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Classes: Personal Growth: Money, Investment & Estate Planning

Classes in investing, money management, taxes and retirement & Estate planning.
 

 
 

Please click on the course title to see the full course description.

EARLY BIRD REGISTRATION DISCOUNTS will be automatically deducted during checkout.

If a class is full, please add yourself to the wait list.  You will be notified if space opens up.

If you have questions, please contact us at 831-479-6331.

 


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Trustee Success Factors: Risk, Reward and Realities: Ask the Experts  Fee: $35.00  Materials Fee: $0.00  Room :  Hort 5001  Instructor : Staff TBD 
Schedule : Weekly - Sat 10:00 AM - 12:00 PM; starting 8/2/2014, ending 8/2/2014  
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You Don’t Know What You Don’t Know... Estate Legalese in Layman’s Language  Fee: $65.00  Materials Fee: $0.00  Room :  Hort 5001  Instructor : Staff TBD 
Schedule : Weekly - Sat 9:30 AM - 12:30 PM; starting 8/9/2014, ending 8/9/2014  
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Health Care Choices  Fee: $65.00  Materials Fee: $0.00  Room :  Hort 5001  Instructor : Staff TBD 
Schedule : Weekly - Sat 1:00 PM - 4:00 PM; starting 8/9/2014, ending 8/9/2014  
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Financial Planning for Elder Care and End of Life Costs  Fee: $90.00  Materials Fee: $0.00  Room :  Hort 5001  Instructor : Staff TBD 
Schedule : Weekly - Sat 9:30 AM - 4:00 PM; starting 8/16/2014, ending 8/16/2014  
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Creating Your Legacy, Honoring Theirs  Fee: $65.00  Materials Fee: $0.00  Room :  Hort 5001  Instructor : Staff TBD 
Schedule : Weekly - Sat 9:30 AM - 12:30 PM; starting 8/23/2014, ending 8/23/2014  
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Peaceful Estate Settlement  Fee: $65.00  Materials Fee: $0.00  Room :  Hort 5001  Instructor : Staff TBD 
Schedule : Weekly - Sat 1:00 PM - 4:00 PM; starting 8/23/2014, ending 8/23/2014  
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Intro to Smart Investments  Fee: $75.00  Materials Fee: $0.00  Room :  508  Instructor : Galaham Zuanich 
Schedule : Weekly - Tue 7:00 PM - 9:00 PM; 4 sessions; starting 9/9/2014, ending 9/30/2014    Available Discounts
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College: How to Get in and Pay the Bill  Fee: $62.00  Materials Fee: $0.00  Room :  432  Instructor : Stephen Shapiro 
Schedule : Weekly - Tue 6:45 PM - 8:45 PM; 2 sessions; starting 9/23/2014, ending 9/30/2014    Available Discounts
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Trustee Success Factors: Risk, Reward and Realities: Ask the Experts  Fee: $35.00  Materials Fee: $0.00  Room :  715  Instructor : Staff TBD 
Schedule : Daily 10:00 AM - 12:00 PM; starting 10/4/2014, ending 10/4/2014    Available Discounts
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Health Care Choices  Fee: $65.00  Materials Fee: $0.00  Room :  715  Instructor : Staff TBD 
Schedule : Daily 1:00 PM - 4:00 PM; starting 10/11/2014, ending 10/11/2014  
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You Don’t Know What You Don’t Know... Estate Legalese in Layman’s Language  Fee: $65.00  Materials Fee: $0.00  Room :  715  Instructor : Staff TBD 
Schedule : Daily 9:30 AM - 12:30 PM; starting 10/11/2014, ending 10/11/2014  
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Retirement Planning  Fee: $75.00  Materials Fee: $0.00  Room :  432  Instructor : Galaham Zuanich 
Schedule : Weekly - Tue 7:00 PM - 9:00 PM; 4 sessions; starting 10/14/2014, ending 11/4/2014  
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Financial Planning for Elder Care and End of Life Costs  Fee: $90.00  Materials Fee: $0.00  Room :  715  Instructor : Staff TBD 
Schedule : Daily 9:30 AM - 4:00 PM; starting 10/18/2014, ending 10/18/2014  
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Creating Your Legacy, Honoring Theirs  Fee: $65.00  Materials Fee: $0.00  Room :  715  Instructor : Staff TBD 
Schedule : Daily 9:30 AM - 12:30 PM; starting 10/25/2014, ending 10/25/2014  
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Peaceful Estate Settlement  Fee: $65.00  Materials Fee: $0.00  Room :  715  Instructor : Staff TBD 
Schedule : Daily 1:00 PM - 4:00 PM; starting 10/25/2014, ending 10/25/2014  
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