Seminars

This course introduces concepts and practices that help you make the most of your retirement assets. Learn how to size up your current situation and sources of income. Explore alternative distribution methods, understand distribution rules, how to develop an investment strategy and prepare for the unexpected. Make the most of retirement income stress. The registration fee includes a workbook.

To register please contact the Santa Fe Community College at 505-428-1676.

College Planning can be an anxious and overwhelming process for parents, and the consequences of poor planning can leave children and families saddled with debt. Paying for college isnt as scary as tuition rates would lead you to belive. With some know-how, you can slash the price tag of sending your child to college. Learn strategies to make paying for college more affordable. 

To register please contact the Santa Fe Community College at 505-428-1676.

Understand the Tax Cuts and Jobs Act of 2017 to make better planning decisions. Discuss how this law affects you, your family and your business and whether these changes will increase or decrease your future tax obligations. Discuss how to benefit from the new law and what changes you should consider making now and in the future. Learn about retirement tax strategies affected by the law.

To register please contact the Santa Fe Community College at 505-428-1676.

This informative class covers the basics of Social Security and reveals strategies for maximizing your benefits. Learn when to apply for benefits, when it makes sense to delay benefits, how to estimate your benefits, how to minimize taxes on Social Security benefits, how to coordinate Social Security with your other sources of retirement income and other tips. Review different scenarios of when to choose to take Social Security payments along with a discussion on Medicare Part A, B, C and D options.​​​​​​​

To register please contact the Santa Fe Community College at 505-428-1676.

The decisions you make today can have a tremendous impact on the total benefits you receive over your lifetime.  Learn the basics and the not-so-basics, including:

• Strategies to maximize benefits
• When to apply and when it makes sense to delay
• How to coordinate Social Security with other retirement income

*To register please contact the Santa Fe Community College at 505-428-1676.

Fortunately, paying for college doesn’t have to be as scary as tuition rates and student loan statistics make it seem. You’ll learn:

• How to find great schools that offer the most aid
• Where college money comes from and how you can find it
• How parent and child savings affect financial aid
• How to compare the return-on-investments of a degree from different colleges

All students will have an opportunity to discuss their college plans in class or privately with the instructor.

To register please contact the Santa Fe Community College at 505-428-1676.

You’ve paid into Medicare your entire career. Learn how to take full advantage of your benefits, and:

• How Medicare works with private insurance to provide comprehensive coverage
• Medicare Parts A, B, C, and D, and available options
• Pros and cons of Medicare Supplement and Medicare Advantage plans

To register please contact the Santa Fe Community College at 505-428-1676.

You’ve worked hard and saved for retirement. Now what? The decisions you make today can have an impact on your overall retirement plan. This class will cover:

• 7 IRA planning strategies and 6 rollover options
• The new IRA rules following SECURE Act (2019) and SECURE Act 2.0 (2023)
• How to coordinate IRA planning with your overall retirement, estate, tax, Social Security, and financial plans

To register please contact the Santa Fe Community College at 505-428-1676.

In retirement, your tax rate could vary widely depending on the timing and order in which you use different sources of money to pay for your living expenses. This class will teach you how to apply the tax code in an organized and efficient way to:

• Identify the types of taxes you’ll face at various stages of retirement
• Plan when to tap different accounts so you don’t overpay taxes
• Avoid the Social Security tax trap, additional Medicare premiums, and other unwanted tax surprises

To register please contact the Santa Fe Community College at 505-428-1676.

Fortunately, paying for college doesn’t have to be as scary as tuition rates and student loan statistics make it seem. You’ll learn:

• How to find great schools that offer the most aid
• Where college money comes from and how you can find it
• How parent and child savings affect financial aid
• How to compare the return-on-investments of a degree from different colleges

All students will have an opportunity to discuss their college plans in class or privately with the instructor.

To register please contact the Santa Fe Community College at 505-428-1676.

This course introduces concepts and practices to help you identify ways to generate revenue from your retirement assets. Topics covered include:

• How to evaluate your current situation and potential sources of income
• Distribution rules and alternatives, and distribution planning for different types of accounts
• Investing for income
• How to develop an investment strategy

To register please contact the Santa Fe Community College at 505-428-1676.

Just in time for Halloween, this class will allow you to face your cyberspace fears and take definite steps to protect yourself. Cybersecurity is a growing and ever-evolving discipline. Learn the top 10 identity theft threats and the actions you can take to stay safe. Create an action plan to improve your cybersecurity by following the checklist we’ll review in class.

To register please contact the Santa Fe Community College at 505-428-1676.

The decisions you make today can have a tremendous impact on the total benefits you receive over your lifetime.  This 4-hour course covers everything you need to make the most of your Social Security and Medicare benefits.  Learn:

• When to apply and when it makes sense to delay
• How to coordinate Social Security with other retirement income
• Medicare Parts A, B, C, and D, and available options
• Advantages and disadvantages of Medicare Supplement (Medigap) and Medicare Advantage plans
• Strategies to maximize benefits of both programs

To register please contact the Santa Fe Community College at 505-428-1676.