Course Catalog
Avoid Getting Hacked (Again!)
November 7, 14, 21
Instructor - Daniel Zagata
Have you become numb to the constant email scams, text messages, election day scams etc.? Our senses have been dulled to the constant attacks to steal, scam, and access our money and identity. However, whether it’s a full-on malware attack or a phishing scam that has caught you off guard, the result is often the same. In this course, we will bring to light the most recent scams that are being perpetrated against people to access their money. We will share some of the materials that are being shared in current day training to broker dealers, investment firms, and banks to prepare for breaches. We will use examples of real investigations to highlight current trends and how you may protect yourself. Remember, we must be diligent every time, but the criminals only have to be right once. Explore what you can do to stay safe in the online world.
Cyber Security & Your Money ..Here we go again!
October 8, 15, 22
Instructor - Daniel Zagata
Are you tired of talking about Cyber Security? Have you become numb to the constant email scams, text messages, election day scams etc.? Our senses have been dulled to the constant attacks to steal, scam, and access our money and identity. However, whether it’s a full-on malware attack or a phishing scam that has caught you off guard, the result is often the same. In this course we will bring to light the most recent scams that are being perpetrated against people to access their money. We will share some of the materials that are being shared in current day training to broker dealers, investment firms, and banks to prepare for breaches. We will use examples of real investigations to highlight current trends and how you may protect yourself. Remember, we must be diligent every time, but the criminals only have to be right once. Explore what you can do to stay safe in the world of cyber security
Election Day happened. Now what?
November 7, 14, 21
Voting has closed, but what do we know, think, believe? Everyone has an opinion, even if they shouldn’t, and everyone can predict the future, even though they’re always wrong. So let’s break down the myths of politics against the economy. What really happens following an election year to the markets, inflation, and growth? We will look at the current election and some past elections to analyze and eliminate the noise.
Keep Moving - Strides towards an Active Retirement
November 7, 14, 21
Instructor - Dr. Christina Risner
Our bodies were designed for movement and healthy movement requires a harmonious balance of mobility, stability and strength. Although life expectancy is growing, the number of years without morbidity is not. This course will take a deep dive into ensuring we are taking care of our body and minds to remain as active as possible. Dr. Christina Risner will show a variety of exercises to keep our body active and talk through how to boost cognitive function.
Money and Government-A Moderated Discussion Series
October 8, 15, 22
Ever get tired of your friends telling you what the government should do and why? Somehow, they have all the answers that only they can see with such clarity. Well…in this course we are going to dive into the gray and muddy areas of government policy and specifically how it relates to money and the economy. We will have moderated discussions on topics that highlight the difficulty of balancing economics, social wellbeing, and the factors that influence our points of view. This will be an exciting series of conversations in an open, but moderated, respectful environment.
Paris + The Olympics and Paralympics 2024
October 8, 15, 22
Instructor - Daniel Zagata
I have just returned! Re-live with me a journey of old and a journey of new. I love Paris as my second home, but this year I got to fulfill a bucket list item by attending the 2024 Olympics and Paralympics! I’ll take you through my journey (the good and bad) and give you a little taste of what the experience was like. I promise an authentic course, filled with shaky videos, blurry photos, and surprising moments! We will start from “How did you get tickets?” and end with the flight back to the US. Just maybe, this course will inspire you to take your own Olympic journey to Milan in 2026 for the Winter Games or to Los Angeles in 2028 for the Summer Games!
Strategies for Golden Tax Planning
November 7, 14, 21
They said these were the golden years… where’s the gold? In this course, we will discuss strategies to keep more of your hard earned money for the betterment of your family rather than shelling it out in taxes. We will cover basic tax planning strategies specific to you, including those related to retirement accounts, tax-efficient investing and gifting, charitable giving, and current tax updates. At the conclusion of this course, you will have much greater knowledge about how to better manage and reduce your taxes, and most likely walk away with some useful moves you can put into action right away.