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Personal Finances and Retirement Planning

 

 
This four part class is meant to prepare soon-to-be retirees for the decisions they will soon face. Learn how to organize your personal finances, stay invested in an uncertain market, position your portfolio to provide income, determine the financial implications of housing in retirement, transfer wealth to the next generation, and plan for potential long term care costs.  

Schedule : Weekly - Tue 7:00 PM - 8:30 PM; 4 sessions; starting 9/25/2018, ending 10/16/2018

Tuition: $80.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Paul Tramontozzi 



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Keep up with the changes to social security laws, secure your retirement, and learn how to get the most out of your benefits.  Learn to manage longevity risk and strategies to maximize the amount of money you receive throughout retirement.  Among the topics included are spousal benefits, the impact of divorce, death, delaying benefits, early retirement, and taxation.  You will receive the guides Myths and Facts about Social Security and Social Security: What Should You Do at Age 62.

Schedule : Weekly - Wed 7:00 PM - 9:00 PM; starting 9/26/2018, ending 9/26/2018

Tuition: $20.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : John Brenkovich 



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If you have not updated your estate plan to keep pace with changes to the estate tax laws, you may end up paying far more than necessary.  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 - Thu 7:00 PM - 8:30 PM; starting 9/27/2018, ending 9/27/2018

Tuition: $20.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Neil R. Lubarsky 



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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.  Don’t wait until you are 80.  Plan ahead for a happier, healthier rest-of-life!    

Schedule : Weekly - Thu 7:00 PM - 9:00 PM; 2 sessions; starting 10/4/2018, ending 10/11/2018

Tuition: $50.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Joanne Auerbach 



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This one-session class will cover strategies for how to get your money to work for you, the latest thinking in long-term investing.  It will also address how to get your personal finances on track and stay there with appropriate insurance and estate planning so you can leave a legacy.  

Schedule : Weekly - Wed 7:00 PM - 8:30 PM; starting 10/10/2018, ending 10/10/2018

Tuition: $20.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : Multiple Instructor :
 1.Laurie Girsky  2.Cindy Golub 



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Medicare 101 

ID:7152
Are you currently enrolled in Medicare?  Will you be turning 65 over the next year or two?  Learn about how and when to enroll, when you can make changes, and the insurance options available to you.  Review and compare Medicare Parts A, B, C and D.  Explore and evaluate Original Medicare, Medicare Supplement Insurance, Medicare Prescription Drug Plans and Medicare Advantage Plans.  This educational program will simplify the choices you need to make, help you become more well-informed and explain what Medicare means for you.  

Schedule : Weekly - Thu 7:00 PM - 9:00 PM; starting 11/8/2018, ending 11/8/2018

Tuition: $20.00

Location : Scarsdale High School Location : 
  Scarsdale High School.

Instructor : James Farnham 



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