The City of Surprise and various other financial institutions will continue to offer financial fitness courses free to Surprise residents and employees. These classes have been very popular, and all attendees have made positive comments concerning content and usefulness.
Upcoming course offerings are posted on the city calendar.
For more information about the Financial Fitness classes, please contact Ruby Sitea at 623-222-3242 or ruby.sitea@surpriseaz.gov.
Past Class Offerings
Estate Planning Basics
What an estate plan is and who needs one
Strategies and concepts of estate planning
Pros and cons of the probate process
How the gift tax and generation skipping transfer tax works.
Tax Planning
Tax planning vs. tax preparation
Formula for determining one’s tax liability
Current tax law changes
Most common tax mistakes made by most people
The impact of taxes on investments and qualified plan distributions
Home Financing
Pre-Qualification vs. Pre-Approval
Loan process
Banker vs. Broker
Good faith estimate closing costs
Mortgage myths
Tips every buyer must know
College Planning
How to address the high cost of college
Maximizing financial aid
Investment alternatives
Developing a college investment plan
Wills & Trusts Workshop
The four main estate documents every individual should have