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.

Are you confused about your financial future? Would education and guidance give you the peace of mind to deal comfortably and confidently with your money? Take the confusion out of investing by learning how stocks, bonds, mutual funds, annuities, options, investment strategies, and evaluation and minimization of risk would benefit you in today’s economy.Couples may attend for a single registration fee. One person registers in advance, the second registers in class. Instructor: Scot Millen, MBA, Accredited Investment Fiduciary®

As you look forward to retiring, a nagging question arises, “How do I create a monthly income stream that will last throughout my retirement years?” Roger Desai will share strategies that can help you sustain and protect the income for which you saved. Some of the topics covered will be estimating retirement income needs, managing retirement withdrawals and planning for taxes. 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.

Planning for retirement is like piecing together a large puzzle. You’re hoping you have all the right pieces and that the finished picture somewhat resembles what you were originally planning.

Are you keeping up with changing laws, rules and regulations?
How will tax reform affect your income distribution strategies?
How will Medicare and healthcare affect your wealth-care?
What is happening with Social Security?

There is no Nostradamus, so how will you build a plan that lasts as long as you will? Discuss these topics and more in this five hour course. Instructor: J’Neanne Theus.

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.

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 demystify 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 Meyers.