Online Webcast

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: 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 […]

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: 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: 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: 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 […]

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, 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: 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: 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 […]