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 NameMeetsBeginsEndsFee
Wills, Trusts & Estate PlanningF : 1:00 PM - 4:00 PM07/25/2507/25/2569.00
Wills, Trusts & Estate PlanningF : 1:00 PM - 4:00 PM08/01/2508/01/2569.00
Social Security SecretsTh : 6:30 PM - 9:30 PM07/24/2507/24/2569.00
Social Security SecretsTh : 6:30 PM - 9:30 PM07/31/2507/31/2569.00
Tax Planning Strategies™Th : 1:00 PM - 4:00 PM06/05/2506/05/2569.00
Tax Planning Strategies™Th : 1:00 PM - 4:00 PM06/12/2506/12/2569.00
Tax Planning Strategies™ - Parker CountyTh : 1:00 PM - 4:00 PM06/19/2506/19/2569.00
Tax Planning Strategies™ - Parker CountyTh : 1:00 PM - 4:00 PM06/26/2506/26/2569.00
Wills, Trusts & Estate PlanningF : 1:00 PM - 4:00 PM09/05/2509/05/2569.00
Wills, Trusts & Estate PlanningF : 1:00 PM - 4:00 PM09/12/2509/12/2569.00
Wills, Trusts & Estate Planning in Parker CountyF : 1:00 PM - 4:00 PM10/17/2510/17/2569.00
Wills, Trusts & Estate Planning in Parker CountyF : 1:00 PM - 4:00 PM10/24/2510/24/2569.00
Social Security Strategies in Parker CountyTh : 6:30 PM - 9:30 PM09/11/2509/11/2569.00
Social Security Strategies in Parker CountyTh : 6:30 PM - 9:30 PM09/18/2509/18/2569.00
Getting Ready for RetirementTh : 6:30 PM - 9:30 PM10/23/2510/23/2569.00
Getting Ready for RetirementTh : 6:30 PM - 9:30 PM10/30/2510/30/2569.00

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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