INVESTING                                                                 top of page

#143 FUNDAMENTALS OF INVESTING ~ Before you invest your money, you should know what you are buying and why you are buying it! Through discussion and class materials, we will demystify the world of investing. You will come to understand the meaning of cash equivalents, bonds, stocks, mutual funds, and annuities, and how each category can work for you. This is an excellent course for learning about the basic asset classes and simple strategies for a lifetime of investing. (Instructor, Brenda Catugno)
3 Sessions     Apr. 22-May 6           SHS     Tuesday
7:00-8:30 p.m.         $39/Sr. No Fee
Brenda Catugno is a Financial Planner and Investment Specialist with Metlife. She has over 10 years of experience in the investment arena. She specializes in comprehensive financial planning, offering a wide variety of solutions.

#207 INVESTING: What You Really Need To Know ~ A 40-year Wall Street veteran will examine the myths, talk about the realities, and discuss worthwhile ideas to help you not be overwhelmed in the investing process.  Among the topics to be covered are: What Returns You Can Reasonably Expect; How You Can Reduce Risk; Why Your Portfolio Isn’t Diversified and What You Can Do About It; Reducing Your Fees/Commissions; and Where To Get Useful Information. (Instructor, Russell Wayne)
2 Sessions     Apr. 1 & 8      SHS
Tuesday         7:15-8:45 p.m.         $39/Sr. $25
Russell Wayne is the Chief Investment Officer of Sound Asset Management Inc., based in Weston.  Previously, he was Managing Editor of The Value Line Investment Survey.

#194 MONEY SMARTS FOR WOMEN ~ Do money matters frustrate and intimidate you?  Regardless of age, martial status or income, money affects almost every aspect of our lives.  Through simple exercises, you will learn how to calculate your current money position, differentiate between good and bad debt, and get tips on how to deal with your bank and other credit companies.  You will leave with basic tools to update your financial position and meet your financial goals.  (Instructor, Helen Cuevas)
2 Sessions     March 20 & 27          SHS
Thursday       7:00-9:00 p.m.         $39/Sr. $29
With 20 years of experience in the field of commercial and investment banking, Helen Cuevas has developed a common sense approach to financial matters.         

#941 FINANCIAL SECRETS OF MY WEALTHY GRANDPARENTS ~ Are you age 50 and over and planning to retire or already retired and want to avoid costly mistakes? We will cover the cheapest way to get long term care protection, the biggest mistake retirees make, three things you need to know to make money in the market, the goals based investing system, and the two biggest IRA disasters. (Instructor, Matthew Tuttle)
Wednesday, Feb. 6             7:00-9:00 p.m.
SHS                 $25/Sr. No Fee
Matthew Tuttle is a Certified Financial Planner and the author of “Financial Secrets of my Wealthy Grandparents”.  He is frequently quoted in the Wall Street Journal, Kiplinger’s, SmartMoney, Forbes, and the New York Times.

#943 PAY FOR COLLEGE WITHOUT GOING BROKE ~  Learn how to help your child create a plan to locate and apply for college scholarships.  We’ll review techniques to increase the odds and size of merit aid offers from your child’s chosen college, and how to create your own “scholarships” for them with the help of Uncle Sam. (Instructor, John F. Pearson)
2 Sessions     March 18 & 25          SHS     Tuesday         7:30-9:00 p.m.         $39
John F. Pearson, CPA is a nationally known college planning specialist and a financial services representative with Barnum Financial Group, an office of MetLife.

#942 INVESTING LIKE A COLLEGE ENDOWMENT ~ Harvard, Yale, and other large colleges routinely beat the markets while taking less risk.  While they have billions of dollars and access to any investment in the world, individual investors can learn a lot from how they invest.  In this class, you will learn the four secrets to endowment investing, why large endowments don’t buy bonds, how individual investors can access alternative investments, and much more.  (Instructor, Matthew Tuttle)
Wednesday, March 5          7:00-9:00 p.m.         SHS     $25/Sr. No Fee

REDUCE DEBT                                                                         top of page

#813 INVEST IN YOUR DEBT™ ~ This nationally acclaimed educational workshop is designed to show you how to pay off your student loans, credit cards, car loans, and consumer debt in 1 - 5 years; and then completely own your home in another 3 -7 years.  Learn the most effective technique to become financially independent by using only your current income.  Whether you make $12,000 or $120,000 a year, this class is for you. Learn how to eliminate your debts the fastest way possible and how to live on 100% cash. Find out why most conventional investment strategies do not work. Learn how to spend smarter, how to make logical decisions when you buy, and what the real value of a dollar is. Materials fee $5 payable to instructor. Optional textbook $40. Additional information about this course and Mr. Watson can be found on his website.  (Instructor, Basil Watson)
Thursday, Feb. 28    6:30-9:30 p.m.         SHS     $39/Sr. No Fee
Basil Watson shares his expertise in this area in seminars and continuing education programs in Connecticut and New York.

RETIREMENT                                                                         top of page

#174 PASSPORT TO RETIREMENT ~  Worried about when - or if - you can retire?  Concerned over your current investment statements? This comprehensive educational workshop will help you get answers to important questions: How much retirement money will I need? How should I be invested? How can I better manage my taxes? What can I do to preserve my estate for my heirs? A local estate-planning attorney will address the class in session two. A 140-page retirement workbook and a personalized retirement plan are included. (Instructor, Greg Rodiger)
2 Sessions     Apr. 23 & 30  SHS
Wednesday   7:00-9:00 p.m.         $30
Greg Rodiger is a Certified Financial Planner with The Connecticut Group in Westport. He has a master’s degree in financial planning, is listed in “Who’s Who in Business and Industry,” and has over 20 years of advisory experience.    

#162 ESTATE PLANNING ~ This is a detailed seminar on estate planning techniques and estate administration, with an emphasis on reducing or avoiding transfer taxes and maximizing lifetime wealth.  There will be an in-depth review of federal and state transfer tax laws, including recent changes.  Learn about the probate process and avoiding probate, how wills and trusts are used in estate planning, how to plan for incapacity, and the importance of re-titling assets and updating beneficiary designations. Class will also include retirement assets, gifting, Medicaid, life insurance, sophisticated planning, and more!  Case studies will be included.  (Instructor, Patricia R. Beauregard, Esq.)
3 Sessions     Mar. 12-26    SHS
Wednesday   7:00-9:00 p.m.         $65/Sr. $29
Patricia Beauregard is a member of Wiggin & Dana’s Trusts and Estates Department in New Haven. Her practice includes estate and tax planning, estate administration, and advising clients about taxes and other matters affecting tax exempt organizations.

#177 THE NEW RETIREMENT MINDSCAPE ~ Learn how to navigate and survive the emotional roadmap of retirement.  Discover a more personalized approach to retirement planning through this comprehensive workshop.  Learn what steps you can take NOW to make your retirement dreams a reality.  Your vision and planning are just as important as money in achieving retirement fulfillment.  See our website for further details about the key issues that will be covered.  (Instructor, Henry Cormier)
additional information
Monday, May 12       6:30-8:30 p.m.         SHS     $55/Sr. No Fee

#930 HOUSE RICH, BUT SHORT CASH?  Learn about reverse mortgages and how senior homeowners can access some of the equity in their home to retain their financial independence and strengthen their financial future.  Discover how this tax-free money source can be utilized to help protect the assets you have worked long and hard to build.  Learn how the Deficit Reduction Act of 2005 dramatically changes estate and long-term care planning.  You’ll leave with a solid introduction to the real advantages and risks offered by reverse mortgage programs.  (Instructor, Stephen Lamoreaux)
Tuesday, Apr. 8        7:00-9:00 p.m.         SHS     $25/Sr. No Fee
Stephen Lamoreaux, a Reverse Mortgage Specialist at DML Mortgage Enterprises, Inc., spent 14 years in retail and institutional financial markets and another decade in the mortgage arena, specializing in reverse mortgages the last four years.

TECHNOLOGY                                                                    top of page