Financial Planning Classes

(Retirement Planning for Mid-Career)

Course Information Location: Online Webcast 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 materials and instructions will be emailed to […]

Course Information Location: Online Webcast 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 emailed to all registered members 1-2 days […]

Course Information Location: Online Webcast 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 to all registered members 1-2 […]

(formerly Estate Planning: Understanding the Basics)

Course Information Location: Online Webcast 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 giving. Course materials and instructions will be […]

Course Information Location: Online Webcast 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 giving. Course materials and instructions will be […]

Course Information Location: Online Webcast Participants will understand various money management strategies to help combat the rising cost of goods and services. Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class. How to Register: County & Court Employees: Register on LMS […]

Course Information Location: Online Webcast 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 of the class. Highlights:  Practice necessary steps […]

Course Information Location: Online Webcast 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 materials and instructions will be emailed to […]