Planning for Your Future   

Retirement Intelligence is a practical, education-focused course designed for individuals and couples approaching or in retirement who want greater clarity and confidence in their financial decisions. Participants will learn how the key pieces of retirement planning fit together, including income planning, Social Security and pension decisions, investment risk, taxes, healthcare costs, and long-term sustainability using real-world examples and clear, easy-to-understand frameworks. The course emphasizes informed decision-making, helping students identify potential gaps, avoid common retirement pitfalls, and understand the trade-offs behind the choices they face. By the end of the course, attendees will have a clearer picture of where they stand and what next steps may be appropriate for their retirement plan.

Sorry, this course does not qualify for the senior discount.

While obtaining Medicare coverage is something most of us will experience in our lives eventually, it can be confusing to know when and how to make this transition. In addition, Medicare rules and benefits can change every year. People in all walks of life can benefit from a better understanding of Medicare. We seek to provide this understanding not only for those approaching Medicare eligibility, but also their children and potential POAs, HR employees, medical office employees, community health employees, SSDI recipients, younger retirees, financial advisors, and anyone else who needs to plan for their retirement and/or assist others in obtaining healthcare and preparing for their healthcare needs in retirement.

Seminars are compliant with Medicare rules. General information on premiums, copays, and benefits may be discussed; however, no particular plan offerings will be made. The goal is to educate so that when Medicare comes up, you know what questions to ask.

Sorry, this course does not qualify for the senior discount.