Jan 20, 2019 |
It is estimated that a 65-year old couple will spend about $250,000 during retirement on healthcare expenses. This includes insurance premiums and out of pocket cost. This can be a big drain on retirement income. With careful planning, this number can be reduced allowing for a more enjoyable retirement. This workshop will discuss ways to manage this cost and discuss how Medicare really works. All retirees after age 65 must go on Medicare. Find out what is covered and what is not. Women often spend more on medical care than men because of their longer life expectancies. These are important topics for anyone approaching retirement. One (1) session, Wednesday evening. Class size limited to twenty...
Jan 14, 2019 |
Many people do not understand how to make decisions about investments in their 401k plan. This session will offer information on how a plan works and how to choose the best investments for you and your family. A 401k is an important retirement asset that must be handled to provide retirement security. This easy to understand workshop will empower you to make better choices that could affect years of retirement income. You are more responsible than ever to manage your own retirement. Why not be prepared to make the best choices? One (1) session, Wednesday evening. Class size limited to twenty...
Jan 14, 2019 |
Class rescheduled for Tuesday, February 5th! If you will be retiring in 2019, you should attend this workshop. Important topics being discussed are Social Security, health care, taxes and more. You must make sure to have the income necessary and the flexibility to handle life’s surprises. Eliminate the surprises and have the best retirement possible. Bring your spouse and get the answers. You have worked hard to get to retirement now develop a plan to enjoy it. One (1) session, Tuesday evening. Class size limited to twenty...
Jan 14, 2019 |
In three hours, based on the same income you are earning today, you can fully learn to take control and eliminate your debts quickly. The concepts apply easily whether you are earning $30,000 or $330,000. In this three-hour workshop you will use your own debts and calculators to see how to shave decades off your mortgage and credit cards; and develop a wisely focused plan of reducing student-loan debt. Lending institutions have camouflaged agendas that leave you feeling empty-handed at the end of the month. There are industry secrets that are kept from you and options of which you should be aware. This workshop opens the pathway to reverse the convoluted burden of compound interest. Its simple math renews hope for days when you will have extra cash in your pocket and your accounts. Doing nothing will damage your financial future for many years to come. Bring your personal debts and calculators. Spouses attend free and skeptics are welcomed! Invest in Your Debt and Spend Smart textbooks are included. One (1) session, choose Monday morning or evening. Class size limited to ten...
Aug 15, 2018 |
This informative workshop looks at all the main elements of retirement planning; coordinating Social Security choices, health care, tax planning and more. Explore the key areas fundamental to insuring your retirement is the best it can be – including having a trusted advisor to help you find solutions that work for you! One (1) session, choose Tuesday afternoon or evening. Class size limited to twenty...
