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$30.00

Archived

Common Sense Eldercare Finances

Instructor: Chet Day

Fridays •  9/20-11/8 • 1:00-3:00 PM • 8 classes

Class size 3 to 16 students
14 seats remaining
Location: Jewett 185

During our lives we make 4 major financial investment decisions: 1) Our education after high school, 2) A house, 3) The education of our children, and 4) Eldercare. Any surplus passes to our heirs!
What can one do to maximize her/his estate? This workshop will address that issue.

Topics:

  1. Have fun with numbers: do Time Value of Money (TVM) in your head.
  2. Use 4th grade arithmetic to predict investment results.
  3. Explore the late Jack Bogle’s index fund investing.
  4. “Earmark” assets for eldercare to be independent of family support.
  5. Visit eldercare facilities. Classroom

Chet Day has degrees in math, physics, EE/computer science, and business admin. He retired in 1995 from computer communications research for Bell System. Chet is on the UMASC Arts and Presentations Committee and volunteers for UMASC/UMA College of Arts & Sciences Concert Series. He and Deena have 4 grandchildren.