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When charting your financial future, start here! Our experts will help you understand investing, retirement, and making sound financial decisions.
 

Elder Law 101 arrow

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Is leaving an estate for your family or charitable cause important to you?   If it is, learn ways to reduce taxes, increase the size of your estate and pass an inheritance to multiple generations, all within IRS guidelines.  

1 session

Instructor : Stephen Foley 

Weekly - Wed 1:30 PM - 2:30 PM (4/18/2018-4/18/2018)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 04/18/18

Tuition: $15.00



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Guide to Retirement Planning arrow

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Income in retirement. A secure retirement is based on the income or cash flow that comes in on a monthly, quarterly or annual basis. Pensions, Social Security and investment income are the primary sources of income. Pensions and Social Security are generally fixed. CD’s pay virtually nothing. Annuities can have big tax consequences and offer little liquidity. Learn ways to safely generate the additional income you may need.

1 session

Instructor : Stephen Foley 

Weekly - Wed 1:30 PM - 2:30 PM (3/21/2018-3/21/2018)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 03/21/18

Tuition: $15.00



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Thinking of investing? What you need to know so you can ask better questions about growing and protecting your wealth.  

1 session

Instructor : Stephen Foley 

Weekly - Wed 1:30 PM - 2:30 PM (5/16/2018-5/16/2018)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 05/16/18

Tuition: $15.00



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Grow your knowledge about the investment world. Ever hear the saying, the big print giveth and the small print taketh away. Learn the basics of what to look for when investing for your financial future and make yourself a smarter investor.  

1 session

Instructor : Stephen Foley 

Weekly - Wed 1:30 PM - 2:30 PM (2/21/2018-2/21/2018)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 02/21/18

Tuition: $15.00



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Making Medicare Insurance Easy arrow

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Medicaid Qualification for Long Term Care arrow

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