Financial Planning Classes

Course Information Location: Online Webcast Date: Monday, 10/21/24 Time: 10:00 am - 12:00 pm In today's world of soaring prices, financial savvy is your secret weapon. This course equips you with powerful strategies to not only stay ahead of inflation but thrive in its face. Unearth smart saving techniques, craft realistic […]

Course Information Location: Online Webcast Date: Tuesday, 10/22/24 Time: 11:00 am - 11:30 am Discover the profound significance of leaving a legacy that goes beyond monetary value. Through this experience, you will gain clarity on the intentional legacy you will leave behind. Uncover valuable insights that will empower you to shape a […]

Course Information Location: Online Webcast Date: Monday, 11/4/24 Time: 10:00 am - 12:00 pm Conquer the art of transitioning into a fulfilling retirement. This class is tailored for those nearing retirement age, providing essential strategies and insights to ensure a secure and satisfying post-work life. Learning Outcomes  Plan out the goals […]

Course Information Location: Online Webcast Date: Thursday, 11/7/24 Time: 1:00 pm - 3:00 pm Want to ensure your loved ones are cared for no matter what life brings? Join us for an enlightening journey into estate planning that goes beyond paperwork and documents. Discover the art of making strategic decisions when […]

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Course Information Location: Online Webcast Date: Tuesday, 12/3/24 Time: 6:00 pm – 8:00 pm Ever wondered how your tax refund is calculated? Find out in this enlightening course. Decode the complexities of federal income taxes with real-life examples and hands-on workbook exercises. Gain clarity on how taxes function and unravel the intricacies […]

Course Information Location: Online Webcast Date: Thursday, 12/12/24 Time: 9:00 am - 11:00 am Discover the essential knowledge you need to make informed decisions about long-term care options for yourself or your loved ones. This comprehensive course provides valuable insights into navigating this crucial aspect of aging with confidence. Learning Outcomes  […]

Course Information Location: Online Webcast Date: Thursday, 12/12/24 Time: 11:30 am - 12:00 pm Retirement is a significant life transition with diverse meanings across cultures.  Whether you're months or decades away from this transformative phase, this class, Planning for a Fulfilling Retirement, offers expert guidance to shape your ideal retirement. Learning Outcomes  Evaluate […]

This course offers an in-depth exploration of wills, specialized trust types, and intermediate-stage concepts, equipping you with the knowledge to optimize your estate management strategies. Build upon your understanding of wills and trusts to secure a prosperous legacy.
Audience: Recommended for those who want to create and manage wills and trusts. 

Unlock the full potential of tax reduction strategies in this course. Dive deep into the array of benefits, including credits and deductions, available for optimizing your tax planning. Explore how tax considerations impact retirement, employee benefits, investments, family planning, and charitable giving, and emerge with the expertise to minimize your tax burden.

Audience: Recommended for those who are familiar with current federal tax laws and want to broaden their knowledge of tax strategies and how to maximize their money after taxes.