Personal Finance
To enroll in courses, you must first purchase an OLLI at KSU membership.
6 courses · 11 offerings
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Year End Tax Strategies for Estates, IRAs, 401ks, and Traditional Investments
In this informative class, students will learn strategies and techniques that may reduce or eliminate certain tax liabilities. Have you ever wondered what strategies you could use that some of the richest Americans have used for decades? Many of the strategies discussed include: How to reduce and eliminate taxes on Retirement Account Distributions How to reduce and eliminate Capital Gains taxes Take Required Minimum Distributions in the most tax-advantaged way Avoid Inheritance Tax-Traps with IRAs, 401ks and other Retirement Accounts How to pass assets generationally while minimizing taxes and providing asset protection Learn some of the most tax-favored ways to give money to charity and heirs How have wealthy Americans passed assets generationally TAX-FREE, even before ROTH IRAs were created This class will be interactive and high energy…which you need when discussing Taxes!
OfferingTuesdays Starts Tue, Nov 3, 2026 $49
- Meets
- Tuesdays
- Dates
- Nov 3, 2026
- Time
- 9:30 AM – 12:00 PM
- Sessions
- 1 session
- Price
- $49
- Where
- KSU Center, Kennesaw
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Retirement Income Planning and Social Security Strategies
The instructor will delve into both the history and the basics of Social Security to assist students in making important lifetime decisions. In this fast-paced class, students will learn the following: - History and basics of Social Security - Social Security income strategies for married couples - Taxation (and double Taxation) on Social Security - Penalties on your Social Security - Retirement Income Strategies with 401k’s and IRA’s - New Required Minimum Distribution Rules - The Secure Act - Tax-Free Retirement Income Strategies
4 offeringsWednesdays Starts Wed, Nov 18, 2026 $49
- Meets
- Wednesdays
- Dates
- Nov 18, 2026
- Time
- 9:30 AM – 12:00 PM
- Sessions
- 1 session
- Price
- $49
- Where
- KSU Center, Kennesaw
Thursdays Starts Thu, Nov 19, 2026 $49
- Meets
- Thursdays
- Dates
- Nov 19, 2026
- Time
- 4:30 PM – 7:00 PM
- Sessions
- 1 session
- Price
- $49
- Where
- KSU Center, Kennesaw
Thursdays Starts Thu, Jan 28, 2027 $49
- Meets
- Thursdays
- Dates
- Jan 28, 2027
- Time
- 9:30 AM – 12:00 PM
- Sessions
- 1 session
- Price
- $49
- Where
- KSU Center, Kennesaw
Wednesdays Starts Wed, Feb 10, 2027 $49
- Meets
- Wednesdays
- Dates
- Feb 10, 2027
- Time
- 5:30 PM – 8:00 PM
- Sessions
- 1 session
- Price
- $49
- Where
- KSU Center, Kennesaw
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Retirement Planning Essentials for Ages 55+
Prepare for retirement with greater clarity and confidence in this practical 4-week educational course designed for ages 55+. Learn how taxes, income planning, Social Security, investments, Medicare/IRMAA, Roth strategies, charitable giving, and estate planning work together. Designed to help you understand tax-efficient planning considerations, align estate planning and financial objectives, and potentially reduce the risk of running out of money; this course empowers you to make informed retirement decisions. Reserve your seat and gain the knowledge to retire with confidence.
OfferingTuesdays Starts Tue, Jan 19, 2027 $79
- Meets
- Tuesdays
- Dates
- Jan 19 – Feb 9, 2027
- Time
- 9:30 AM – 11:00 AM
- Sessions
- 4 sessions
- Price
- $79
- Where
- KSU Center, Kennesaw
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Medicare 101 - Navigating the Medicare Maze
Medicare Plans can be confusing! Join us so that you can better plan your benefits strategy – or –help you guide your parents in their choices. Learn the many facets and particulars of Medicare. Gain a foundation of Medicare Part A, B, C (Medicare Advantage) and D (Prescription Drug Plan) and Medicare Supplement plans. Learn what factors to include in choosing the right plan. We discuss Pros and Cons of the growing trend of working past age 65 at your employer but leaving employer benefits plan to enroll in Medicare plan to save money on premiums.
2 offeringsSaturdays Starts Sat, Jan 23, 2027 $39
- Meets
- Saturdays
- Dates
- Jan 23, 2027
- Time
- 10:00 AM – 11:30 AM
- Sessions
- 1 session
- Price
- $39
- Where
- KSU Center, Kennesaw
Saturdays Starts Sat, Apr 24, 2027 $39
- Meets
- Saturdays
- Dates
- Apr 24, 2027
- Time
- 10:00 AM – 11:30 AM
- Sessions
- 1 session
- Price
- $39
- Where
- KSU Center, Kennesaw
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Death and Taxes
Two things are certain: death and taxes. This two-part class will help students learn how to stay in control, have their wishes carried out, and learn legal ways that may allow you to pay less tax. Covered Topics: Estate Planning documents essentials, IRA, Insurance, and Annuity beneficiary planning, Simplifying Probate and Estate administration, New Tax Law = New Tax Opportunities for retirees, Charitable Giving strategies, Income and Tax Benefits, Tax-Free and Tax-Advantaged Strategies for Retirees and ROTH in Retirement.
2 offeringsMondays Starts Mon, Feb 22, 2027 $49
- Meets
- Mondays
- Dates
- Feb 22 – Mar 1, 2027
- Time
- 1:00 PM – 3:00 PM
- Sessions
- 2 sessions
- Price
- $49
- Where
- KSU Center, Kennesaw
Tuesdays Starts Tue, Apr 20, 2027 $49
- Meets
- Tuesdays
- Dates
- Apr 20 – Apr 27, 2027
- Time
- 10:00 AM – 12:00 PM
- Sessions
- 2 sessions
- Price
- $49
- Where
- KSU Center, Kennesaw
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Retirement, Tax and Estate Planning
An active and engaging class for individuals within 5 years of retirement or who have retired within the last 3 years. This class will focus on information needed to make important and lasting decisions for living your best financial life in retirement, including decisions on making the right pension choice, Social Security, and maximizing retirement income, 401k advantages and disadvantages, need for updating Estate Planning documents, how to keep your financial affairs private and avoid Probate, Asset protection, and more...
OfferingTuesdays Starts Tue, Mar 16, 2027 $59
- Meets
- Tuesdays
- Dates
- Mar 16 – Mar 30, 2027
- Time
- 10:00 AM – 12:00 PM
- Sessions
- 3 sessions
- Price
- $59
- Where
- KSU Center, Kennesaw
New Personal Finance courses are being scheduled. Please check back later, or browse all OLLI courses.
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