Course Catalog Fall 2017– Finances & Real Estate

Finance & Real Estate

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Home Renovation Seminar - FREE!

Would you love to renovate or update your current home? Or would you love to buy a different home and renovate it so that it meets your special preferences? Do you think this is not something you can afford? Well, maybe you will want to think again.

Join us on Wednesday, October 4, 2017 at 6:00 PM for a FREE informative seminar from real estate and mortgage experts covering special loans for use with home renovations. This seminar will be of interest to homebuyers who...

  • Want to perform renovations or updates buy lack the required cash to fund the project
  • Wish to roll home renovation costs into the same loan used for the purchase
  • Need to modify a home so that it better accommodates their unique needs
  • Are considering a property that requires extensive appraisal repairs
  • Have found a property that is "nearly" perfect but would be ideal with a few changes

What's more, current home owners who are considering a major renovation project can benefit frm the same programs when they refinance their homes.

If you or someone you know would benefit from a more thorough discussion of renovatin loans, including how they work and their limitations, please RSVP by calling 757-220-9975 (leave a message if I'm not in!) OR email me at:

Suzanne@WilliamsburgLearningTree.org.

Give us your first and last name, the number of people in your party who will be attending, and your telephone number just in case something should come up prior to the event. (Your telephone number will NOT be used for marketing purposes.)

No obligation, not sales pitches, no pressure - just important information for those of you who are thinking about how nice it would be to renovate!

Date: Wednesday, October 4, 2017

Time: 6:00 PM - 7:00 PM

Location: Williamsburg Unitarian Universalists campus, 3051 Ironbound Road, Williamsburg, VA

CALL OR EMAIL TO REGISTER


How to Downsize With Style (#82)

The art of interior design with your flair and Chris Chura's expertise - Stylish, Sophisticated, Livable. Are you thinking of moving to a active over-55 community or apartment? Or have you already made the move to a smaller space? Chris will share tips, hints and proven methods on how you can live with less and keep your unique style in your new home!

Chris Chura is a Masters graduate from The George Washington University in Interior Design. She is a member of the Interior Design Society and the owner of Chura Custom Interiors in Williamsburg, bringing stylish, sophisticated, livable interior designs to Williamsburg since 2000. See more about her and her expertise at www.ChuraDesigns.com.

Cost: $25

Sessions for this class: 1

Date/Time: Wednesday, October 18, 2017, 6:30 PM - 8:00 PM

Location: Williamsburg Unitarian Universalists campus, 3051 Ironbound Road, Williamsburg, VA

Please provide your phone number in case the class is moved or cancelled. We will never sell or use this number for sales calls.

You don't need a PayPal account to pay here – just “Add to Cart” for a secure, one-time transaction!


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Investing Straight Talk (#105)

There are 4 ways you can use money: 1) spend, 2) save, 3) donate, 4) invest. Investing is simply getting your money to work for you in order to preserve wealth, grow wealth, or provide income. Come learn the basics of stocks, bonds, and mutual funds. We will explain these concepts in "plain English" and show you how to use these investments with your specific goals and time frame in mind.

Alison Foley is a Financial Advisor with Davenport & Company. She helps individuals and small business owners create and execute financial plans tailored to their particular needs. When not at work, Alison is actively involved with the Junior League of Hampton Roads. She lives in Williamsburg with her husband, Jake, and their two children.

Sessions for this class: 1

Cost: $15.00

Date/Time: Tuesday, October 10, 2017, 6:00 p.m. - 7:30 p.m.

Location: Offices of Davenport & Company
5400 Discovery Park Blvd., Suite 301
Williamsburg, VA

Please provide your phone number in case the class is moved or cancelled. We will never sell or use this number for sales calls.

You don't need a PayPal account to pay here – just “Add to Cart” for a secure, one-time transaction!


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Medicare 101 (#56)

Medicare Basics for those of you who are new to Medicare, who are Caregivers, or you're just looking for a refresher on your benefits. We will review Medicare, Medicare Supplemental Plans (Medigap), Medicare Advantage plans, Medicare Part D plans, and using Medicare's Plan Finder.

You may choose to attend either the morning class at 10:00 AM at Parker View Apartments or the evening class at 6:00 PM at the Williamsburg Landing.

Ruthe & Bill Sherman are certified counselors with the Virginia Insurance & Counseling & Assistance Program (VICAP)

Cost: $15.00

Sessions for this class: 1

Date: Monday October 23, 2017

Time/Location:
MORNING CLASS - 10:00 AM - 12 noon, Parker View Apartments, 100 Parker View Court, Williamsburg, VA (on Ironbound Road across from New Town)

EVENING CLASS - 6:00 PM - 8:00 PM, Williamsburg Landing, 5700 Williamsburg Landing Drive, Williamsburg, VA

Please provide your phone number in case the class is moved or cancelled. We will never sell or use this number for sales calls.

You don't need a PayPal account to pay here – just “Add to Cart” for a secure, one-time transaction! (Or just give us a call at 757-220-9975 instead, and we can sign you up over the phone.)


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Retirement: Making Your Money Last (#38)

What matters most to you? What type of lifestyle do you want in retirement? Once you have a picture of retirement, you need a strategy designed to help make it happen. I can help.

Join me for my presentation, Retirement: Making Your Money Last. During this event, we will discuss strategies designed to help you work toward fulfilling your retirement expectations, focusing on providing not only for your income needs, but also well into the future. We also will explore how to address such key concerns as inflation, health care expenses, market volatility, and ways to prepare in advance for things that may not go as expected.

Antonija Simpson is a Financial Advisor with Edward Jones. She and her husband, Bob, live in Williamsburg with their German Shepherds, Luna and Baloo.

Sessions for this course: 1

Cost: $15.00

Date: Tuesday, October 17, 2017

Time: 6:00 p.m. - 8:00 p.m.

Location: Offices of Edward Jones
5388 Discovery Park Blvd., Suite 130B
Williamsburg, VA (New Town)

Please provide your phone number in case the class is moved or cancelled. We will never sell or use this number for sales calls.

You don't need a PayPal account to pay here – just “Add to Cart” for a secure, one-time transaction! (Or just give us a call at 757-220-9975 instead, and we can sign you up over the phone.)


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Social Security: Your Questions Answered (#37)

Social Security will likely be the foundation of your retirement income. That's why it is so important to understand your options and the effect your decisions have on your retirement before you retire. Please join me for my presentation - Social Security: Your Questions Answered.

During this seminar, we will examine...

  • How Social Security fits into your retirement income plan
  • When you should start taking benefits
  • How taxes  may affect your benefits.

Instructor: Antonija Simpson is a Financial Advisor with Edward Jones. She and her husband, Bob, live in Williamsburg.

Sessions for this class: 1

Cost: $15.00

Date/Time: Thursday, October 12, 6:00 p.m. - 8:00 p.m.

Location: Offices of Edward Jones,
5388 Discovery Park Blvd., Suite 130B,
Williamsburg, VA (New Town)

Please provide your phone number in case the class is moved or cancelled. We will never sell or use this number for sales calls.

You don't need a PayPal account to pay here – just “Add to Cart” for a secure, one-time transaction! (Or just give us a call at 757-220-9975 instead, and we can sign you up over the phone.)


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THERE WILL BE MORE COURSES COMING ALONG REGULARLY THROUGH THE FALL AND WINTER. SIGN UP FOR OUR EMAIL LIST AND WE’LL BE SURE YOU KNOW ABOUT THEM!