Finance & Investment

In this six-step legacy planning process course, you will discuss traditional estate planning as well as the process of 'generational planning’ which will allow you to convey your wisdom, insights and values to the next generation. The six parts of the course will include: incapacity planning, organizing records, identifying beneficiaries, formalizing your estate plan, creating your legacy and monitoring and managing your plan. Instructor: Roger Desai.

This unique and comprehensive course focuses on the issues and financial concepts that are important to those approaching retirement or retirees. In straightforward language, this class is designed to help you gain a clear picture of the retirement you want, set realistic goals and objectives, calculate how much you will need to retire, invest for the future, overcome roadblocks that impede progress, help protect wealth and assets, and more. The sooner you become educated about retirement planning, the more prepared you will be to make informed financial decisions and build the wealth you need. Course includes a 135-page illustrated workbook. Couples may attend for a single registration fee. Class size limited, so register today! Instructor: Chris Gordon.

How do you plan to maximize your retirement benefits when you retire? This class will discuss tax reduction strategies to plan for a retirement income that will last a lifetime. You will learn to maximize your income during retirement, to recognize the importance of beneficiary designations, to address health care concerns and asset protection strategies, how to convert IRAs into Roth IRAs, and how to keep money in your IRAs using the stretch IRA concept. Instructor: Roger Desai.

What is one of Warren Buffet’s secrets of success? Stock options! They are often extremely misunderstood and frightening, but once understood, become very useful tools for investors. Options can be used to reduce an investor’s risk or to enhance returns in several different ways. This course will attempt to de-mystify options and provide investors with the tools they need to employ options in their own investment portfolios. Learn a new investment strategy for your financial toolbox! Instructor: Alan Myers.

Learn what’s involved in creating a tax strategy for your evolving retirement needs. Identify types of taxes you will face at various stages, understand tax impacts on Social Security and Medicare, and gain strategies to avoid overpayment and maximize your income. Join experienced instructor
and financial planner Roger Desai for this informative class. Instructor: Roger Desai.