Midlothian, VA. 804.378.2527

Lifelong Learning Chesterfield


Economics and Finance - Summer 2019

 

Lifelong Learning Institute in Chesterfield                        

                                                                                      Not an LLI member? Join here now. It's easy! 

Death and Taxes…The Only Certainties in Life?                                

Tuesday                                              EF192012            

9:00-10:30                          

May 14

Instructor(s): James E. Davidson, Jr., CFP®

Are you interested in paying less tax today and from your estate? Have you heard that what might be tax-efficient for you is not necessarily true for your heirs? How you handle your tax & estate planning becomes part of your legacy. Join us to learn strategies that address these and other important tax & estate planning concerns.

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Home Seller Seminar                                   

Tuesday                                              EF192116            

10:00-11:30                        

May 21

Instructor(s): Sylvia Watford and Danita Jackson

Wondering how to get the best price for your home in the shortest amount of time? Participants will learn about the home selling process with a Virginia Credit Union representative who will offer practical tips and share common pitfalls to avoid when selling a house.

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County Taxes and Tax Relief                                      

Tuesday                                              EF192130            

12:30-2:00                          

May 21

Instructor(s): Jenefer Hughes, MBA ACA

This course will review the work done by the Commissioner of the Revenue's office, explore property taxes and explain the tax relief programs available to help seniors. The requirements for operating a business in the County will also be reviewed. This is intended to be an interactive session, and citizens will have the chance to ask questions and provide feedback to help improve the Commissioner of the Revenue’s service to the Chesterfield County community.

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Medicare 101: Navigating the Medicare Maze                                  

Tuesday                                              EF192113            

1:00-3:00                             

June 4

Instructor(s): Kendalle Stock

This course will provide information on the following: high level overview of Medicare, how and when to enroll in Medicare, understanding the “lingo”, Medicare options, what Medigap (Medicare Supplement) policies cover, and gaps that exist in Medicare and how to cover those gaps. Whether you’ve been enrolled 1 day or 40 years, or if you haven’t received that lovely red, white and blue card in the mail yet, you will walk away from this class with valuable information. Bring paper and pen to take notes!

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Basics of Economics: Supply Your Interest                                          

Wednesday                                      EF192131            

9:00-10:30                          

June 5, 12, 26, July 3, 10

Instructor(s): Edward Blackwell

What if Adam Smith critiqued FDR? What if Milton Friedman interviewed Karl Marx? Learn the basic terms of economics and the basic types of economies. Watch Adam Smith develop capitalism, Karl Marx develop Communism, and discover Hamilton, Jackson, Wilson, FDR, and Nixon's contributions to the American Economic System. Study the organization of the Federal Reserve, be ignited by Maynard Keynes, and learn that fiat isn't always a car!

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Annuities: Everything You Wanted to Know But Were Afraid to Ask!                                    

Thursday                                            EF192101            

9:00-10:30                          

June 20

Instructor(s): James E. Davidson, Jr., CFP®

What are they? How do they work? What do all these fancy words mean? Join our Q&A format for insight in to the world of annuities.

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Tips for Avoiding Identity Theft                                               

Tuesday                                              EF192117            

10:00-11:00                        

June 25

Instructor(s): Sylvia Watford

A Virginia Credit Union representative will offer practical tips for guarding against identity theft. Participants will learn how to minimize their risk and what to do if they should ever become a victim.

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Personal Finance                                            

Tuesday                                              EF192133            

10:00-11:30                        

July 2

Instructor(s): T Kulkarni

Don't let mail and finance overwhelm you. Join this course to learn to make things simple and track your personal finances using Microsoft Excel. Basic knowledge is required.

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Organizing Your Financial Records                                          

Tuesday                                              EF192118            

10:00-11:00                        

July 16

Instructor(s): Sylvia Watford

A Virginia Credit Union representative will share the benefits of keeping your personal financial records organized and offer practical recommendations on what records to keep, what to keep handy in the event of a natural disaster and tips on how to take a home inventory.

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Demystifying Long Term Care                                   

Thursday                                            EF192120            

2:00-3:30                             

July 18

Instructor(s): James E. Davidson, Jr., CFP® and Elizabeth Crabtree, CFP®

Join us to learn all about Long Term Care… topics include: what is a chronic illness and why medical insurance won’t pay for it, common LTC policy features, current insurance options available, the Virginia Partnership Program, and underwriting… what matters and what doesn’t.

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Financial Preparedness for Disasters                                     

Wednesday                                      EF192132            

10:00-11:30                        

July 24

Instructor(s): Jessica Robison

This course is based off of FEMA's Emergency Financial First Aid Toolkit. Students will learn about the financial impacts of disasters, steps that they can take to increase their financial preparedness and what can be expected after a disaster strikes. Each student will receive a FEMA Emergency Financial First Aid workbook to take home.

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How to Read Your Credit Report and Understand Credit Scores                                               

Tuesday                                              EF192125            

10:00-11:30                        

Aug 13

Instructor(s): Sylvia Watford

Learn how to access a free copy of your credit report and the importance of reviewing and understanding the report. The components of a sample credit report will be provided and discussed. Also, students will learn how to build, manage and maintain a great credit score.

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