Online Webcast

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 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 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 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 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 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 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 […]

(formerly Estate Planning: Understanding the Basics)

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 […]