Think Again personal finance instructor earns Five Star Professional recognition

David Koren, personal finance instructor in the School of Professional and Continuing Studies ‘Think Again’ program, has been named a 2012 Five Star Wealth Manager by the Five Star Professional research firm.

Five Star Professional conducts research to help consumers select a service professional. The Five Star award is presented to wealth managers, real estate agents, mortgage professionals and home/auto insurance professionals in more than 45 markets in the United States and Canada. The Five Star award goes to service professionals who provide quality services to their clients.

Koren is offering two courses during the fall 2012 semester.

Rejuvenate Your Retirement

This course provides retirees with easy-to-understand information on important lifestyle and financial issues often faced during retirement. This comprehensive course will help attendees plan fun and fulfilling activities to stay mentally, physically and socially active; calculate IRS-required minimum distributions from retirement plans; examine how investment returns are taxed; and plan for health care, long-term care, incapacity and end-of-life decisions.

Retirement Planning Today

This comprehensive, interactive course will benefit you if you are interested in getting the most out of your retirement. Attendees will learn how to create a plan to retire early, use the new tax laws to their advantage, ask the right questions when evaluating insurance coverage, select the retirement plan distribution choice that is right for them, use investment strategies to minimize risks and maximize returns, and plan retirement income strategies to preserve your standard of living.

Check schedules and register in the Think Again schedule of classes.