Financial Planning
Planning For Your Future Made Simple
Social Security Secrets
3 Hours | $69
Investing For Beginners
3 Hours | $69
What is Mediation and How Can It Help Me?
3 Hours | $69
Expecting a Lump-Sum Payment from Inheritance, Injury or Divorce Settlement?
3 Hours | $69
Wills, Trusts and Estate Planning
3 Hours | $69
Getting Ready for Retirement
3 Hours | $69
Our Financial Planning courses feature classroom-style instruction that encourages questions.
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.
Click on the courses below for course description and further details.
Click the course Title link for more information.
| Course Name | Meets | Begins | Ends | Fee |
|---|---|---|---|---|
| Wills, Trusts & Estate Planning | F : 1:00 PM - 4:00 PM | 07/25/25 | 07/25/25 | 69.00 |
| Wills, Trusts & Estate Planning | F : 1:00 PM - 4:00 PM | 08/01/25 | 08/01/25 | 69.00 |
| Social Security Secrets | Th : 6:30 PM - 9:30 PM | 07/24/25 | 07/24/25 | 69.00 |
| Social Security Secrets | Th : 6:30 PM - 9:30 PM | 07/31/25 | 07/31/25 | 69.00 |
| Tax Planning Strategies™ | Th : 1:00 PM - 4:00 PM | 06/05/25 | 06/05/25 | 69.00 |
| Tax Planning Strategies™ | Th : 1:00 PM - 4:00 PM | 06/12/25 | 06/12/25 | 69.00 |
| Tax Planning Strategies™ - Parker County | Th : 1:00 PM - 4:00 PM | 06/19/25 | 06/19/25 | 69.00 |
| Tax Planning Strategies™ - Parker County | Th : 1:00 PM - 4:00 PM | 06/26/25 | 06/26/25 | 69.00 |
| Wills, Trusts & Estate Planning | F : 1:00 PM - 4:00 PM | 09/05/25 | 09/05/25 | 69.00 |
| Wills, Trusts & Estate Planning | F : 1:00 PM - 4:00 PM | 09/12/25 | 09/12/25 | 69.00 |
| Wills, Trusts & Estate Planning in Parker County | F : 1:00 PM - 4:00 PM | 10/17/25 | 10/17/25 | 69.00 |
| Wills, Trusts & Estate Planning in Parker County | F : 1:00 PM - 4:00 PM | 10/24/25 | 10/24/25 | 69.00 |
| Social Security Strategies in Parker County | Th : 6:30 PM - 9:30 PM | 09/11/25 | 09/11/25 | 69.00 |
| Social Security Strategies in Parker County | Th : 6:30 PM - 9:30 PM | 09/18/25 | 09/18/25 | 69.00 |
| Getting Ready for Retirement | Th : 6:30 PM - 9:30 PM | 10/23/25 | 10/23/25 | 69.00 |
| Getting Ready for Retirement | Th : 6:30 PM - 9:30 PM | 10/30/25 | 10/30/25 | 69.00 |
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.
