8 Results
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5 Keys to Retiring Fearlessly
Planning for retirement doesn't have to be stressful. This class delivers five straightforward strategies to help you build a secure financial future and retire when you're ready. You’ll learn how to protect your hard-earned savings from market volatility, minimize taxes, and boost your retirement income. Perfect for anyone looking ahead to their next chapter—come join the conversation! Topics include: 1. Utilizing guaranteed income as the foundation of your retirement. 2. Strategies to protect your retirement accounts from volatility. 3. Continuing to grow your assets in tax-advantaged ways. 4. Ensuring your assets outlive you. 5. Protecting yourself and the people you love from the “what ifs” in life.New -
How Taxes Affect Your Retirement
When it comes to your retirement savings, what you keep is just as important as what you make. Getting a handle on how your investments are taxed can help you make smart decisions and avoid paying more than your fair share. In this session, we’ll break down how future tax shifts could impact your nest egg, simple ways to build tax-free retirement income, how Social Security fits into the mix, and how to make the current tax brackets work in your favor.New -
Let's Talk About Medicare
Trying to figure out Medicare on your own can feel like learning a whole new language. This class is designed to take the stress out of the process. We’ll walk you through the fundamentals—including coverage basics, out-of-pocket costs, and key enrollment windows. You'll also learn how to weigh your options between different insurance plans so you can make the best choice for your budget and health. -
NewHefin Owen (flickr) (CC BY 2.0)Retirement Planning Today
This is a comprehensive, 5-hour, retirement planning course for those that really want to dig into retirement planning. It’s broken into two separate 2-1/2 hour evening sessions. Learn to: • Reduce taxes both prior to and during retirement • Determine the amount of money you need to retire comfortably • Select the retirement plan distribution choices that are right for you including optimizing Roths, annuities, social security and pensions • Manage investments, market volatility and potential financial losses during retirement • Make the right decisions on insurance and long-term care • Identify vital areas to cover during estate planning The course fee includes bringing a complementary guest, but they must be preregistered. -
Take control of your financial future!
Take control of your finances and build a secure future using simple, practical habits. Led by a retired Certified Financial Planner, this class covers the absolute basics: budgeting, managing debt, building emergency savings, and understanding how investing works. Perfect for beginners with zero prior financial experience who want to build real confidence with their money.New -
The 25 Documents Needed for Effective Life Planning
Getting your affairs in order doesn't have to be overwhelming. Join us for a supportive workshop designed to help you organize your vital paperwork. We’ll walk through the 25 essential documents you need to protect your medical wishes, financial accounts, and property. Perfect for adults of any age who want to save their families from future stress and confusion. Includes handy take-home checklists and time for Q&A! Includes helpful take-home resources and time for your questions.New -
The Special Needs Trust
Planning for a loved one with special needs requires a unique and thoughtful approach. This class explores how to create a clear estate plan that ensures your family member is supported for life without accidentally disrupting their eligibility for vital government benefits like Medicaid and SSI. We’ll break down how Special Needs Trusts work, how to choose the right trustee, and how to coordinate your legal documents with your everyday care plan. Come get your questions answered and leave with a clear plan for your family's peace of mind.New -
Who Will Inherit the Mess?
Don't leave your family guessing. This relaxed, informative workshop breaks down how to protect your loved ones and your assets using simple estate planning tools. We'll demystify Wills and Trusts, highlight the importance of Powers of Attorney and Health Care Directives, and give clear guidance tailored for individuals, couples, and blended families alike. Come get your questions answered and leave with a clear plan for the future.New
