Coming Events

Session 1:   Basics of Financial/Retirement Planning: Key concepts and approaches necessary to ensure a financially secure retirement. How to critically evaluate your financial options. Getting organized: Creating and identifying ways to improve your Cash Flow and Balance Sheets. Identifying if you’re on Track to Affor , ...

Session 2:  Income Tax Planning for Retirement: Methods to pay income taxes in Retirement: withholding from various income sources versus pay estimated taxes. Advantages and disadvantages of each method. Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I , ...

Session 3: Retirement Income Planning: Managing your retirement investment planning strategy during retirement. Advantages and Disadvantages of various Retirement Income Planning Approaches. How the equity in your home and an annuitizing strategy could allow your income to last your lifetime, keep pace with inflation, , ...

Though IRAs (Individual Retirement Accounts) have been around for decades, many don’t know the differences between the two types of IRAs (Traditional and Roth) and which one may suit them best. The preferred type of IRA may change over time as life circumstances change. This workshop will describe each type of IRA and , ...

Session 1:   Basics of Financial/Retirement Planning: Key concepts and approaches necessary to ensure a financially secure retirement. How to critically evaluate your financial options. Getting organized: Creating and identifying ways to improve your Cash Flow and Balance Sheets. Identifying if you’re on Track to Affor , ...

Session 2:  Income Tax Planning for Retirement: Methods to pay income taxes in Retirement: withholding from various income sources versus pay estimated taxes. Advantages and disadvantages of each method. Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I , ...