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Adult Continued Learning Programs


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 


Age: Adult


Location: Lincoln Center Class #


Min/Max: 5/25 Date Day


271030-01 9/10 TU 271030-02 9/17 TU 271030-03 9/24 TU


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 


Age: Adult


Location: Lincoln Center Class #


Min/Max: 6/20 Date Day Time


Instructor: College Bound Funding Solutions R/NR


213067-01 10/3 TH 7:00 - 8:30 pm $8/$12


Instructor: Chris Schouten - Financial Advisor Time


R/NR


6:15 pm 6:15 pm 6:15 pm


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


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 


Age: Adult


Location: Lincoln Center Class # Date


Min/Max: 6/20


Instructor: College Bound Funding Solutions Day Time


R/NR 213068-01 10/10 - 10/24 TH 7:00 - 8:30 pm $17/$25


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. 


Age: Adult


Location: Lincoln Center Class # Date


271028-01 10/3 271028-02 10/15 271028-03 10/24


Min/Max: 5/25


Instructor: Chris Schouten - Financial Advisor Day Time


TH 6:15 pm TU 6:15 pm TH 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. 


Age: Adult


Location: Lincoln Center Class # Date


271029-01 11/5 271029-02 11/14 271029-03 11/21


Bridge Lessons


If you have never played bridge or just need to sharpen your skills, bridge lessons start you on your way to a stimulating and fun leisure activity. 


Age: Adult


Location: Lincoln Center Class # Date


Min/Max: None


Instructor: Marcia Potts Day Time


R/NR


271004-01 10/7 - 11/25 M 10:00 - 11:30 am $20/$30 271004-02 12/2 - 1/27 M 10:00 - 11:30 am $20/$30


Min/Max: 5/25


Instructor: Chris Schouten - Financial Advisor Day Time


TU 6:15 pm TH 6:15 pm TH 6:15 pm


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


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





Autumn 2013 41


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