Personal Finance Courses

Fall 2017


Destination: Home Ownership

Navigate the home buying process with confidence and learn about financially secure home ownership. Learn steps to take and pitfalls to avoid to keep your home ownership dream sweet. Understand the total cost of home ownership and compute what is affordable for you. Find out what type of home loans are available. We'll also explain the meaning of common, but sometimes mysterious, mortgage vocabulary.

Fee: $21 Registration Fee: $8

DIS-550-C | 09/28/17-09/28/17 | M. McLean | Check WebAdvisor for course details and Register


Retirement Roadmap

Gain confidence in your retirement plan. You'll set financial goals for retirement, explore the various sources of income and how retirement can affect your expenses. You'll also learn key factors in decisions such as withdrawing from investment and retirement plans and when to take social security.

Fee: $21 Registration Fee: $8

DIS-553-E | 11/07/17-11/07/17 | M. McLean | Check WebAdvisor for course details and Register


Financial GPS Series

Through this series, participants will learn about financial well-being, and gain a better understanding of credit, eliminating debt, establishing financial goals, and saving and investing.

Fee: $66 Senior Adult Fee: $38 Materials Fee: $5 Registration Fee: $8

DIS-556-D | 10/03/17-10/24/17 | M. McLean | Check WebAdvisor for course details and Register


Finding Yourself Financially: Net Worth And Credit Score - 1st in Series

We'll explore two methods to understand where you are financially: Net Worth and Credit Score. Discover how to compute your net worth and what the results mean. Learn about credit scoring's impact on your purchases and how your score can be improved. We'll also cover identity theft--how you can prevent and resolve it.

Fee: $16 Materials Fee: $5 Registration Fee: $8

DIS-557-D | 10/03/17-10/03/17 | M. McLean | Check WebAdvisor for course details and Register


Your Money on the Move - 2nd in the Series

This class will get you and your money on the same track-moving towards your financial goals. We'll explore why and how to set financial goals. Then we'll develop a spending plan or budget that will help you achieve those goals. Budgeting tools of all types will be reviewed.

Fee: $16 Materials Fee: $5 Registration Fee: $8

DIS-558-D | 10/10/17-10/10/17 | M. McLean | Check WebAdvisor for course details and Register


Overcoming Financial Roadblocks - 3rd in the Series

Find solid tools and understand credit and debt. We'll explore the psychology behind our money habits. We'll discover the full costs of debt and how to pay it off. Multiple debt payoff methods and tools will be explained. We'll talk about using financial savvy to avoid negative deals and scams.

Fee: $16 Materials Fee: $5 Registration Fee: $8

DIS-559-D | 10/17/17-10/17/17 | M. McLean | Check WebAdvisor for course details and Register


The Road to Financial Security: Saving & Investing - Part 4th in the Series

Become a more knowledgeable and confident saver and investor-a key step to financial security. We'll explore multiple methods, strategies and key factors to consider. You'll learn financial principles such as the value of time in growing money and opportunity costs and use tools to calculate their impact.

Fee: $16 Materials Fee: $5 Registration Fee: $8

DIS-560-D | 10/24/17-10/24/17 | M. McLean | Check WebAdvisor for course details and Register


Money Matters for Millennials

So you've made it into college or recently graduated - congrats! Now you can build the life of your dreams, whether it involves traveling to far-flung places, starting your own business, raising a family in a house with a white picket fence, alleviating poverty and hunger around the world, retiring early, or all of the above. To reach your dreams, whatever they may be, you'll first need to master the realities of making and sticking with a budget, saving for major purchases, investing for the future, and building good credit. Don't let financial concerns derail your path to world domination... or, um... a lovely home with a white picket fence, two kids, and a dog. Register today to get practical tips and tools to make your money work for you, so you can 'adult' like a boss!

Fee: $41 Registration Fee: $8

DIS-579-C | 09/07/17-09/14/17 | M. McLean | Check WebAdvisor for course details and Register


Winter 2018


A Frugal Living Primer

Frugal living is about spending with your priorities in mind. Whether you need to reduce debt, want to travel, or just stress less about money, this course will provide you new ways to think about your resources, techniques for monitoring expenses, and plenty of tips for reducing unnecessary expenses.

Fee: $47 Registration Fee: $8

DIS-594-G | 01/23/18-02/13/18 | K. Barylski | Check WebAdvisor for course details and Register


Funding College: You Have Options

Is the excitement of your educational and career goals being overshadowed by the confusion and anxiety of student loans? Do you find yourself wondering if there are other options? Spend two evenings with Marjorie McLean, an Accredited Financial Counselor, and you'll better understand the total cost of furthering your education, common pitfalls to avoid, how your future career might impact your financial decisions today, and how to translate current loans into future repayments.

Fee: $51 Registration Fee: $8

DIS-601-H | 02/08/18-02/15/18 | M. McLean | Check WebAdvisor for course details and Register