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Retirement Planning
 
 
Did you know that your ‘Estate’ consists of everything of value - cash, clothes, cars, real estate, investment and retirement accounts, pensions, etc. ...  View More

1 session

Start date: 09/26/20

End date: 09/26/20

Schedule : Weekly - Sat 9:30 AM - 12:00 PM; starting 9/26/2020, ending 9/26/2020

Registration Fee $39.00

Material Fee $5.00

Room :  TBD



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A secure retirement requires having assets generate an adequate income for as long as you live. The SECURE Act of 2019, along with the tax cuts and Jo ...  View More

1 session

Start date: 08/29/20

End date: 08/29/20

Schedule : Weekly - Sat 9:00 AM - 12:00 PM; starting 8/29/2020, ending 8/29/2020

Registration Fee $45.00

Material Fee $0.00

Room :  TBD



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Understanding Medicare and Long-Term Care is essential for a healthy and sustainable retirement. If you are retired, about to retire, just wanting to ...  View More

1 session

Start date: 08/01/20

End date: 08/01/20

Schedule : Weekly - Sat 10:00 AM - 12:30 PM; starting 8/1/2020, ending 8/1/2020

Registration Fee $39.00

Material Fee $0.00

Room :  ONLINE



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The average retiree leaves tens of thousands of dollars ‘on the table’ simply because they don’t understand how to optimize their Social Security bene ...  View More

1 session

Start date: 09/26/20

End date: 09/26/20

Schedule : Weekly - Sat 12:30 PM - 3:00 PM; starting 9/26/2020, ending 9/26/2020

Registration Fee $35.00

Material Fee $5.00

Room :  TBD



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