Finances (CE)
Personal Finance & Retirement Workshops
Enjoy spending time with those who want to change their financial life. These classes work together as you learn how to transform your family to become financially secure and help provide for others. You won't be disappointed!
Workshops Taught by Trason Henderson
Mastering Wealth: A Guide to Budgeting Strategies, Insurance Tactics, and Smart Investments
This is not your ordinary class about money. We will teach proven principles to help you budget, become debt-free, and become financially secure. We will answer questions and tell stories to provide the knowledge you need to win financially.
Nurturing Wealth: Easy Investment Tips, IRA's, 401K's, and Saving for your Children's Bright Future
When will you retire? How to retire with dignity is on many people's minds. There are so many ways to invest. Which is right for you? In this course, Trason will teach how to take control of your retirement. Learn ways to invest, gain tax benefits, and receive Social Security information.
Kids and Cash: A Parent's Handbook to Understanding Financial Basics and the Power of 529 Plans
Do you want to raise money-smart kids? Then this interactive class is for you. Parents will learn simple truths that kids grasp from their behaviors and habits. These are simple-to-grasp concepts that can change your children's future. Trason will cover:
- Allowance vs. Commission
- Budget Basics
- Kids and Business
- Investing
- Giving
Course Instructors
Trason Henderson graduated from Bridgerland Technical College in 2019. Since then, Trason has found a passion for educating others about money and enjoys spending time with those who want to change their financial life. These classes work together as you learn how to transform your family to become financially secure and help provide for others. You won't be disappointed!
Workshops Taught by Austin Beard
Taxes in Retirement
This class will cover different planning strategies that help reduce taxes. It will also discuss the taxation of different retirement account types, how income tax brackets could change, current tax law versus proposed tax law, and whether Roth conversions could make sense for you.
Estate Tax Planning
This class will help individuals understand how to protect and structure their wealth to plan for now and for future generations—helping people understand the value of trusts, wills, powers of attorney, and healthcare directives. How does one avoid probate?
Social Security
This class will help answer common Social Security questions: How does Social Security work? How do I know when to draw Social Security? Should I draw my benefit early or later when I am at full retirement age? Will Social Security run out? Plus other tips and tricks to consider before starting Social Security.
Austin Beard holds an M.Acc., Accounting and a B.A., Accounting from Utah State University. He also actively
holds the designation as a Certified Financial Planner™.
He currently works in the financial advising industry for a fee-only firm. He focuses on helping people meet their personal financial goals through strategic financial planning and investing. Before working in the finance realm, he helped with tax preparation and planning at a CPA firm.
Austin is married to Jordan Beard and has one daughter, with another child on the way. He enjoys going to sports activities and being with his family!
Cancellation & Refund Policy
Individuals are responsible for canceling their registration should they not be able to attend. Refunds will not be issued for non-attendance. Cancellations received before the first day of class will receive a 100% refund. No refunds will be given on or after the first day of class.
About the Class
Registration
| Class Date | Registration Code (phone registration) |
|---|---|
| March 25 - Mastering Wealth | CE52 0022 10 LC |
| April 15 -Nurturing Wealth | CE52 0022 11 LC |
| April 30 - Kids and Cash | CE52 0022 05 LC |
| Taxes in Retirement - TBD | CE52 0022 85 LC |
| Estate Tax Planning - TBD | CE52 0022 09 LC |
| Social Security - TBD | CE52 0022 22 LC |
Need help? If you have any issues with registration, contact Student Services.
Phone: 435-753-6780
Our Mission
The mission of the Bridgerland Technical College is to deliver competency-based, employer-guided career and technical education to both secondary and post-secondary students through traditional and technology-enhanced
methodologies. This hands-on technical education provides occupational education, skills training, and workforce development to support the educational and economic development of the Bear River Region.