Online Webcast

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: 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: 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 […]

(Retirement Planning for Mid-Career)

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 […]

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: 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: 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 […]

(Retirement Planning for Mid-Career)

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 […]