Coming Events

Countdown to Retirement: 10 years Away      The workshop identifies activities that should be completed 10 years before retirement. Attendees will receive a game plan for identifying tasks they need to complete as they approach retirement, including: creating a Cash Flow and Net Worth Statement, identifying their retir , ...

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:  Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I apply? Collecting Strategies from a financial planning perspective. What about spousal and widow(er)’s benefits? Will my benefits be taxed or reduced if I work or retire early? Medicare and H , ...

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, , ...

Countdown to Retirement: 5 Years Away      The workshop identifies activities that should be completed 5 years from Retirement.  Attendees will receive a game plan for identifying tasks they need to complete 5 years before retirement, including: Reconfirming if they continue to be on track to afford to retire, continui , ...

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:  Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I apply? Collecting Strategies from a financial planning perspective. What about spousal and widow(er)’s benefits? Will my benefits be taxed or reduced if I work or retire early? Medicare and H , ...

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, , ...

Countdown to Retirement: 1 year Away      The workshop identifies activities that should be completed one-year prior to retirement, including: reconfirming that they can afford to retire, developing a Social Security Collecting Strategy, learning the best way to pay income taxes in retirement, knowing when to sign up f , ...

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:  Social Security Retirement Benefits: How do they calculate my Retirement Benefits. How soon before retiring should I apply? Collecting Strategies from a financial planning perspective. What about spousal and widow(er)’s benefits? Will my benefits be taxed or reduced if I work or retire early? Medicare and H , ...

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, , ...

Financial Literacy Session: Tools to Use to Enhance Your Financial Future      To assure your financial future it’s important to understand the key tools available to make it happen. Many of the tools involve using the tax system to maximum advantage. So, after briefly reviewing how income taxes work, we’ , ...