This course is designed for those within 10 years of retirement or currently retired. Any successful retirement begins with a proper plan. We will discuss some of the crucial components of a retirement plan income (social security, pension, retirement savings), investments (etf, mutual funds, annuities and more), market (sequence of returns, managing risk, volatility) Tax planning ( strategies, Roth accounts, leaving assets to your spouse/children), and concerns (Do I have enough? Can I take that trip? How can I avoid a nursing home?)

This class is FREE, prior registration is required.

What are annuities? Why do people invest in them? What kinds of guarantees can they provide? What different kinds of annuities are available? What are the pros and cons of owning them? What role can they play for retirees or those approaching retirement?  Together, we will explore these questions and more in this education-only presentation.

This class is FREE, prior registration is required.

Do you know what your business is worth? It’s important to know the value of your (potentially) largest asset and there are many reasons to have a BUSINESS VALUATION done. Some of those reasons include: preparing for a sale, creating a succession plan to begin your retirement, ensuring the business and your family are protected, preparing for taxable events such as gifting or grants, and creating buy/sell agreements with business partners. Having your valuation is critical to proper planning and achieving personal goals. Join us for this informative evening to learn more.

This class is FREE, prior registration is required.

Whether you are single, married, widowed or divorced, The Financial Guys, certified social security claiming strategists, will inform you about the many facets of this powerful benefit and empower you to make a decision that’s right for you. Make sure you are fully informed when making your claim for your retirement income.  

This class is FREE, prior registration is required.

Medicare is confusing! What are parts A, B, C and D? When do I have to enroll? What will I pay? What is a Medicare Advantage Plan? What is a Medicare Supplement Plan? What about late enrollment penalties, Extra Help, Epic or Medicare Savings Programs? What kind of plans might work best for me? See how this education will help you understand how the Medicare program works. We will provide a general overview of the variety of Medicare Insurance products that are available to beneficiaries.

This class is FREE, prior registration is required.

As of January 2023, 60% of United States adults, including more than 4 in 10 high-income consumers, live paycheck to paycheck. This is no way to live! This course will teach the basic fundamentals necessary to develop a budget and begin the process of moving from a paycheck to paycheck survival existence to a thriving sense of freedom from all the financial stress and anxiety. Topics include: budget development, cash flow management, and debt reduction. This is all SUPER important as we move into the holiday season. 

Students aged 12 and up are welcome to register when a parent or guardian is also registered and attends the same class. This class may end early depending on student input.

What are annuities? Why do people invest in them? What kinds of guarantees can they provide? What different kinds of annuities are available? What are the pros and cons of owning them? What role can they play for retirees or those approaching retirement?  Together, we will explore these questions and more in this education-only presentation.

This class is FREE, prior registration is required.

Medicare is confusing! What are parts A, B, C and D? When do I have to enroll? What will I pay? What is a Medicare Advantage Plan? What is a Medicare Supplement Plan? What about late enrollment penalties, Extra Help, Epic or Medicare Savings Programs? What kind of plans might work best for me? See how this education will help you understand how the Medicare program works. We will provide a general overview of the variety of Medicare Insurance products that are available to beneficiaries.

This class is FREE, prior registration is required.