For all questions, inquiries and suggestions please send an e-mail to forsythtechcced@forsythtech.edu.
To register by phone using a Visa or MasterCard, call 336.734.7023 option 2.
Estate Planning
It is never too late to plan for your financial security. Prepare for the unexpected, and learn how to protect your family through estate planning. Topics include estate settlement cost, life insurance in estate planning, irrevocable life insurance trust, valuation principles used in the estate planning process, estate reduction techniques/gift to family members, and trusts, the basics of charitable giving and estate planning issues stemming from the marital relationship.
* Note: Free temporary parking passes will be distributed in class. Parking pass must be displayed on front dash of vehicle while parked on campus.
Fall 2018
| Date | Day | Location | Start To End Time | Instructor | Cost | Course Number | Parking Req. |
|---|---|---|---|---|---|---|---|
| 11/13 TO 12/4/2018 | T | Robert L. Strickland Center, Rm. 4450 | 6:30 PM TO 9:00 PM | M. Wittenberg | $55.00 | 125304 | *NO |
Spring
| Date | Day | Location | Start To End Time | Instructor | Cost | Course Number | Parking Req. |
|---|---|---|---|---|---|---|---|
| 4/15/2019 TO 5/6/2019 | M | Robert L. Strickland Center, Rm. 4450 | 6:30 PM TO 9:00 PM | M. Wittenberg | $55.00 | 126738 | *NO |
No Supplies Required
Financial Strategy/Retirement
This class offers students the opportunity to evaluate their retirement plan, investigate ways to have retirement income, investment, Risk Management, & Estate Planning.
* Note: Free temporary parking passes will be distributed in class. Parking pass must be displayed on front dash of vehicle while parked on campus.
Spring
| Date | Day | Location | Start To End Time | Instructor | Cost | Course Number | Parking Req. |
|---|---|---|---|---|---|---|---|
| 1/29/2019 TO 2/19/2019 | T | Robert L. Strickland Center, Rm. 4450 | 6:30 PM TO 9:00 PM | M. Wittenberg | $75.00 | 126712 | *NO |
| Date | Day | Location | Start To End Time | Instructor | Cost | Course Number | Parking Req. |
|---|---|---|---|---|---|---|---|
| 03/05 TO 03/26/2019 | T | Robert L. Strickland Center, Rm. 4450 | 6:30 PM TO 9:00 PM | M. Wittenberg | $75.00 | 119209 | *NO |
No Supplies Required
Investments: Stock Market
Learn more about stocks, IRA’s, Roth IRAs, pensions, mutual funds, ETFs, tax -exempt municipal bonds and the stock market in a relaxed and fun atmosphere. Useful to individuals from beginner to advanced. Retirement planning principles are explained. Also discussed are investment strategies for tax advantages.
* Note: Free temporary parking passes will be distributed in class. Parking pass must be displayed on front dash of vehicle while parked on campus.
Spring
| Date | Day | Location | Start To End Time | Instructor | Cost | Course Number | Parking Req. |
|---|---|---|---|---|---|---|---|
| 3/4/2019 TO 4/1/2019 | M | Robert L. Strickland Center, Rm. 4455 | 6:30 PM TO 9:00 PM | M. Wittenberg | $55.00 | 126725 | *NO |
No Supplies Required
Savvy Medicare Planning
Managing health care retirement: what baby boomers need to know about Medicare and long-term care. Do you know the four parts of Medicare and how to enroll? When is the best time to enroll in Medicare? What does Medicare cover, what does Medicare not cover? What is a typical Medicare budget today? What can cause your health care budget to change? Do not wait until retirement to ask these very important questions. After this class, you will have a better understanding of managing Medicare and long term care.
* Note: Free temporary parking passes will be distributed in class. Parking pass must be displayed on front dash of vehicle while parked on campus.
Fall 2018
| Date | Day | Location | Start To End Time | Instructor | Cost | Course Number | Parking Req. |
|---|---|---|---|---|---|---|---|
| 11/19 TO 11/26/2018 | M | Robert L. Strickland Center, Rm. 4450 | 6:30 PM TO 9:00 PM | M. Wittenberg | $45.00 | 125228 | *NO |
| Date | Day | Location | Start To End Time | Instructor | Cost | Course Number | Parking Req. |
|---|---|---|---|---|---|---|---|
| 12/5 TO 12/12/2018 | W | Robert L. Strickland Center, Rm. 4450 | 6:30 PM TO 9:00 PM | M. Wittenberg | $45.00 | 125329 | *NO |
Spring
| Date | Day | Location | Start To End Time | Instructor | Cost | Course Number | Parking Req. |
|---|---|---|---|---|---|---|---|
| 5/7/2019 TO 5/14/2019 | T | Robert L. Strickland Center, Rm. 4450 | 6:30 PM TO 9:00 PM | M. Wittenberg | $45.00 | 126739 | *NO |
No Supplies Required
Social Security Benefits
This class is a “must” for people planning their retirement! Using a wise claiming strategy may enhance lifetime Social Security benefits; however, the rules impacting Social Security benefits are very complicated. Factors such as age, marital status, special situations, and lifespan assumptions may have significant impact on the benefits received. This class will explore various factors that can influence the amount of Social Security benefits received and discuss some possible claiming strategies.
* Note: Free temporary parking passes will be distributed in class. Parking pass must be displayed on front dash of vehicle while parked on campus.
Fall 2018
| Date | Day | Location | Start To End Time | Instructor | Cost | Course Number | Parking Req. |
|---|---|---|---|---|---|---|---|
| 12/3 TO 12/10/2018 | M | Robert L. Strickland Center, Rm. 4450 | 6:30 PM TO 9:00 PM | M. Wittenberg | $45.00 | 125333 | *NO |
Spring
| Date | Day | Location | Start To End Time | Instructor | Cost | Course Number | Parking Req. |
|---|---|---|---|---|---|---|---|
| 1/15/2019 TO 1/22/2019 | T | Robert L. Strickland Center, Rm. 4450 | 6:30 PM TO 9:00 PM | M. Wittenberg | $45.00 | 126624 | *NO |
No Supplies Required
