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EDUCATIONAL WORKSHOPS 

TOPICS INCLUDE

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FINANCE CLASSES

  • Social Security Options
  • Pension Elections
  • Best Options for Divorced Persons
  • Special Survivor Benefits
  • Transferring From Work to Retirement
  • IRA vs 401(K)
  • Reduce Taxes on Social Security
  • Guaranteed Investment Growth Without Risk
  • Debt Solutions and Retirement
  • Retirement Income Options
  • Protecting Assets from Care
  • How to be Lawsuit Proof

ESTATE PLANNIG CLASSES

  • Do I need a Revocable Trust
  • What about Last Will & Testament
  • How to Avoid a Will or a Trust
  • Avoid Disinheriting your Heirs
  • Will I Need a Medical Power of Attorney
  • Durable Power of Attorney
  • What if I list my children as Joint Tenants