Family Life

It’s not what you make; it’s what you keep. This class is will be an overview of tax-advantaged investments such as municipal bonds. We will consider IRAs and how they work with Traditional and Roth IRAs as well as 401K and 403b. Just in time for tax season! Limit 15 students.

This seminar is for those investors that are five to fifteen years from retirement and will address steps needed to prepare for health care costs (including Medicare and long-term care costs) to help ensure their retirement savings stay healthy. Limit 20 students.

Medicare is not one size fits all. Are you new to Medicare? This session will review a wide variety of information to help you navigate the waters. We will review how to obtain Medicare, when you are eligible and many other important topics including supplemental insurance to compliment original Medicare. If you are currently enrolled in Medicare come get a refresher on the basics and better understand the choices available to you and when you can make changes. There are many different products and carriers available as well as various enrollment periods, which give you the opportunity to change your policy if appropriate. Anyone with questions about Medicare will find this class helpful. WILL BE HELD VIA ZOOM IF CANCELLED DUE TO COVID. Limit 10 students.

This class is geared to people who want an overview of investing, including key terms and investment types. We will cover the basic features of bonds, stocks, and mutual funds, and the importance of asset allocation. Most importantly we will focus on the guiding “Why” as we develop strategy, quality, diversification, the long term, and control. Limit 15 students.