Financial Planning Classes

Course Information Location: Online Webcast Date: Monday, 1/22/24 Time: 6:00 pm – 8:00 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: Online Webcast Date: Monday, 2/5/24 Time: 11:00 am – 11:30 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 advisor for your financial needs. Course materials and instructions […]

Course Information Location: 100 Marine Parkway – Suite 160, Redwood City, CA 94065 Date: Tuesday, 2/6/24 Time: 10:00 am – 12:00 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 […]

Course Information Location: Online Webcast Date: Thursday, 2/22/24 Time: 11:00 am – 1:00 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 of […]

Course Information Location: Online Webcast Date: Tuesday, 3/5/24 Time: 10:00 am – 12:00 pm 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 […]

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.

Course Information Location: Online Webcast Date: Thursday, 3/14/24 Time: 11:00 am - 11:30 am Tired of setting money goals you can't seem to achieve? It's time to transform your approach to goal setting. Join this lesson to create realistic and achievable money goals that align with your aspirations. Course materials and […]

Course Information Location: Online Webcast Date: Tuesday, 4/9/24 Time: 10:00 am - 12:00 pm Looking for a comprehensive personal finance 101 experience? Look no further! This is your go-to course for conquering the financial landscape. Dive into setting rock-solid financial goals, crafting and sustaining savvy spending and savings plans, breaking free […]

Course Information Location: Online Webcast Date: Thursday, 4/11/24 Time: 2:00 pm – 2:30 pm If becoming debt-free is on your goals list, Getting out of Debt is the class for you! Discover highly effective debt repayment methods and craft a personalized plan tailored to your goals. Course materials and instructions will be emailed […]

Course Information Location: Online Webcast Date: Monday, 4/15/24 Time: 10:00 am – 12:00 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 […]