Finance & Investment

Sooner or later, you or a family member may need to administer an estate in Maryland. Smart planning and preparation can save time, money, and stress. Join Byron E. Macfarlane, Register of Wills, to learn about the probate process in Maryland, types of estates, the role of the personal representative, the importance of having a will, how to register a will, required documents for opening and closing an estate, probate fees, and inheritance and estate taxes in Maryland.

This course offers students a flexible space to ask questions and explore a wide range of financial topics, from budgeting and saving to investing, financial planning, retirement, insurance, tax deferred strategies, and more. No lectures, no homework–just your questions, real-life answers, and practical advice. Instructor: Roger Desai.

Are you in the planning stages for retirement? Learn from an experienced financial planner, key topics of interest to those near to or planning for retirement including Social Security, Medicare, long-term care, home equity, and strategies for investing. Gain knowledge and confidence when charting a financial course of action in retirement. Instructor: Robert Sandler.

Start with the basics: what, how, and why should you invest? This course will explain how investing works with stocks, bonds, mutual funds, 401(k)s, and annuities. Demystify the process and learn how to assess risk and make wise financial choices for your investments with experienced financial professional, Alan Myers. Walk away from the course with tools and resources to start your investment journey with confidence!

Now that we know what a mutual fund is or how a stock or bond works, how do we go about picking the right one for our portfolio? How do we evaluate a stock, and what matters when looking at a bond? Take your interest and experience in the investment world to the next level. Learn what to look for, what questions to ask, and how to match your investments with your goals. Prerequisite: Financial Literacy I or a working knowledge of stocks, bonds, and mutual funds. Instructor: Alan Myers.

Gain a clear picture of the retirement you want, set realistic goals and objectives, calculate how much you will need to retire, invest for the future, overcome roadblocks that impede progress, and help protect wealth and assets. Become educated about retirement planning and be prepared to make financial decisions. Instructor: Chris Gordon.

How do you plan to maximize your retirement benefits when you retire? This class will discuss tax reduction strategies to plan for a retirement income that will last a lifetime. You will learn to maximize your income during retirement, recognize the importance of beneficiary designations, address healthcare concerns and asset protection strategies, convert IRAs into Roth IRAs, and keep money in your IRAs using the stretch IRA concept. Instructor: Roger Desai.

Learn what’s involved in creating a tax strategy for your evolving retirement needs. Identify types of taxes you will face at various stages, understand tax impacts on Social Security and Medicare, and gain strategies to avoid overpayment and maximize your income. Join experienced instructor and financial planner Roger Desai for this informative class. Instructor: Roger Desai.