WORKSHOP SERIES | Classes and schedule
COURSE OPTIONS: (can attend four seminars)
BUDGETING
Learn to make the most of your money, save for retirement, eliminate budget deficits, and assess your financial net worth.
CREDIT & amp; DEBT MANAGEMENT
Will help you eliminate and avoid debt as well as deal with poor credit ratings. Includes a section on bankruptcy, identity theft and more.
ESTATE PLANNING
Gives you the basics on subjects such as wills, trustees, executors, estate taxes, as well as help in planning your parents' estate.
HOME OWNERSHIP
Financing strategies for buying a home. Learn how to save for a home by developing short- and long-term goals.
INSURANCE/RISK MANAGEMENT
This class will help you evaluate the appropriate amount and type of insurance coverage for you. Includes a section on long-term care insurance.
INVESTMENTS BASICS
This session is for the individual who is considered a novice when it comes to investments.
INVESTMENTS PORTFOLIO
This session is for the more experienced investor, someone who knows the basics and wants to learn the strategies that will help her build her financial portfolio.
KIDS & amp; MONEY
Educate your children, grandchildren and other young people in you life on how to handle, spend, save and understand money.
RETIREMENT 54 AND UNDER
For those looking ahead to retirement, age is not as important a time-frame.
RETIREMENT 55 AND OVER
This session is for the individuals who are close to retirement or living in retirement.
SAMPLE SCHEDULE FOR FRIDAY'S SESSION:
7:30: Check-In / Continental Breakfast
8:30: Opening Session
9:15: Session One
10:30: Session Two
11:30: Lunch featuring a keynote speaker
12:30: Session Three
1:45: Session Four
3: Q & amp;A / Door Prize Drawing
4: Seminar Concludes
Location:
Youngstown State University, Kilcawley Center. Parking is available at the M-8 visitor's lot and M-1 parking deck on Wick Avenue.
For more information or questions, contact:
Joseph T. Deters
Treasurer of State of Ohio
30 E. Broad St., 9th Floor
Columbus, Ohio 43215
(800) 228-1102
email: treasurer@tos.state.oh.us
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