Courses

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.


This course contains no sessions at this time.
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, August 10, 2022, 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.


August 15-25, 2022, CHLAB 301
Learn what you need to know to make the most of your Social Security before it's too late!


This course contains no sessions at this time.
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. This course is best suited for those considering retirement in the next few years, or already retired.


October 11-13, 2022, CHLAB 301
November 8-10, 2022, CHLAB 301
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.


Wednesday, July 6, 2022, ONLINE ZOOM
Thursday, August 4, 2022, CHLAB 301
Tuesday, September 20, 2022, ONLINE ZOOM
Thursday, October 6, 2022, ONLINE ZOOM
Wednesday, November 9, 2022, ONLINE ZOOM