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! In this introductory class, we will learn how Excel is set up, enter and format data, execute basic formulas, and then get into working with some of the powerful functions available in Excel. Required: Access to MS Office Excel for Windows (version 2016 or higher).
Continue your Excel journey in the second class in the series and enhance your comfort level when working with data. In this class, we will learn how to work with more functions, sort and filter data, apply conditional formatting, and work with PivotTables. Prerequisite: Excel I or working knowledge of topics covered in Excel 1. Must have access to MS Office Excel for Windows (version 2016 or higher).
Presented by: Dick Harsin, CPA, CFP®
Under the 2019 SECURE ACT the retirement plan distribution rules for beneficiaries have been drastically changed. This workshop will help you understand the various tax reduction strategies available to help you go from forever taxed to never taxed, including charitable planning, Roth conversions, and life insurance. We will also discuss funding strategies from your retirement accounts to provide for the special-needs family member.
Presented by: Richard Keppler
Class begins in less than 2 business days or is already in session... Please call 425.640.1243 or email comed@edmonds.edu to register.
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!
Some Title