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Upcoming Dates

Event

Understanding Federal Income Taxes

Course Information

Location: Online Webcast

Gain a better understanding of key provisions of the current tax law through relevant, real-life illustrations, and workbook exercises. Participants will learn the tax implications affecting retirement, investments, homes, charitable giving, education, and dependents.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights: 

Event

Tax Planning Strategies

Course Information

Location: Online Webcast

Gain a better understanding of tax reduction strategies based on current federal tax law through relevant, real-life illustrations, and workbook exercises. Participants will learn the tax implications affecting retirement, investments, having a personal business outside of regular employment, and charitable giving.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

Highlights: 

Event

Understanding Social Security and Medicare

Course Information

Location: Online Webcast

Learn how to sign-up and receive Medicare and Social Security benefits and how to integrate and maximize those benefits when planning for retirement.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of this class.

Highlights: 

Event

Christmas Day – Office Closed

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