Financial Planning Classes

(Retirement Planning for Mid-Career)

Course Information Location: Online Webcast Date: Tuesday, 10/17/23 Time: 10:00 am – 12:00 pm Individuals who attend this course will be empowered to better manage retirement with detailed information about: retirement income, long term care, social security benefits, annuities and estate planning decisions. Recommended for this who are already in retirement or planning […]

Course Information Location: Online Webcast Date: Wednesday, 11/1/23 Time: 10:00 am - 12:00 pm Participants will gain valuable knowledge and skills needed get out of debt, understand the elements that make up a FICO score and improve their credit. Course materials and instructions will be emailed to all registered members 1-2 […]

Course Information Location: Online Webcast Date: Monday, 11/6/23 Time: 2:00 pm – 4:00 pm Working professionals at any stage in their career can get better-prepared for retirement with this class. Participants will be able to assess their current financial situation, estimate their retirement needs, and create an investment strategy for meeting those needs. Course […]

Course Information Location: 100 Marine Parkway – Suite 160, Redwood City, CA 94065 Date: Wednesday, 11/8/23 Time: 10:00 am – 12:00 pm Learn how to sign-up and receive Medicare and Social Security benefits and how to integrate and maximize those benefits when planning for retirement. Course materials and instructions will be emailed to […]

Course Information Location: Online Webcast Date: Wednesday, 11/29/23 Time: 10:00 am – 12:00 pm Gain a better understanding of tax reduction strategies based on current federal tax law through relevant, real-life illustrations, and workbook exercises. Participants will learn the tax implications affecting retirement, investments, having a personal business outside of regular employment, and charitable […]

Course Information Location: Online Webcast Date: Tuesday, 12/5/23 Time: 2:00 pm – 4:00 pm Participants will be able to plan for a successful transition from work life into a comfortable and secure retirement. Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class. […]

Course Information Location: Online Webcast Date: Thursday, 12/14/23 Time: 10:00 am – 12:00 pm Gain a better understanding of key provisions of the current tax law through relevant, real-life illustrations, and workbook exercises. Participants will learn the tax implications affecting retirement, investments, homes, charitable giving, education, and dependents. Course materials and instructions will […]

Course Information Location: Online Webcast Date: Wednesday, 1/10/24 Time: 10:00 am – 12:00 pm Participants will acquire the skills to create realistic budgets and make informed spending decisions that align with their financial goals. This class provides practical insights to help you manage your money more effectively. Course materials and instructions will be […]

Course Information Location: Online Webcast Date: Thursday, 1/18/24 Time: 11:00 am - 1:00 pm How many times do we set goals that we ultimately don't achieve? Often times, the problem isn't you; it's your goals! Packed with interactive exercises and thought-provoking discussion, this class helps you craft tangible and achievable financial […]