Scarsdale Adult School Catalog Fall/Winter 2024-25
Financial and Retirement Planning
How Money Works Learn more about personal finance.
Whether you are just starting out or looking to improve your financial skills, this program will provide information you need to make sound financial decisions. Topics include how to save money for short-term and long-term goals, how to invest your money wisely and avoid the high cost of waiting, the three “Ds” of investing, the Rule of 72, paying off debt and the effects of compounding (both good and bad!), the theory of decreasing responsibility, the power of tax-deferred saving, what is meant by the “time value of money,” important concepts and principles to protect your financial assets, why you need a financial plan, and why you should know your financial independence number. Attendees will have the opportunity to ask questions. JAMES FARNHAM , MBA, MS, has thirty years of experience in insurance and financial services, traveling widely as a professional speaker and author on those topics. Monday, September 16 • 6:00pm-8:00pm • Zoom • Course 12833 • $20 retirement income in order to make the most of your next egg and financial resources. Class will cover retirement income planning, investment fundamentals, tax-advantaged investing, and investment strategies for retirees. Learn to assess and set realistic financial and lifestyle goals, build a diversified portfolio while managing market volatility, maximize returns while minimizing taxes, and construct a well-balanced retirement portfolio that aligns with their financial objectives and risk tolerance. JAMES FARNHAM (see bio for “How Money Works”). Wednesday, October 23 • 6:00pm-8:00pm • Zoom • Course 12834 • $20 Investing at Retirement Learn about investment strategies for
www.ScarsdaleAdultSchool.org • (914) 723-2325
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