Planning for Income in Retirement
With so much focus on accumulation in retirement planning, income strategies typically receive little attention. This class covers today’s retirement reality and the tools and techniques you can use to make your assets last. Guest speaker: Lee Reynolds, Vice President, Jackson National Life Distributors LLC
Retirement Planning 101 in 2-Parts
You’ve worked hard to save for retirement. Now what? This class covers a broad range of retirement planning topics, including IRAs, Social Security, Income Planning, Taxes, Estate Documents and others. Learn how to set goals and create an achievable plan.
Protect Family Assets from the Nursing Home
Gifting, trusts and other tools to help save the home and other assets from nursing home expenses.
Guest speaker:* Ronald Kearns, RN, Elder Law Attorney*, Senior Resource Center.
2019 Economic Summit
The 2018 market correction, the federal government shutdown, trade wars, and rising interest rates. What has all this meant for the economy so far? What might be expected? And how will savers be affected? Guest speaker: Paul de Moor, VP, Capital Markets Strategy, Fidelity Investments.
Examining the Tax Cuts and Jobs Act
Overview of the provisions of the new tax law that was signed into effect at the end of 2017 – the most substantial overhaul of the IRS Code since 1986. Most provisions are effective beginning with the 2018 tax year. Discussion of planning tips and strategies. Guest speaker: William D. Cass, CFP®, CPWA®, Director, Wealth Management Programs, Putnam Retail Management
Long Term Care Insurance
Various types of policies can protect your family, your home, your nest egg from long term care costs, while providing for care at home or at a facility.
Social Security Strategies
Learn about this vital part of your financial plan before making a decision that will affect your future irrevocably. We will perform a custom analysis and offer potential strategies.
Saving and Gifting for College: "Myth-busting 529 Plans"
College financial planning is critical to helping your children meet their education goals. Learn how a 529 can be part of your gifting, estate and legacy strategy. Also learn how a 529 account can offer the advantages you need for growing your college fund.