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Instructor: Adam Elroy

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Courses by this instructor

Charitable Giving Strategy

Whether you're considering a one-time donation or making ongoing gifts, integrating charitable giving into your overall financial strategy may yield greater benefits for the charity (in the form of more money) and to you - as a tax deduction. Gaining a basic understanding of how charitable giving may affect your taxes can help you get the most from your giving strategy.
Tuesday, April 21, 2026, NEC*N101

Creating Long-Term Income from Dividend Stock

During this session, we will learn how investing in companies that pay a dividend per share can create a income check that can potentially increase every year.
Tuesday, March 17, 2026, NEC*N101

Creating Your Retirement Income Stream

You've spent years investing so you can retire on your terms, but as retirement nears, the purpose of your portfolio will begin to change. It no longer has to get you to retirement; it has to get you through retirement. And as your regular paychecks stop, you'll need a strategy to help provide for your income needs throughout retirement.
Tuesday, March 31, 2026, NEC*N101

How Are My Investments Taxed?