Program: Finance and Investing
Do you have a retirement portfolio organized to meet your specific needs? Or do you have a random collection of investments, accounts and advisers that you’ve acquired over time? In … Continue reading “Managing Retirement Wealth “
Learn about planning for long-term care services and incapacity, with a special emphasis on home care and community-based services. This session will give an overview of long-term care programs, including … Continue reading “Long-Term Care and Incapacity Planning”
This course is essential for anyone who wants to learn about different investment asset classes and how they can work for you. You will learn the language of investing as … Continue reading “Fundamentals of Investing”
This session gives a basic introduction to estate planning and includes discussion of wills, trusts, federal and state estate taxes, as well as estate planning in both the probate and … Continue reading “Estate Planning”
For those at or nearing retirement, and who are wondering how you shift from accumulating assets during your working years to withdrawing those assets in retirement, this class is for … Continue reading “Creating the Ultimate Retirement Income Plan”
The government is printing money like never before and as a result, inflation may spike and the value of the dollars in your bank account may plummet! There is another … Continue reading “A Deep Dive into BlockChains, BitCoins and other Cryptocurrencies”
Do you have a retirement portfolio organized to meet your specific needs? Or do you have a random collection of investments, accounts and advisers that you’ve acquired over time? In … Continue reading “Managing Retirement Wealth “
Learn about planning for long-term care services and incapacity, with a special emphasis on home care and community-based services. This session will give an overview of long-term care programs, including … Continue reading “Long-Term Care and Incapacity Planning”
This course is essential for anyone who wants to learn about different investment asset classes and how they can work for you. You will learn the language of investing as … Continue reading “Fundamentals of Investing”
This course will provide an overview of how annuities work, pros and cons, and how to incorporate into a retirement income plan