Courses

By the end of this class, you will know how to define your retirement lifestyle, understand your income needs and create your own personal retirement checklist.
How can you ensure your estate is passed on according to your wishes after you are gone?  This class will give you an overview of estate planning and address the preparation and uses for power of attorney, advanced directives, trusts and wills. 

This course contains no sessions at this time.

How can you ensure your wishes are carried out when you are gone? Find out why living trusts are essential regardless of wealth.
This course is an in-depth look at the financial system our world could be moving towards, called the Cryptocurrency System. Learn what you need to know about how Bitcoin and other cryptocurrencies work and the technology behind them. Gain a conceptual foundation to safely navigate and trade these markets. Learn how to read ICO's (Initial Coin Offerings) and White Papers that help when it comes to investing in this new technology. Great way to get your questions answered about cryptocurrencies.
Learn what you need to know before it's too late to make the most of your Social Security! Most Americans pay into Social Security for the majority of their lives.
Create a clear picture of YOUR retirement dream along with the plan to live it. Your unique life experience has provided you with a strong foundation for planning the next chapter. Leslie Koc, skilled coach and facilitator, will guide you through assessments and interactive activities to help you rediscover your strengths, revisit your personal values and create a plan for balance, growth and joy.
With guidance from a professional and an easy-to-use software program, you can save thousands of dollars and be better prepared for your future. You will have rare access to the #1 financial planning software in the industry to ensure that you leave this class with a comprehensive personal retirement analysis.
Discover the risks and rewards of real estate investments. Students will learn how to source, evaluate and manage different types of real estate. Understand the purpose of a pro-forma and the pros/cons of active vs. passive investing. Class will discuss what to look for in a property condition inspection and potential red flags.
Learn the details of the new Tax Law and how it may affect your personal tax situation. Discussion will include the new tax brackets, standard deductions, state and local tax deduction limitations, business tax credit, child tax credit, AMT, and ACA changes.
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.
Explore advanced stock market security analysis from a holistic perspective with a professional money manager with over 20 years' experience. Jesse Felder will show you how to effectively analyze individual stocks utilizing fundamental, technical and sentiment approaches.