Classes are on Thursdays at 10:30 am unless otherwise indicated.
To register and receive email reminders click here.
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Today’s World of Safe InvestingWith rising interest rates, and the current level of market volatility, where do people turn to protect their wealth while still earning something? We will explore ALL investments commonly referred to as “safe” while contemplating their future in this complex market. January 19th at Civic Center |
Tax Efficiency in RetirementThis class is a necessity for all. In this day of rising interest rates and volatile markets, it has become extremely important to become tax efficient in retirement, to maximize what you have. We will review how current taxation works and explore the most common ways to save taxes in retirement. I promise this is not a dry boring tax class. February 9th at Mustang February 16th at Civic Center |
Understanding AnnuitiesWe will explore the different types of annuities available as well as their primary uses while uncovering what is behind some of the lofty promises. This is not a sales event and we will not be speaking on any specific products although we will answer any questions you may have. March 9th at Mustang March 16th at Civic Center |
Positioning Yourself to Thrive in RetirementWith rising interest rates, and the current level of market volatility, where do people turn to protect their wealth while still earning something? We will explore ALL investments commonly referred to as “safe” while contemplating their future in this complex market. April 13th at Mustang April 20th at Civic Center |
Creating Income in RetirementFrom dividend portfolios to annuities this class will dissect what it takes to create sustainable income and review all investments and techniques commonly used. . May 11th at Mustang May 18th at Civic Center |