Finance, Investments & Retirement   

Learn how to secure a lasting legacy for the causes you care about. This class on planned giving will demystify the process of making future gifts, such as bequests in a will, charitable trusts, and gift annuities. Discover how these powerful tools can help you achieve your financial goals while ensuring our mission continues for generations to come. We'll cover the basics of planned gifts and their potential tax benefits, showing you how to make a significant impact without affecting your current lifestyle. Create your personal legacy and secure a brighter future for our world.

Demystify the world of annuities and discover how they can or should not fit into your financial plan. This class will provide a clear, jargon-free overview of different types of annuities, including fixed, variable, and indexed. You'll learn how these financial products can provide a steady income stream in retirement and offer tax-deferred growth. We'll explore the pros and cons, helping you understand their role in managing risk and creating a reliable income for your future. Secure your financial peace of mind by understanding how annuities work.

Do you understand the difference between an exchange-traded fund and a mutual fund? How about a municipal bond or how annuities work? Investing doesn’t have to be complicated. With so many options, research, and analysis available to today’s investors, making good decisions can seem overwhelming. Gain a working glossary to understand the world of investing. Learn a basic structure to assist in deductive decisions, and a fundamental framework to discuss the global marketplace. There will be time to learn about some of the pitfalls in financial planning and shared tips and insights on working with attorneys, accountants and advisors.