Financial Workshops


Class Act is offering 8 workshops in a variety of areas to empower our members to be thrifty, shrewd, and smart with their finances. Whether you want tips on budgeting, buying a car, purchasing a home, or investing for retirement, we have a class designed for YOU! Food and beverages will be provided at each workshop, as well as a door prize and some Class Act swag. More details about individual classes are listed below. Click the link in the calendar to learn more!

All classes will take place at our main branch:

3620 Fern Valley Road, Louisville KY 40219

 

Flourishing in your Finances Calendar:

 

July 24th – Tuesday: 6:00 PM – 7:15 PM: RETIREMENT PLANNING – KTRS & Pensions – details

August 11th – Saturday: 10:00 AM – 11:00 AM: BUDGETING – $mart Cents – Save Your Future! – details

September 13th – Thursday: 6:00 PM – 7:15 PM: INSURANCE BASICS- Prepare, Protect & Save – details

October 9th – Tuesday: 6:00 PM – 7:00 PM: MAXIMIZE YOUR MEMBERSHIP – details


Financial Workshops - Flourishing in your Finances

Sign up for any and all classes that look appealing to you!

 

July 24th - Tuesday: 6:00 PM - 7:15 PM - RETIREMENT PLANNING - KTRS & Pensions

Presented by Foresters Financial

  • Current Pension Rules & How to Calculate
  • How to Maximize Pension
  • Newest Pension Reform Changes
  • Pension Withdrawal Options Explained
  • How to Compliment Your Pension with Supplemental Retirement Options
    • 403b
    • 401k
    • IRAs
  • Windfall Elimination Provision/Government Pension Offset
  • Details Regarding Pension Regulations & their Relation to Social Security
  • Important Ages & Considerations for Retirement Income Planning

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August 11th - Saturday: 10:00 AM - 11:00 AM - BUDGETING - $mart Cents - Save Your Future!
  • Creating a Spending Plan
  • Financial Goal Setting
  • Making Smart Financial Decisions
  • Benefits of Effective Budgeting
  • Cash Flow Steps & Analyzing Expenses
  • Spending Tracker Basics
  • Free Budgeting Tools

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September 13th - Thursday: 6:00 PM - 7:15 PM - INSURANCE BASICS - Prepare, Protect & Save
  • Learn About the Different Types of Insurances Offered to Class Act FCU Members
  • Types of Auto Insurance & Specifics Explained on Different Coverages
  • Homeowners Insurance & What It Covers – Includes Condominium Ownership & All Renters
  • Umbrella Insurance Explained
  • How Different Types of Life Insurances Work & Which One Is Right For You
  • Review of Mock Declarations Pages
  • Attendees Encouraged to Bring Their Own Declarations Pages for Comparison

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October 9th - Tuesday: 6:00 PM - 7:00 PM - MAXIMIZE YOUR MEMBERSHIP
  • Most Beneficial Checking Account Review – Could You Be Earning More?
  • Rewards Programs for Members
  • Ease of Using Billpay
  • Snap Deposit Explained
  • Express Line Convenience
  • Home Banking Demonstration
  • Mobile App Features & Benefits
  • Transferring Funds Made Easy
  • ATM Locators
  • Fifth Third Surcharge Free Atms

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