Finance, Investments & Retirement   

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.

This class is for individuals and / or non-profited interested in making a planned gift or developing a planned giving program. America is midstream in the largest inter-generational wealth transfer in it's history. This course will concentrate on the different aspects of planned giving instruments, including diving deeper into specific gift vehicles like bequests, charitable gift annuities, and trusts, providing detailed information on their structure, benefits, and legal considerations. Practical application will include several case studies or and examples that allow learners to apply their knowledge to real-world scenarios.

Plan for retirement, organize finances, & develop a personalized plan that empowers you to reach your long-term goals. Topics: how to best calculate savings needed, employer retirement plans & how to maximize their potential, understanding taxes & how to utilize them to save money, managing investment risks, and more - in this 2-day class. $55 single/$20 for 2nd family member.

Plan for retirement, organize finances, & develop a personalized plan that empowers you to reach your long-term goals. Topics: how to best calculate savings needed, employer retirement plans & how to maximize their potential, understanding taxes & how to utilize them to save money, managing investment risks, and more - in this 2-day class. $55 single/$20 for 2nd family member.