| Jan 9 |
Estate Planning |
| February 13 |
Income taxes - Find out how the 2001 tax law affects your financial planning and tax strategies. Also discussing new supplemental tax credit for IRA contributions. |
| March 13 |
The Financial Checkup Workshop. Bring filled out forms from TFC to the workshop. Family Finance students will work with individuals to answer questions. $5 donation for scholarship fund suggested. |
| April 10 |
Money Market Funds - everyone needs one. Come to find out what they are and what are the benefits? |
| May 8 |
Last Chance Financial Planning for Baby Boomers. Are you behind in your retirement savings plan? This participatory workshop is for you. |
| June 12 |
Kids and Money: How to teach your children prudent money management skills |
| July 10 |
Long Term Care Issues. Dr. Barbara Rowe, Extension Family Resource Management Specialist will be speaking on Planning for long term care. Should you buy LTC insurance? What are the options? |
| August 14 |
Allocating your retirement plan contributions. Unsure if your selections are appropriate? Come to this workshop for advice on allocating contributions to your plan. Bring a description of your plan options. |
| September 11 |
Investing for College. Overview of tax saving strategies for investing for a child's or grandchild's education. Should you invest in Utah's Education Savings Plan (529) or a Coverdale Education Savings Plan (formerly called the education IRA?) |
| October 9 |
Investing on a Shoestring: How to find money to invest and get started today to take advantage of the time value of money. Based on workshop developed by Barbara O'Neil. |
| November 13 |
Simplifying life and surviving the holidays. |
| December |
No program. Relax and implement strategies form November's program. |
