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Workforce Development & Continuing Education

Personal Finance Courses
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Lifelong Learning  Class Schedule How to Register

Lifelong Learning Personal Finance Courses

Lifelong Learning courses are designed primarily for students age 50 and over. Not all listed courses are offered each semester. See schedule of Lifelong Learning classes to find current schedules, location, dates, and costs.

Health Care Insurance for Retirement, ILL601 – Hours: 6

This course will address the major components of retiree health care: Medicare, Medicare Advantage Plans, and Long-Term Care. Health care costs typically rise at twice the inflation rate, so the Course will also address ways to fund this expense through tax-advantaged plans. You will determine the cost of supplemental coverage, evaluate your ability to pay for health care not covered by federal or state programs, and be able to project your health care expenses. The target audience for this course is those who are newly retired and those who plan to retire within 10 years. Tuition waiver applies; seniors pay fee only.

Retirement Distribution Strategies for Persons with High Net Worth, ILL161 – Hours: 6

Individuals can lose up to 55 percent of their net worth to taxes and death. Worse yet, individuals with large Qualified Plan/IRA assets can lose up to 72 percent of their plan to taxation. Learn how to protect your assets from taxation using informed decisions to create your retirement plan. Tuition waiver applies; seniors pay fee only.

Wills and Estates, ILL065 – Hours: 8

Learn about wills, trusts, powers of attorney (including Maryland’s brand new statutory power of attorney), and health care directives, as well as how Maryland probate really works. Topics also include the use of revocable living trusts, the pros and cons of joint ownership, the right way to make and receive gifts, and the impact of the Federal estate tax and Maryland’s two separate death taxes on your estate. Tuition waiver applies; seniors pay fee only.

Income Solutions—I Need More Money, ILL512 – Hours: 5

Transitioning from years of wealth accumulation to income generation in retirement can be very challenging. Pre-retirees and retirees will learn the best ways to keep more money in their pockets while keeping risks under control. Participants learn how different investments generate income, the potential benefits and risks of each type of investment, various ways to manage risks, and the advantages/disadvantages of four different income generating strategies. Tuition waiver applies; seniors pay fee only.

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  • Rockville, MD 20850

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Montgomery County, MD


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