MyBrookdale

Financial & Legal

financial-planning


STOCK MARKET BOOT CAMP SERIES

Stock Market Boot Camp

Explore basics for understanding the stock market to advanced strategies on how to select stocks and manage risk. Find out what information you need to increase the probability of making a successful investment. Learn how to read technical charts as well as how to review the fundamentals of a company. Investment strategies will be discussed, but no specific products will be offered.

Sat, Sep 29, 9:30 am-12:30 pm
Fee and Code: $39, XFING 073


Boot Camp – Next Steps

Expand your knowledge of the stock market. Review intermediate to advanced investment strategies combining fundamental and technical analysis (point and figure charting) and portfolio construction and risk management techniques. Learn the importance of sector and stock selection utilizing various technical tools including relative strength, momentum and trend. Students who attend this class should have basic knowledge of investing. Investment strategies will be discussed, but no specific products will be offered.

Sat, Oct 6, 9:30 am-12:30 pm
Fee and Code: $39, XFING 079


Advanced Boot Camp – Investing In Today ‘s Uncertain Market

Examine tactical portfolio management and tools for broadening your investment scope.  Topics include: ETF (Exchange Traded Funds), Options, Investing in Bear Markets, Defense Investing, and Investing for Yield. Explore the six major asset classes: Cash, Bonds, US Equities, International Equities, Currencies and Fixed Income. Learn how to incorporate these asset classes into your portfolio. Strategies discussed, no specific products will be offered.

Sat, Oct 13, 9:30 am-12:30 pm
Fee and Code: $39, XFING 083


Stock Market Series

Register for Complete Series at discounted rate:

Fee and Code: $99, XFING 090


Financial Courses

Understanding Medicare Care

Alfred Norton, licensed health insurance agent

Whether you are soon turning 65, or already a Medicare recipient, don’t miss this thorough review of Medicare program basics and the variety of ways to enroll in Medicare. Our discussion will outline Original Medicare (parts A&B),  Medicare Prescription Drug Plans (Part D), Medicare Advantage Plans (Part C with or without Medicare Part D) and, finally, Medigap Coverage (Supplemental) and how it interfaces with Original Medicare. We will evaluate Medicare entitlement, approximate costs and eligibility, together with outlining help/procedures for individuals with limited income or those receiving Social Security Disability. Information will also be provided regarding the major carriers in NJ for Medicare Part C, and Medigap Policies.

Sat, Oct 6, 9:30-11:30 am
Fee and Code: $39, XFING 070


Financial Strategies For Successful Retirement

Joseph P. Silvestri, CFP,ChFC,CLPC Creative Financial Group of New Jersey

Learn how time-tested financial principles can be applied to your financial situation. Many people know they need to improve their money management skills or start saving for retirement. But too many fail to take the steps to achieve their goals. This class is an important first step! Learn the strategies and skills you need to make better financial decisions to help you protect your family and your future, invest like a pro, create a vision for your retirement and understand the basics of estate planning. You’ll receive a workbook packed with information to build your own financial blueprint. Spouse/partner may attend for free.

Sec 1: Wed, Oct 10-24, 6:30-9 pm
Brookdale at Hazlet
Sec 2: Sat, Oct 13-27, 9:30 am-noon
Lincroft Main Campus
Fee and Code: $65, XFING 002


Savvy Social Security Planning

Joseph P. Silvestri, CFP,ChFC,CLPC Creative Financial Group of New Jersey

What Baby Boomers need to know to maximize retirement income. Join us to learn the rules of social security benefits, the factors to consider when applying, innovative strategies for coordinating benefits with your spouse and how to minimize taxes. The decisions you
make today have far reaching impact
on tomorrow!

Thurs, Nov 8, 6:30-8:30 pm
Fee and Code: $39, XFING 089


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