Personal Finance
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5 courses · 6 offerings
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Retirement, Tax and Estate Planning
A three-part foundational series on the financial aspects of retirement, including: Pay Less Tax Planning, Estate Planning, and Retirement Income and Portfolio Planning. This will be an active and engaging class designed for individuals within 3 years of retirement or who have recently retired. The course will provide current information needed to make important and lasting decisions to help students live their best financial life in retirement. Students will receive handouts, worksheets, and more.
OfferingWednesdays Starts Wed, Sep 2, 2026 $59
- Meets
- Wednesdays
- Dates
- Sep 2 – Sep 16, 2026
- Time
- 10:00 AM – 12:00 PM
- Sessions
- 3 sessions
- Price
- $59
- 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 and have their wishes carried out, and learn legal ways to pay less tax. Students will receive handouts and a workbook. Covered Topics: Estate planning essentials: wills, powers of attorney, and trusts IRA, Insurance, and Annuity beneficiary planning (Tax Timebomb if done wrong) 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 ROTH in Retirement: Is it too late for something great?
OfferingTuesdays Starts Tue, Oct 6, 2026 $49
- Meets
- Tuesdays
- Dates
- Oct 6 – Oct 13, 2026
- Time
- 10:00 AM – 12:00 PM
- Sessions
- 2 sessions
- Price
- $49
- 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.
OfferingSaturdays Starts Sat, Oct 10, 2026 $39
- Meets
- Saturdays
- Dates
- Oct 10, 2026
- Time
- 10:00 AM – 11:30 AM
- Sessions
- 1 session
- Price
- $39
- Where
- KSU Center, Kennesaw
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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
2 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
New Personal Finance courses are being scheduled. Please check back later, or browse all OLLI courses.
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