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Adult General Interest College Planning – How to Prepare for The College Experience


Prepare for one of the most important events in your child’s life, college. You will learn what your child should be doing each year of high school to help strengthen their appearance in the eyes of today’s college admissions officers. Hear what colleges are looking for in prospective students and what effect entrance exam scores and GPA’s have on your child’s chances of being accepted. This class picks up the planning process for 9th grade through graduation and what to look for in those college offers before you accept.


Age: Adult


Location: Lincoln Center Class #


Date 113069-01 Min/Max: 6/20


Instructor: College Bound Funding Solutions Day


Time 6/5 W 7:00 - 8:30 pm R/NR $8/$12 Paying for College – Getting There From Here


Are you concerned about how to save for your children’s or grandchildren’s college education? Learn how to start preparing for college education and to maximize your savings using an optimized tax efficient strategy like a 529 College Saving Plan or IRA. We will discuss how different types of savings plans effect financial aid calculations. Lunch or dinner is included.


Age: Adult


Location: Lincoln Center Class #


171038-01 171038-02 171038-03


Date 8/6


8/15 College Funding – The College Admissions and Funding Process


Navigating through the college funding process can be a daunting undertaking. This dynamic workshop will walk you through the nuts and bolts of the college admissions and funding process. We will discuss how the aid process really works, including good and bad assets and debt, who really decides your family’s financial need, the IRS vs. your Financial Aid and what types of aid are currently available. Understand the process from filling out the right forms and filing deadlines to comparing aid packages and how to negotiate a better offer. This course will provide you with everything needed to successfully complete the college admissions and funding process.


Age: Adult


Location: Lincoln Center Class #


Date Min/Max: 6/20


Instructor: College Bound Funding Solutions Day


Time R/NR 113070-01 6/12 - 6/26 W 7:00 - 8:30 pm $17/$25 Min/Max: 6/20


Instructor: Chris Schouton Day


Time


TU TH


8/21 W


10:15 am 10:15 am 6:15 pm


R/NR


$5/$7 $5/$7 $5/$7


Estate Planning


Avoiding Probate and Court Intervention You have worked hard to build your estate. What will happen to your assets when you are gone? Learn the safest and best way to transfer your assets before and after death to ensure that your loved ones receive their inheritance in the exact manner you desire. A question and answer session will follow. Lunch or dinner is included.


Age: Adult


Location: Lincoln Center Class #


Date


171036-01 6/4 171036-02 6/13 171036-03 6/26


Min/Max: 5/25


Instructor: Chris Schouten-Financial Advisor Day Time


TU TH


10:15 am 10:15 am


W 6:15 pm Boomers! The Savvy Social Security


Planner-Maximize Your Retirement Income If you are retiring soon, it’s important to understand Social Security Programs. Get an overview of retirement, spousal and survivor benefits, when to file for retirement benefits, maximizing your income while working, online services and the retirement estimator. Probate avoidance techniques will also be discussed. Lunch or dinner is included.


Age: Adult


Location: Lincoln Center Class #


Date


171037-01 7/9 171037-02 7/18 171037-03 7/24


Min/Max: 5/25


Instructor: Chris Schouten-Financial Advisor Day Time


TU TH


6:15 pm 6:15 pm


W 10:15 am


R/NR $5/$7 $5/$7 $5/$7


R/NR $5/$7 $5/$7 $5/$7


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