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.

Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, this course has something for everyone. This comprehensive program covers key issues for retirees. You discover new ways to stay mentally, physically and socially active, as well as learn about important financial topics such as tax reduction planning, investment risk management, health care planning and estate planning. Above all, you discover how to apply this knowledge to help you pursue a more active, healthy and financially secure lifestyle in retirement. Money is one aspect of post-retirement planning. Rejuvenate Your Retirement® discusses fun and fulfilling activities such as travel, hobbies, sports, business ventures and lifelong learning to help you make the most of your retirement years. Couples may attend for a single registration fee. One person registers in advance, the second registers in class. Instructor: Chris Gordon.

Everyone wants to save enough for their retirement; however, planning for the income phase of your retirement requires that you explore several aspects and different approaches in order to survive well in retirement. Income planning for retirement is a “whole different ballgame” today. Topics covered in this class include: risks and strategies to consider during accumulation vs. distribution, structuring investment income to reduce taxes, maximizing retirement income by understanding Social Security key issues, determining whether Social Security will be enough and how to optimize it, recognizing unnecessary tax payments on Social Security benefits, being mindful of taxes when diversifying assets, covering inflation in your income and understanding and agreeing with your financial plan. Join instructor Andrew Paladino, CPA and financial adviser, to obtain this useful information