Financial Planning Classes

Course Information Location: Online Webcast Date: Tuesday, 5/7/24 Time: 11:00 am - 1:00 pm This course offers a comprehensive exploration of retirement planning tailored to individuals of all ages. Whether you're just starting your career, mid-career, or approaching retirement, you'll gain insights and strategies to secure your financial future. Course materials […]

Course Information Location: Online Webcast Date: Wednesday, 5/15/24 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 goals, vanquish […]

Course Information Location: Online Webcast Date: Monday, 6/3/24 Time: 2:00 pm – 4:00 pm 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 […]

Course Information Location: Online Webcast Date: Thursday, 6/6/24 Time: 10:00 am – 10:30 am Are you curious about the FIRE (Financial Independence, Retire Early) movement? Dive into the world of early retirement and financial freedom in this short, eye-opening course. Discover the principles behind FIRE, learn how to calculate yourFIRE number, and explore […]

Course Information Location: Online Webcast Date: Monday, 8/5/24 Time: 6:00 pm – 8:00 pm 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. Course […]

Course Information Location: Online Webcast Date: Thursday, 8/15/24 Time: 11:00 am – 11:30 am Feeling overwhelmed or scared by the idea of budgeting? This class, Creating a Budget for Success, is designed just for you. Learn to confidently map, track, and plan for your money inflows and outflows, empowering you to save for what truly […]

Course Information Location: Online Webcast Date: Tuesday, 8/20/24 Time: 2:00 pm – 4:00 pm 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, […]

Course Information Location: 100 Marine Parkway – Suite 160, Redwood City CA 94065 Date: Tuesday, 9/10/24 Time: 10:00 am – 10:30 am The course equips you with the knowledge to identify and understand different types of financial professionals and their unique responsibilities, empowering you to make informed choices when selecting the right […]

Course Information Location: Online Webcast Date: Tuesday, 9/10/24 Time: 10:45 am – 12:45 pm 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 […]

Course Information Location: 100 Marine Parkway - Suite 160, Redwood City, CA 94065 Date: Thursday, 9/12/24 Time: 9:30 am – 11:30 am This course offers a comprehensive exploration of retirement planning tailored to individuals of all ages. Whether you're just starting your career, mid-career, or approaching retirement, you'll gain insights and strategies to […]