Financial Planning Classes

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 of the current tax law. You'll also discover fundamental strategies for reducing […]

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 desired for retirement. Utilize retirement calculators to keep you on track. Assess important […]

Navigate the intricate world of estate planning with ease. Explore a simplified three-step process to establish your estate plan, demystify specialized jargon used by financial and legal professionals, and discover the fundamental estate planning documents. Gain clarity on the probate process and estate taxation, laying the foundation for a secure […]

Are you looking to secure your financial future? This course helps you grasp the ins and outs of Social Security. While this program is often associated with retirement, understanding it is crucial at every stage of life. This class will guide you through Social Security's complexities, helping you make informed […]

Retirement is a significant life transition that holds different meanings and expectations across cultures and societies.  This class aims to help you navigate this important phase of your life. Learning Outcomes: Identify the elements of a successful retirement. Assess personal values, goals, and priorities to develop a holistic retirement vision […]

Retirement isn’t just about saving—it’s about making your money last. This course breaks down the decumulation process, helping you turn your retirement savings into a sustainable income stream. You’ll learn how to balance withdrawals, minimize taxes, and manage risks like inflation and market downturns, all while aligning your strategy with […]