Financial Classes

CCE of Steuben County offers a range of classes and workshops that can help you to manage your home finances effectively. Visit the links below to find out when these classes will next be offered.

Free Class to Help Make Ends Meet
Are you finding it a tight squeeze? Tell your money where to go instead of asking where it went! A fun, free, workshop to help you get control of your money. Learn about goal setting, budgeting tips and cash tracking.

Credit: Are you spending tomorrow’s dollars today? Let us help you get in control!
Let us help you get in control. We will blast the myth of the minimum payment, tell you when to use credit instead of cash, and show how credit card companies figure interest. You will learn how to understand the fine print, how to prioritize bills when money is tight and learn how your credit report impacts you.

Clear the Clutter…and simplify your life and finances!
Discover strategies to clear the clutter and simplify your life and finances! Are you feeling like you are drowning in clutter? Are you overwhelmed by the sheer volume of stuff? are you having trouble finding the item you need? Is clutter impacting your finances? This class can help!

Habitudes
We can help you find your money personality! See the hidden forces that are affecting your money choices. See how your family history guides your money. Start handling money with confidence. Transform your strengths and weaknesses into permanent wealth.

Who Gets Grandma’s Yellow Pie Plate?
Family members use many approaches when dividing emotionally valued assets. Explore the sensitivity of guiding the passing on of personal possessions in this workshop. We'll cover successful non-titled property transfer, initiate discussions about sensitive issues, help you decide what you want to accomplish, help determine what 'fair' means, identify special objects, share stories about the history of items, analyze distribution options and consequences and help manage conflicts.

Workshop Offers Financial Planning Tips for Busy People
Learn about the tools to help you stay on budget including websites and apps, basics for retirement plans (plan types and basic rules), investment basics (types and where to learn more), insurance basics (types and uses of life insurance, LTC, and Disability, creating a family financial plan, and hiring a financial advisor (what to ask). Planning notebook of materials is available for purchase.

The Great Debate: Wills versus Trusts!
Estate planning is more complicated than it has ever been. Often mistakes in a plan are not discovered until someone has passed. Unfortunately, then it's too late. This class looks at a Revocable Living Trust based estate plan that can protect you and secure your family's future. Find out the situations in which a Trust can have legal advantages over a Will. 

Free workshop offers Long Term Care Planning
Important facts everyone should know! Discover the four parts of Medicare and what is covered by each part. Learn about financial benefits that you may be eligible for if you (or your spouse) are a veteran. Discover the Medicaid eligibility rules surrounding long term care. Learn how to plan for your future long term care costs. Learn what Medicare covers, veteran options, Medicaid eligibility for a nursing home, long term care insurance and planning options for you and your family.

Estate Administration Survival Guide:What you need to know after the death of a loved one
The loss of a loved one is always difficult. If you are named as the Executor of the decedent's estate, your legal duties compound the difficulty and could leave you feeling lost. If you want to know what needs to be done after the death of a loved one, check out this informational class. You will learn about various types of estate administration and when each is use, discover the steps that occur in every estate administration, learn the three "T's" of estate administration (Taxes, Time, and Tolls) and discover what you can do now to make the process easier for your loved ones after you pass way.

Understanding retirement healthcare expenses… including Medicare
Social security is a key instrument in your retirement strategy. Come learn more about this important piece. Find out how to help maximize your Social Security retirement benefits to help you live the life you want in retirement.

Do you have the Five critical Estate planning Documents
…and five more you may want to consider?
Is your estate plan a comprehensive estate plan which includes all of the five critical documents? Do you know what could happen if you don't have one or more of these documents? Discover the five critical documents that should be a part of every estate plan. Learn what these documents do, why they are important and what happens if you don't have them. In addition you will discover five other documents that you may also want to consider.

Last updated January 6, 2016