Financial Planning

Planning for your Future Made Simple

  • Getting Ready for Your Retirement
  • Wills, Trusts and Estate Planning
  • Social Security Secrets
  • Retire Using Real Estate Investing

Our Financial Planning courses feature classroom-style instruction that encourages questions, and a textbook with examples and interactive material that is yours to keep.

Discover “Big Picture” strategies that give you the opportunity to learn about the many aspects of retirement planning and how they work together to build a successful retirement plan.

Learn tools used by professionals to build your Personalized Retirement Plan. Classes are led by a CERTIFIED FINANCIAL PLANNER™ who fills the presentation with valuable information as well as real-life examples.

A complimentary plan consultation is optional for those who have questions that are more personal in nature. This consultation is available for class attendees only, but is not required.

Click on the courses below for course description and further details.

Course NameMeetsBeginsEndsFee
FREE Webinar: How to Properly Prepare for RetirementTu : 1:00 PM - 2:00 PM12/12/2312/12/230.00
Wills, Trusts & Estate PlanningF : 1:00 PM - 4:00 PM09/08/2309/08/2369.00
Wills, Trusts & Estate PlanningF : 1:00 PM - 4:00 PM09/15/2309/15/2369.00
Retire Using Real Estate InvestingTh : 6:30 PM - 9:30 PM11/02/2311/02/2369.00
Social Security SecretsTh : 6:30 PM - 9:30 PM09/21/2309/21/2369.00
Getting Ready for RetirementTh : 6:30 PM - 9:30 PM10/12/2310/12/2369.00

Click the course Title link for more information.

These courses may be offered at a future date. Click the course Title link for more information.

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