Financial Planning Classes

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 […]