Midlothian, VA. 804.378.2527

Lifelong Learning Chesterfield


Economics and Finance - Summer 2018   

 

Lifelong Learning Institute in Chesterfield                        

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

Death and Taxes…The Only Certainties in Life?                                

Tuesday                                              EF182012            

9:00-10:30                          

June 12

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

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

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Women and Investing: What Every Woman Needs To Know                                     

Wednesday                                      EF182029            

2:00-3:30                             

July 25

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

Join us to identify and learn how to avoid the common financial pitfalls experienced by many women in their golden years. We will use real-life examples to illustrate and discuss these unique concerns for women. No investment experience necessary and questions are welcomed!

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

Thursday                                            EF182101            

2:00-3:30                             

May 17

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 into the world of annuities.

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Estate Settlement and the Probate Process                                       

Tuesday                                              EF182104            

9:30-11:30                          

July 10

Instructor(s): Mark Mikuta, CPA, CFP

Most folks are familiar with estate planning; and while many have heard of the probate process, few really understand the nuts and bolts of the process. What are the steps in the Probate Process? What if there is no will? What does the Executor or the Administrator do? The presentation includes time for questions.

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Senior Scams and Financial Exploitation                                              

Wednesday                                      EF182106            

9:00-10:30                          

May 23

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

According to the Consumer Financial Protection Bureau: “Elder financial exploitation has been called the crime of the 21st century… robbing victims of their resources, dignity and quality of life… and they may never recover from it.” Join us to examine real-life case studies and learn more about risk factors, detection, prevention and how to better protect yourself and others from this type of mistreatment.

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Medicare 101: Navigating the Medicare Maze                                  

Tuesday                                              EF182113            

9:30-11:00                          

June 26

Instructor(s): Kendalle Stock

This class 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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Home Seller Seminar                                   

Wednesday                                      EF182116            

1:00-2:30                             

May 9

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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Tips for Avoiding Identity Theft                                               

Wednesday                                      EF182117            

11:00-12:00                        

June 13

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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Drive Away Happy                                         

Thursday                                            EF182119            

11:30-12:30                        

July 19

Instructor(s): Sylvia Watford

A Virginia Credit Union representative will offer advice on how to make smart car-buying decisions and give tips on negotiating the purchase of a new or used car.

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How to Read Your Credit Report and Understand Credit Scores                                               

Thursday                                            EF182125            

10:30-11:30                        

Aug 23

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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Aligning Money and Values                                       

Tuesday                                              EF182128            

11:30-12:30                        

May 22

Instructor(s): Sylvia Watford

This course will help students define and align personal values to the financial choices they make every day.

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Building a Better Budget Workshop                                       

Wednesday                                      EF182129            

9:00-10:00                          

Aug 1

Instructor(s): Sylvia Watford

This workshop will provide practical advice for creating and sticking to a budget with tools to track spending and establish savings goals.

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