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Upcoming Dates

Event

Estate Planning – Understanding the Basics (Online)

Course Information

Location: (updated 3/16/20) Online Webcast

Participants will gain a better understanding of the estate planning process. They will learn about an easy three-step process to set up an estate plan. In addition, this course will help simplify the terminology used by the financial planning and legal professions.

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

Highlights: 

Board Meeting

2020 April Board Meeting

Board meeting materials will be available on the Wednesday prior to Board Meeting Day.

Event

April Retiree Payday

Event

Financial Planning for Your Future (Online)

Course Information

Location: (updated 3/16/20) Online Webcast

Participants will learn how to set financial goals, create a savings plan, and plan for financial independence.

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

Highlights:

Event

Creating and Managing Wills and Trusts (Online)

Course Information

Location: (updated 3/16/20) Online Webcast

Participants will gain a better understanding of the importance of wills and trusts in estate planning, focusing on understanding probate and estate taxation in order to set up and manage trusts more effectively.

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

Highlights: 

Event

Memorial Day – Office Closed

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