Online Webcast

Course Information Location: Online Webcast 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 to retire within the next three years. […]

(Retirement Planning for Mid-Career)

(formerly Estate Planning: Understanding the Basics)

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 Participants will learn how to set financial goals, create a savings plan, and plan for financial independence. Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class. Highlights: Set up and effectively use a spending plan Calculate […]

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 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 […]

(Retirement Planning for Mid-Career)

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 […]