2024 Class Schedule

Whether you're in the planning stages or already making the most of your retirement, our classes provide education to help you take control of this chapter of life. Each month, we highlight a different strategy for planning, investing, and thriving in your golden years!

January - Understanding Annuities
February - Tax Efficiency in Retirement
March - Using ROTH! Properly
April - Today's World of Safe Investing

May - Producing in Retirement
June - Paying for Long Term Care
July - Financial Planning for Volatile Markets
August - How Investing Changes in Retirement

September - Essential Estate Planning
October - Finding Unbiased Financial Advice
November - Understanding Required Minimum Distributions
December - Positioning Yourself to Thrive in Retirement

JULY

Financial Planning for Volatile Markets

With volatile markets and rising interest rates, financially navigating retirement can be tricky. We will discover what is changing, why it is changing and how to position yourself for success in retirement.

Wednesday, July 17

Monday, July 29th @ 4 pm PST - CANCELLED

AUGUST

How Investing Changes in Retirement

If you are within 10 years of retirement or in the early stages of retirement, this is for you. We will discover what is changing, why it is changing and how to position yourself or success in retirement.

Thursday, August 1

Wednesday, August 21

Monday, August 26th

SEPTEMBER

Essential Estate Planning

Estate Planning is for everyone! Protect your heirs and your wealth with an organized and efficient estate plan.

Thursday, September 5

Thursday, September 12

Wednesday, September 18

Monday, September 30

OCTOBER

Finding Unbiased Financial Advice

Are you in the market for a financial advisor? Do you know what type of advisor you are looking for? It is difficult to know who to trust in the “financial advising” world today. In this video, Scott walks through the different types of advisors and what to look for in each type. Depending on your age, your investment needs, etc., the type of advisor you choose may look differently than you thought.

Monday, October 3

Thursday, October 10

Wednesday, October 16

Monday, October 28

NOVEMBER

Understanding Minimum Required Distributions

Required Minimum Distributions - do you know the basics behind RMD's? Scott is going to explain all things RMD's. Having a basic understand of the accounts needed, the rules behind them and important due dates is essential to optimizing RMD's for your future.

Thursday, November 7

Thursday, November 14

Wednesday, November 20

Monday, November 25

DECEMBER

Positioning Yourself to Thrive in Retirement

We all want to make sure we live comfortably and securely in retirement, but how can we do that? Scott will walk you through the steps you can take and what to keep in mind as you grow your financial portfolio and start to (or continue to) plan for retirement.