Office of Continuing Education

 NON-CREDIT CLASSES

 Personal Finance

Allied Health

Arts and Crafts

Business and Professional Development

Languages and Cultures

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Recreation and Fitness

EXCHANGE TRADED FUNDS – A LOW COST ALTERNATIVE TO MUTUAL FUNDS

This course provides an in-depth discussion of exchange traded funds, the reasons behind their ever-growing popularity, and how ETF’s may be utilized by the individual investor.  Topics include the history of exchange traded funds, the ETF Universe and comparison of exchange traded funds to mutual funds.  The benefits of the investment as well as how to make educated decisions when selecting ETF’s is discussed.  Model portfolios comprised of exchange traded funds are introduced in class.  A brief overview is given of cyclical and strategic investment styles and how ETF’s may be used to serve as a basis or to complement an investment portfolio.

Instructor:  Gay Ann Weaver is a Certified Financial Planner TM 

Dates:             September 23, 2008
Day:                 Tuesday
Time:               6:30-9:00 p.m.
One session
Fee:                 $35.00
Location:        College of Business, Room 208

 FINANCING A HIGHER EDUCATION

This class will include a comparison of various college savings programs:

• 529 College Savings Plan
• Prepaid Tuition Plan
• Coverdell Education Savings Account
• UGMA and UTMA Custodial Accounts
• Savings Bonds

Updates to the Indiana 529 Plan allowing a 20% tax credit to Indiana residents will be discussed.  An Education Cost Summary including tuition, fees, and room and board is provided to each student for the college of their choice.

Gay Ann Weaver is a Certified Financial Planner TM with over ten year experience in the financial services industry.

Dates:              September 30, 2008
Day:                  Tuesday
Time:               6:30-9:00 p.m.
One session
Fee:                 $35.00
Location:        College of Business, room 208

LIVING DEBT FREE IN THE 21ST CENTURY

This workshop is designed for middle class Americans who want to build real wealth and become financially independent by eliminating debt.  Learn a linear mathematical system that will eliminate all your consumer debt in one to four years, and your mortgage in another three to five years.  You can do this with your current income. Bring a list of your debts with balances and monthly payments (principal and interest only for mortgage) and during class develop your own debt elimination plan.  We will also look at some simple money management techniques that will help ensure you achieve your personal financial goals.  Finally, we will uncover numerous strategies for spending your money more efficiently.

Instructor:  Forest Wilson, CPCU, has been in the insurance business for over 20 years.

Date:                    October 29, 2008
Day:                      Wednesday
Time:                    6:15-9:30 pm
One session
Fee:                      $40.00
Location: College of Business room 206
Materials: Bring a pocket calculator.  Textbook available from instructor for $39.00

LONG TERM CARE INSURANCE

This class will help you understand medical spend-down, how to qualify for insurance benefits and the various types of long term care policies available.  Spouse-at-home rules will be covered as well as the Indiana Long-Term Care Partnership Plan, which provides asset protection and tax savings to the individual.  Sample policies from various companies will be discussed.

Instructor:  Gay Ann Weaver is a Certified Financial Planner TM with over ten years experience in the financial services industry.

Date:                    September 16, 2008
Day:                      Tuesday
Time:                    6:30-9:00 pm
One session
Fee:                      $35.00
Location: College of Business room 208

Download non-credit class registration form

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