Learn the basics of preparing for retirement, paying taxes, and preparing for medicare
Presented by: Mary Simerly
Excel is an amazing, powerhouse program that can be used in many parts of our daily lives! From preset templates to customized spreadsheets, there are countless ways that Excel can keep you organized and help you track important items. In this introductory class, we will learn how Excel is set up, how to create a schedule, enter and format data, execute basic calculations, and create a graph. Learn how Excel can help you get your life under control!
Continue your Excel journey in the second class in the series and learn how to utilize common formulas, create a PivotTable, and enhance your comfort level when working with data. Prerequisite: Excel I or previous knowledge of Excel.
Presented by: Richard Keppler, IAR, FRC, Financial Fiduciary
Ready for Retirement? This course focuses on concepts that are important to retirement and explains strategies designed to accomplish objectives such as inflation protection, tax-efficient withdrawals, lifestyle preservation and providing a legacy. Both retirees and pre-retirees will benefit from attending this workshop!
NOTE: Edmonds College is a vaccinated campus and requires all students and members of the community attending in-person classes or events to attest their COVID-19 vaccination status. Please complete your attestation today: CE COVID VACCINATION ATTESTATION.
Registered students who don't attest before the class will be dropped and charged a $10 processing fee for each dropped class.
If you have any questions, please contact the CRI office at email@example.com or call 425.640.1243.
Presented by: Dick Harsin, CPA, CFP®
Do you have a family member with disabilities who you want to provide for now and in the future? The 2019 SECURE Act made many changes to the beneficiary rules that can be difficult to navigate. This workshop is designed to help you provide resources for your family and understand the various special needs trusts and the advantages and disadvantages of each.