Financial Planning Classes

Course Information Location: Online Webcast 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 all registered members 1-2 days before the date of this class. Highlights:  Learn how to […]

Course Information Location: Online Webcast 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. Highlights: Plan out the goals desired for retirement […]

Course Information Location: Online Webcast Date: 03/16/2023 Time: 2:00pm – 4:00pm 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 be emailed […]

Course Information Location: Online Webcast 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 days before the date of the class. How to […]

(Retirement Planning for Mid-Career)

Course Information Location: 100 Marine Parkway – Suite 160, Redwood City, CA 94065 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 […]

(formerly Estate Planning: Understanding the Basics)

Course Information Location: Online Webcast Date: Monday, 9/11/23 Time: 2:00 pm – 4:00 pm Participants will gain a better understanding of the importance of wills and trusts in estate planning, focusing on understanding probate and estate taxation in order to set up and manage trusts more effectively. Course materials and instructions will be […]

Course Information Location: Online Webcast Date: Wednesday, 9/27/23 Time: 10:00 am – 12:00 pm Learn how to better organize your financial data, allowing for more accurate projections, efficient management, and a better understanding of the overall financial picture. Course materials and instructions will be emailed to all registered members 1-2 days before the date […]

Course Information Location: Online Webcast Date: Wednesday, 10/4/23 Time: 10:00 am - 12:00 pm Participants will learn how to define identity theft, employ steps to avoid identity theft, develop awareness of specific identity theft crimes, and learn exactly what to do should they find themselves a victim of identity theft. Interactive […]