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Prepare for retirement and learn key steps to creating a reliable, long-term income stream. We will discuss Social Security optimization, tax management techniques, risk management, and investment strategies to both protect and grow your income during retirement. Don't get caught unprepared for retirement.
May 23-25, 2023, HCC 0140
Find out why living trusts are essential regardless of wealth. This overview of estate planning addresses probate, estate and capital gains taxes, health and long-term care planning, and legal and financial options. Your instructor is a local attorney who specializes in estate planning.
Wednesday, May 10, 2023, CHLAB 301
This course offers an in depth look at all the things we can do on our iPad. By the end of this course students will be able to secure the information on their iPad and navigate through applications and web browsers safely and learn the differences between iPad and a smartphone.
May 15-25, 2023, CHLAB 301
Smartphones can be used for so much more than making a call and sending a text message, they can revolutionize the way we live. In this course, learn how to navigate your phone with ease. Explore tips and tricks for using the built-in features, touchscreen, settings, shortcuts, applications, and more. Course will cover both Android and Apple phone features.
April 17-27, 2023, CHLAB 301
Create a personal retirement analysis through rare access to one of the best financial planning programs in the industry, guided by a CERTIFIED FINANCIAL PLANNER?. Clarify your current path and learn critical concepts to maximize your retirement dollars and align your financial goals with your values. Walk away with clarity and understanding of your unique situation, and personal retirement plan. Register your partner/spouse at the time of registration for an additional $25.
April 25-27, 2023, HCC 0260
Learn the details of recent tax law changes and how it may affect your personal tax situation. Discussion will include tax optimization strategies for gifting, Social Security, HSAs, estate planning and investments including Roth conversions.
Tuesday, April 11, 2023, HCC 0140
Medicare is a critical source of health insurance for 44 million Americans. You need in-depth information on the often-confusing process of the Medicare system to make informed choices with your own, or a loved one's, health insurance.
Thursday, April 27, 2023, ONLINE ZOOM
Wednesday, May 17, 2023, ONLINE ZOOM
Wednesday, June 7, 2023, ONLINE ZOOM
Thursday, July 13, 2023, ONLINE ZOOM
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