FINANCIAL FITNESS CLASSES |
The City of Surprise, in partnership with Credit Union West and various other financial institutions will continue to offer financial fitness courses free to Surprise residents and employees. These classes have been very popular, and all attendees have made positive comments concerning content and usefulness. Watch on the city website, www.surpriseaz.com for upcoming course offerings and dates. To register for the Financial Fitness classes, please contact Ruby Sitea at 623-222-3242.
The upcoming Financial Fitness Classes will be facilitated by SOFA, The Society for Financial Awareness, A Non-Profit Educational Speaker’s Bureau. All sessions will be held from 6:30 to 8:00 p.m. in room N1-150 of City Hall, 16000 N. Civic Center Plaza, Surprise. |
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| Tax Planning - January 13, 2010 |
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• Tax planning vs. tax preparation
• Formula for determining one’s tax liability
• Current tax law changes
• Most common tax mistakes made by most people
• The impact of taxes on investments and qualified plan distributions
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| Home Financing - February 10, 2010 |
• Pre-Qualification vs. Pre-Approval
• Loan process
• Banker vs. Broker
• Good faith estimate closing costs
• Mortgage myths
• Tips every buyer must know |
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| College Planning - March 10, 2010 |
• How to address the high cost of college
• The new Educational IRA
• Maximizing financial aid
• Investment alternatives
• Developing a college investment plan |
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