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Show Me the Money:
Grant Seeking for
Nonprofits
Do you want to learn the basics of
grantsmanship for nonprofits and what makes a successful grant writer? Learn how to assess "fundability" and map strategies; apply principles of prospect research; and write winning grant proposals. You'll take away key resources as well as samples of successful Letters of Inquiry and Full Proposals in a
number of fields, to make you a more effective fundraiser.
Instructor: Founder & Principal of Edry & Associates(www.edryandassociates.com) Aria Edry brings to her clients over 25 years of successful management and fundraising experience. She has directed development for nonprofits providing arts, cultural and educational services in New York City and Greater Los Angeles. Aria founded and directed The Women's Yellow Pages Project which had such impact on women's lives that it earned a Letter of Commendation from the White House. Aria is also an award-winning choreographer and performing artist, and dressage equestrian. She currently serves on a number of nonprofit boards, and is active with the Santa Barbara/Ventura chapter of the Association of Fundraising Professionals. ()
Saturday, Oct 16, 2010
9:30am-12:30pm
Conejo Valley Adult School
Room 7
Cost: $35 plus a $10 materials fee payable to instructor
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Women & Investing
Investing is not just a “man’s job”. Most women will end up managing their own finances at some point in their lives. We will discuss how to determine your net worth, track your money, set financial goals and how to address retirement issues, wealth management and estate planning.
Instructor: Rich Frank is a supervisor with Independent Capital Management and a registered representative with Sagapoint Financial, Inc. He works with individuals and small businesses to develop and implement retirement, savings, estate planning and insurance programs.
Wednesday, Oct 20, 2010
1:00-3:00am
Conejo Valley Adult School
Room 8
Cost: $25
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Wills & Living Trusts
Protect yourself and your family from the horrors of probate and from paying sky-high estate taxes. This seminar will explain the use and interaction of essential estate planning documents, such as a personal will and revocable living trust and a durable power of attorney. Discussion will also include providing a plan for passing family assets while avoiding probate and excessive estate taxes. Other topics to be covered include community property laws, taking title to real estate, conservatorship, marital deductions, and the federal unified tax credit.
Instructor: R.M. Frost is an area attorney specializing in estate planning.
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Wednesday, Oct 27, 2010
6:00-8:30pm
Conejo Valley Adult School
Room 5
Cost: $30 plus a $5 materials fee payable
to instructor
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Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income
After being told for years that social security to “going broke”, baby boomers are realizing that it will soon be their turn to collect. But the decisions students make now can have a tremendous impact on the total amount of benefits received over a lifetime. Class will discuss the nuts and bolts of social security and strategies to maximize benefits.
Instructor: Hoby Pearce is a Certified Financial Planner in Ventura County with over a decade of experience.
Thursday, Sept 16, 2010
6:30-9:00pm
Alliance Advisory and Securities, Inc.
3390 Auto Mall Dr
Westlake Village, CA 91362
Cost: $30 plus a $5 materials fee payable
to instructor
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Stock Market Boot Camp
Is the stock market volatility driving you crazy? Don’t let the daily swings in the markets affect your long term strategy! You can learn ways to protect your portfolio and retirement savings. Students will practice buying and selling investments, watch averages, and anticipate short and long-term buying cycles. Other topics include:
• Reading the stock section in the newspaper
• Common vs. preferred stocks
• Is now the time for bonds or commodities
• Slow growth vs. fast growth
• How to select a stock broker
• Reducing transaction costs
Instructor: Bradley Newman is Vice President with Duncan-Newman Associates at Merrill Lynch.
3 Wednesdays
Sept 15 – Sept 29, 2010
6:00-8:00pm
2851 Townsgate Road, #300
(next to Westlake Hyatt)
Westlake Village
Cost: $55
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Passport to Retirement: Financial Strategies for a Successful Retirement |
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Invest a few hours of your time and prepare for one of the biggest transitions of your life: retirement. Workers' confidence in being able
to afford a comfortable retirement is down to its lowest level since 1993 and economic conditions have forced many people to delay their planned retirement dates. The sooner you become educated about retirement planning,
the more prepared you will be to make
informed financial decisions and build the wealth you will need. This course is designed to help you set realistic goals and objectives, calculate how much you will need to save, invest for the future, overcome roadblocks that impede progress, help protect your assets,
and more.
Instructor: John Nielsen, MBA, is a Certified Financial Planner™ practicing in the Conejo Valley since 1984. He is president of Retirement Planning Associates, Inc. and a registered
Participal of Financial Network.
3 Wednesdays
Oct 13, 27, Nov 3, 2010
6:30 - 9:00pm
California Lutheran University
Lundring Events Center Conference Room
60 W. Olsen Rd., Thousand Oaks
Cost: $65 plus a $23 materials fee payable to instructor for course workbook
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