  This two-part class/workshop is designed to help you choose satisfying and fulfilling pursuits that are aligned with your values, interests, and life circumstances.  Plan ahead for a happier, healthier rest-of-life!  

Schedule : Weekly - Thu 7:00 PM - 9:00 PM; 2 sessions; starting 10/12/2017, ending 10/19/2017

Tuition: $50.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Joanne Auerbach 



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Soon-to-be retirees need to develop and follow a retirement income plan that balances current lifestyle and long-term sustainability of their investment portfolio.  This presentation will cover the value of dividends in a retirement portfolio, how to build a cash flow reserve ladder, implement an endowment style spending policy, and prudently plan to preserve purchasing power in retirement.    

Schedule : Weekly - Thu 7:00 PM - 8:30 PM; starting 10/19/2017, ending 10/19/2017

Tuition: $20.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Paul Tramontozzi 



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If you have not focused your estate planning on the newly enacted New York Estate Tax laws, you may end up paying marginal estate tax rates in excess of 100%.  Do you want to avoid estate taxes legally and prevent nursing home costs from depleting your family assets?  Are you concerned about your estate being diverted to a child’s spouse?  Do you want to minimize probate costs and delays for your heirs?  In this workshop, you will learn how to pass assets to children free of estate tax, protect your home and other assets from future nursing home costs, ensure that money intended for your children and grandchildren does not pass inadvertently to in-laws and others and avoid problems from arising when your will is probated.    

Schedule : Weekly - Tue 7:00 PM - 8:30 PM; starting 10/24/2017, ending 10/24/2017

Tuition: $20.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Neil R. Lubarsky 



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Gain an understanding of fixed income investments, one of the largest and fastest growing segments of global capital markets.  In this workshop, students will learn about fixed income markets and the different types of securities — treasury, agency, mortgage, corporate and municipal.  We will also address questions including:  What is a bond, its components and structure?  What are principle, interest, maturity and call features?  What are the risks associated with investing in bonds?  What is yield?  How and where can I buy bonds?  How do I know I’m paying a fair price?  

Schedule : Weekly - Wed 7:30 PM - 9:00 PM; starting 10/25/2017, ending 10/25/2017

Tuition: $20.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Donald Mutterperl 



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