Financial Planning
Planning For Your Future Made Simple
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.