Retirement, Inheritance and Estate Planning: Upcoming Lifelong Learning classes at KCC

A man and woman hold hands while listening to someone holding a clipboard.

Kellogg Community College’s Lifelong Learning Department offers classes and workshops across a variety of subject areas for personal enrichment, without the pressure of homework, tests or grades.

Below is a list of upcoming financial planning classes offered via KCC’s Lifelong Learning Department, including classes on retirement planning, inheritance planning, estate planning and more.

Please note: Unless otherwise noted, all classes will be held in the Lane-Thomas Building on KCC’s campus at 450 North Ave. in Battle Creek. All seminars and workshops are educational in nature; no financial products, services or insurances of any kind will be promoted in these classes.

Retirement Planning

This class is offered in three separate sessions:

  • Session 1: 9 a.m to noon Saturdays, Feb. 15 to Feb. 22, in Battle Creek ($49)
  • Session 2: 6 to 9 p.m. Mondays, Feb. 17 to Feb. 24,in Battle Creek ($49)
  • Session 3: 6 to 9 p.m. Wednesdays, Feb. 26 to March 4, in Hastings ($49)*

Whether you have just started your family, are thinking about retirement within the next five to 10 years, or are just meeting your monthly expenses, your future financial comfort depends on creating — and sticking to — a long-term money management strategy.

Recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans shows the need for sound financial strategies has never been greater. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this class can help you plan your future with confidence.

This class can teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class could deliver rewards throughout your lifetime.

NOTE: You may bring a guest at no additional charge; please provide the guest’s name when you register.

*Please note: Session 3 will be held at KCC’s Fehsenfeld Center campus, located at 2950 West M-179 in Hastings.

Inheritance Planning

6 to 8 p.m. Tuesday, March. 17
$25 (member), $35 (non-member)

An inheritance is intended to be a blessing, not a burden. Join us to learn how to avoid the pitfalls that can lead to family disharmony, distrust and anger. If you plan to leave an inheritance for your children and/or grandchildren, then you won’t want to miss this class.

NOTE: Your class fee includes bringing a guest if you’d like; please provide their name at registration.

Estate Planning & Trusts: What You Need to Know

6 to 8:30 p.m. Wednesday, April. 29
$25 (member), $35 (non-member)

Most people don’t like to think about dying, but it is something that everyone has to face. What will happen to the money you worked hard to save? Who will get your house, your car, or your jewelry?

Most people put off planning their estate, but putting off these decisions can cost your heirs considerable money and anguish. In order to ensure that your wishes about who should get what are heeded and that costs and inconveniences of probate and estate taxes are avoided after your death, it is critical to do estate planning now.

This workshop will help you understand the types of estate planning moves that are most likely to be helpful for many people. Proper estate planning takes a relatively short time and will give you and your heirs tremendous peace of mind. With estate planning, you can make sure your medical and business decisions can be made by someone you trust if incapacity strikes — without court interference and with as little disruption as possible to your loved ones.

Join a local estate planning attorney as you learn the most important aspects of this often daunting topic.

NOTE: Your class fee includes bringing a guest if you’d like; please provide their name at registration.

Retirement Strategies to Plan for 100

6 to 8 p.m. Wednesday, May 13
$25 (member), $35 (non-member)

Will you live to 100? While living a long life was once relegated to a lucky few, today it’s increasingly becoming the norm, thanks to medical advances and healthier lifestyles. As you think about your future and plan for retirement, it’s important to recognize that life expectancy is a midpoint, not an endpoint.

In this class we’ll examine a variety of ways to make your money last throughout your entire retirement, along with the five risks associated with retirement: longevity, health care, retirement planning, estate planning and investment planning.

NOTE: Your class fee includes bringing a guest if you’d like; please provide their name at registration.

Estate Planning for Now … and for Later

10 a.m. to noon Monday, May 18
$19 (member), $25 (non-member)

Everyone wants to know, “Who will take care of my personal business when I can’t do it myself anymore?” and “What happens to my stuff when I pass away?” Learn the answers to these questions, as well as others you may not have considered yet.

If you don’t have the proper paperwork in place before getting ill or injured, things may not go smoothly when it becomes necessary for someone else to take care of you (or your belongings) the way you would want them to.


Registration for the above classes can be completed entirely online by clicking through the appropriate link in the class list above or via the links at Registration can also be completed:

  • By phone by calling KCC’s Lifelong Learning Department at 269-965-4134 and registering with a credit or debit card
  • In person at the Lifelong Learning office in room 305 of the Lane Thomas Building on KCC’s North Avenue campus in Battle Creek

For more information about this or other KCC Lifelong Learning classes and events, email or call 269-965-4134.