Creating a Legacy That Lasts

Give a man a fish, and you feed him for a day. Teach him how to fish, and you feed him for a lifetime.

This class will examine the pros and cons of gifting assets to family members now compared to after your death, all while maintaining your financial independence. We will discuss how best to pass your assets and your values to future generations. We will also present solutions for a variety of goals you may have, and explain different strategies that can help you achieve each one. Grandparents, parents, as well as their adult and young adult children and grandchildren are all welcome to attend.

When: Tuesdays, November 5, 12 and 19
Time: 6:30-8:30 PM

This class has ended. Contact us if you’d like to learn more about this class for your organization.

Understanding Retirement Accounts

Whether you are just beginning your career or nearing retirement, how you set up and manage your retirement accounts can have far-reaching effects. Because there are many types of accounts, it’s helpful to understand your options and how they work, so you may achieve the greatest long-term benefit.

One size does not always fit all; present finances and obligations as well as individual goals should always be considered. When selecting the retirement account that is right for you, critical questions need to be considered, such as: Should young workers who are buying homes and raising children contribute to a 401k, and how much? What steps can pre-retirees take today to lessen their tax obligation on future distributions? Which retirement accounts allow accessibility through loans, or in the case of hardship? 

Learn the answers to these questions and more in this informative course on Understanding Retirement Accounts.

When: Tuesdays, October 15, 22, 29 and November 5
Time: 6:30-8:30 PM

This class has ended. Contact us if you’d like to learn more about this class for your organization.