Enrichment >> Personal Finance & Estate Planning

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Classes and workshops in Personal Finance and Estate Planning.

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

  • Click on the Add To Cart button to the right of the class information in order to enroll in a class.
  • If a class is full or closed to public registration, that information will be noted to the right of the class information. 

 

 

 
Be sure to sign up now for the Early Bird discount! A trustee has an important job with serious legal consequences. This class will teach you how to be prepared for the end of a loved one’s life. Step by step instructions will be provided for the post death administration of an estate, whether by the death of a spouse or someone else. You will learn ways to minimize the stress on yourself and your family. This class will even help someone who is planning their estate, because knowing what actually happens after death helps prepare for it. Gain insights, methods and techniques from a friendly, approachable and experienced attorney and educator. Bob Ayers has been a local attorney for over 25 years with an emphasis in real estate, business and estate planning and administration..

410032

Schedule : Weekly - Thu 6:30 PM - 8:30 PM; starting 2/9/2017, ending 2/9/2017

Tuition: $39.00

Materials Cost: $0.00

Location : MiraCosta College-San Elijo Campus Location : 
  MiraCosta College-San Elijo Campus.

Room :  Room 308

Instructor : Bob Ayers 

Please read: EARLY BIRD SPECIAL-$35: Register BEFORE 2/1 ...More



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 Be sure to sign up now for the Early Bird discount! The most essential part of your estate plan is the needs of your beneficiaries. Understanding their needs will guide your plan. This class allows you to explore how the different planning tools will help you meet the needs of your beneficiaries. While trusts will be highlighted, you will learn why a trust is not always the best way to distribute certain assets. You will learn about taxes, legal fees and how to preserve important family relationships. Gain insights, methods and techniques from a friendly, approachable and experienced attorney and educator about planning for your estate, your health care and your finances. Bob Ayers has been a local attorney for over 25 years with an emphasis in estate planning and administration

410037

Schedule : Weekly - Tue 6:30 PM - 8:30 PM; starting 2/7/2017, ending 2/7/2017

Tuition: $39.00

Materials Cost: $0.00

Location : MiraCosta College-San Elijo Campus Location : 
  MiraCosta College-San Elijo Campus.

Room :  Room 308

Instructor : Bob Ayers 

Please read: EARLY BIRD SPECIAL-$35: Register BEFORE 1/31 ...More



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Be sure to sign up now for the Early Bird discount! Statistics tell us that 8 out of 10 women will end up handling their own finances. This may be due to longevity, divorce or many other reasons. This class will prepare you to handle your finances and give you a deep knowledge of financial markets, current events and practical resources. This class will give you peace of mind as well as tools and knowledge that will last a lifetime. This is an interactive class and questions are welcomed

410033

Schedule : Weekly - Tue 6:00 PM - 9:00 PM; 2 sessions; starting 5/2/2017, ending 5/9/2017

Tuition: $45.00

Materials Cost: $0.00

Location : MiraCosta College-San Elijo Campus Location : 
  MiraCosta College-San Elijo Campus.

Room :  Room 306

Instructor : Michael Graney 

Please read: EARLY BIRD SPECIAL-$35: Register BEFORE 4/26 ...More



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Be sure to sign up now for the Early Bird discount! This class covers the essentials of the American Medicare Health System, its structure, the restriction or gaps that exist, cost and coverage details as well as who can become a beneficiary. other areas of concern to be discussed include supplemental coverage options such as Medi-gap insurance, Senior Advantage plans and Prescription Drug plans: how they are structured timelines for coverage, cost and coverage limitations, etc. Medicaide/Medi-Cal coverage and missing coverage areas in all plans will also be detailed. A question and answer session will follow the main presentation.  

410028

Schedule : Weekly - Sat 10:00 AM - 12:00 PM; starting 4/8/2017, ending 4/8/2017

Tuition: $39.00

Materials Cost: $0.00

Location : MiraCosta College-San Elijo Campus Location : 
  MiraCosta College-San Elijo Campus.

Room :  Room 304

Instructor : Joseph Pospichal 

Please read: EARLY BIRD SPECIAL-$35: Register BEFORE 3/31 ...More



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It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. In just two entertaining and informative sessions, you’ll learn what they didn’t teach you in school. Discover five strategies to manage investment risks, 11 ways you may save money on this year’s taxes, important questions to ask before buying insurance coverage, how to invest in and take money out of your company’s retirement plan, as well as determine the savings you need to retire today or in the future.

410012

Schedule : Weekly - Sat 9:00 AM - 12:00 PM; 2 sessions; starting 2/25/2017, ending 3/4/2017

Tuition: $60.00

Materials Cost: $0.00

Location : Carlsbad Senior Center- Art studio Location : 
  Carlsbad Senior Center- Art studio.

Room :  Art Studio

Instructor : Brad Lineberger 

Please read: Supplies: This course includes a 235-page ...More



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It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. In just two entertaining and informative sessions, you’ll learn what they didn’t teach you in school. 

410012

Schedule : Weekly - Thu 6:00 PM - 9:00 PM; 2 sessions; starting 3/2/2017, ending 3/9/2017

Tuition: $60.00

Materials Cost: $0.00

Location : La Costa Canyon High School Location : 
  La Costa Canyon High School.

Room :  Room 1301

Instructor : Brad Lineberger 

Please read: Supplies: This course includes a 235-page ...More



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It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. In just two entertaining and informative sessions, you’ll learn what they didn’t teach you in school. 

410012

Schedule : Weekly - Tue 6:30 PM - 9:30 PM; 2 sessions; starting 2/21/2017, ending 2/28/2017

Tuition: $60.00

Materials Cost: $0.00

Location : MiraCosta College-San Elijo Campus Location : 
  MiraCosta College-San Elijo Campus.

Room :  Room 308

Instructor : Multiple Instructor :
 3.Megan Natelson  2.PURE FINANCIAL ADVISORS, INC  1.Robert Rodgers 

Please read: Supplies: This course includes a 235-page ...More



View Details »
It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. In just two entertaining and informative sessions, you’ll learn what they didn’t teach you in school.  

410012

Schedule : Weekly - Thu 6:30 PM - 9:30 PM; 2 sessions; starting 1/26/2017, ending 2/2/2017

Tuition: $60.00

Materials Cost: $0.00

Location : MiraCosta College-Oceanside Campus Location : 
  MiraCosta College-Oceanside Campus.

Room :  Room 3606

Instructor : Multiple Instructor :
 3.Megan Natelson  2.PURE FINANCIAL ADVISORS, INC  1.Robert Rodgers 

Please read: Supplies: This course includes a 235-page ...More



View Details »
It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. In just two entertaining and informative sessions, you’ll learn what they didn’t teach you in school. 

410012

Schedule : Weekly - Tue 6:30 PM - 9:30 PM; 2 sessions; starting 1/31/2017, ending 2/7/2017

Tuition: $60.00

Materials Cost: $0.00

Location : MiraCosta College-Oceanside Campus Location : 
  MiraCosta College-Oceanside Campus.

Room :  Room 3606

Instructor : Multiple Instructor :
 3.Megan Natelson  2.PURE FINANCIAL ADVISORS, INC  1.Robert Rodgers 

Please read: Supplies: This course includes a 235-page ...More



View Details »
It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. In just two entertaining and informative sessions, you’ll learn what they didn’t teach you in school. 

410012

Schedule : Weekly - Sat 6:30 PM - 9:30 PM; 2 sessions; starting 3/11/2017, ending 3/18/2017

Tuition: $60.00

Materials Cost: $0.00

Location : MiraCosta College-Oceanside Campus Location : 
  MiraCosta College-Oceanside Campus.

Room :  Room 3501

Instructor : Multiple Instructor :
 3.Megan Natelson  2.PURE FINANCIAL ADVISORS, INC  1.Robert Rodgers 

Please read: Supplies: This course includes a 235-page ...More



View Details »
It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. In just two entertaining and informative sessions, you’ll learn what they didn’t teach you in school. Discover five strategies to manage investment risks, 11 ways you may save money on this year’s taxes, important questions to ask before buying insurance coverage, how to invest in and take money out of your company’s retirement  plan, as well as determine the savings you need to retire today or in the future.

410012

Schedule : Weekly - Thu 6:30 PM - 9:30 PM; 2 sessions; starting 3/16/2017, ending 3/23/2017

Tuition: $60.00

Materials Cost: $0.00

Location : MiraCosta College-Oceanside Campus Location : 
  MiraCosta College-Oceanside Campus.

Room :  Room 3606

Instructor : Multiple Instructor :
 3.Megan Natelson  2.PURE FINANCIAL ADVISORS, INC  1.Robert Rodgers 

Please read: Supplies: This course includes a 235-page ...More



View Details »
It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. In just two entertaining and informative sessions, you’ll learn what they didn’t teach you in school. 

410012

Schedule : Weekly - Thu 6:30 PM - 9:30 PM; 2 sessions; starting 5/4/2017, ending 5/11/2017

Tuition: $60.00

Materials Cost: $0.00

Location : MiraCosta College-Oceanside Campus Location : 
  MiraCosta College-Oceanside Campus.

Room :  Room 3606

Instructor : Multiple Instructor :
 3.Megan Natelson  2.PURE FINANCIAL ADVISORS, INC  1.Robert Rodgers 

Please read: Supplies: This course includes a 235-page ...More



View Details »