Educational Courses In Your Community

The Financial Planning Courses offered in your community are sponsored or hosted by local Colleges, Universities, Townships, Charitable Organizations and Associations . All sponsors and hosts are Non Profit Organizations and registration fees benefit these entities. The instructors of these courses donate their time and knowledge to the community to give back to those who have given to them.

 

Financial and Retirement Planning without a clear plan is similar to starting a journey without a map. We want you to always understand your financial life and feel a sense of confidence in your future-and we believe education is the foundation. Using real-life examples, these courses will address complex topics and walk you through strategies to help you pursue your goals.

  • All the material presented has been developed by leaders in financial education.
  • The courses offered are strictly educational,free of sales pitches, technical language and without reference to specific financial products and services.
  • The material is presented in a relaxed, friendly environment where your participation and questions are welcome.

Financial Planning Courses is committed to providing financial educational courses in your community on topics including :

Financial and Retirement Planning 

Financial and Retirement Planning can be a life-long process that assists you and your family in taking control of your financial future. We can help you set your financial goals, develop and implement financial strategies, and review your progress on a regular basis. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track.

 

Investment Planning 

Your investments are the engine driving your wealth management, so you should take their strategy and implementation very seriously. Understanding the investment options available will build and implement an investment plan to help you pursue your goals and take advantage of asset building ,income planning and risk management techniques.

Business Continuation and Exit Planning 

No matter if you hope to sell your business or pass it on to future generations, we'll work with you and your other professional advisors to design a strategy around your goals. From your prime earning years to your retirement, we will continually focus on aligning your business needs with your personal financial life.

Retirement Income Planning 

Social Security may not be enough to reach your financial independence goals. Life Expectancies are dramatically increasing, near zero interest rates have been the norm for years , this coupled with a retiring baby boomer generation has made a perfect storm. Planning for an income in retirement is one of the most important parts of financial planning. Learn strategies to maximize your income in retirement and guarantee an the outcome you have envisioned.  

Estate and Trust Planning 

By using various trust and estate planning techniques, you can develop and effective estate plan. Estate planning is not only the documents needed at death - the documents we need while alive can protect and control assets during an incapacity. You can learn how to you protect your assets and ensure their distribution aligns with your goals and values.

Social Security and Medicare Planning 

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. There are innovative strategies for maximizing your benefits. Medicare has become more complex and it is important to know how Medicare works with the insurance you already have and the costs associated with Medicare.

 

Elder Care Planning and Caregiving 

Caregiving is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your family, legacy, retirement and income. This informational course covers what you need to know about caregiving. Learn what every family's number one priority is when creating a caregiving plan and the most overlooked aspects of family caregiving planning. We will discuss some of the best ways to start the caregiving discussion in your family and why now is the best time to start the process. Educate yourself about the key roles professionals play in helping families respond to caregiving challenges.

 

Long Term Care Planning 

Many people think the phrase “long-term care” refers to an insurance policy. While insurance may be part of your strategy, long-term care encompasses everything from long-term services and supports and finances, to where you will live and how you will navigate the myriad of legal, family, and social dynamics along the way.

Insurance and Asset Protection Planning 

You have worked a lifetime to accumulate your assets and having a plan to help protect you from the many contingencies life may bring your way is a critical part of financial planning. Developing a plan to help you accumulate assets, increase your retirement income options and account for lost opportunity costs utilizing tax reduction strategies is very important.The appropriate mix and amount of insurance is essential in order to maintain your financial security during and after any life event.

Tax Reduction Strategies 

Ultimately, the less you pay in taxes, the more money you'll have. Reducing your tax liabilities is one of the best ways to preserve your assets and protect your portfolio growth. There are many sophisticated tax-reduction strategies and  you should always consider an investment's tax repercussions before making any recommendations.

 College Savings and College Planning