Northcentral Technical College (NTC) is pleased to host the Financial Planning Series, a set of short workshops that cover multiple personal financial planning topics. These workshops will offer valuable information for all community members.
Bring Balance to Your Budget - September 11, 2018
Encourages developing a budget, identifying financial goals, understanding the balance between spending, saving and borrowing and having a strategy.
Foundations of Investing Seminar - September 25, 2018
Covers rules for investing, including developing a strategy, choosing quality investments, diversifying portfolios, investing for the long term and focusing on what you can control.
An Investor's Tour of Mutual Funds Seminar - October 9, 2018
A detailed look at the features, benefits and risks associated with mutual funds as well as a map to mutual fund selection.
Social Security: Your Questions Answered - October 23, 2018
Covers ways to maximize Social Security benefit amounts for the individual and spouse based on age, life expectancy, employment and need.
Ready or Not Preparing for the Unexpected - November 6, 2018
Shares tips on how to develop a proactive strategy for protection and preparing for the unexpected. Strategies include having an emergency fund, establish line of credit and review insurance/liability protection.
Outsmart the Scammers Seminar - December 4, 2018
This presentation will help give attendees an awareness of typical scams that are used and will provide tools and techniques for outsmarting those seeking to gain information.
College: Getting There from Here - January 15, 2019
Discusses establishing a college savings goal, strategies to help achieve the goal and the features and benefits of 529 savings plans.
Tax Free Investing - January 29, 2019
Overview of tax-advantaged investments such as muni bonds (muni/UIT/mutual funds), IRAs (traditional/Roth/401k/403b) and/or life insurance.
The Entrepreneurial Equation Seminar - February 12, 2019
Gives ideas for putting banking, retirement and insurance tools to work to build and protect attendees' businesses.
Retirement by Design - February 26, 2019
Discusses the need to define retirement goals, determine savings needed to reach those goals (using the rule of 25) and how to use the power of 3 (time/money/return) to reach those goals.
Stocks: The Nuts and Bolts - March 11, 2019
Teaches basic information to help investors evaluate if stocks fit into their overall strategy. Discusses common versus preferred stock, dividends, investment strategy and different ways to own stock.
Health Care and Your Retirement - March 26, 2019
The potential impact of rising health care costs on retirement savings. Includes an introduction of Medicare coverage and costs, long-term care costs, available options for supplemental health care and long-term care insurance.
Focus on Fixed Income - April 9, 2019
Explains the basics of fixed income investments, the seven characteristics of, the advantages of laddering and how fixed income may be part of your investment strategy.
What Happens After the Paychecks Stop? - April 23, 2019
Examine how to budget for retirement expenses, potential sources of retirement income and potential risks such as LTC and health care costs.