Everyone looks forward to their honeymoon, but what about the "moneymoon"? Whether you are getting married or have been married for decades, come and learn. Creating a few simple programs in your relationship can lead to nuptial and financial bliss in the long run! Plan for the unexpected and eliminate debt. As a couple, create a total financial strategy. Your spouse or partner is highly encouraged to be with you.

Are you uncertain about the right time to take Social Security benefits or how it fits into your overall financial plan? Whether you are a few years away from retirement or getting ready to retire, this class is designed to provide you with essential knowledge in this area. By attending, you will gain a better understanding of what Social Security entails and how it plays a crucial role in your retirement strategy. This class aims […]

Learn how to keep more of your hard-earned income by exploring tax-free investing strategies. This course provides a comprehensive overview of various methods and investment vehicles that can legally and ethically minimize tax liabilities. Gain insights into tax-efficient investment strategies, leverage tax laws to your advantage, and make informed decisions to optimize your income and wealth preservation.