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Upcoming Dates

Event

Elevate Your Legacy: Exploring Wills & Trusts

Course Information

Location: Online Webcast

Date: Monday, 4/15/24

Time: 10:00 am – 12:00 pm

This course offers an in-depth exploration of wills, specialized trust types, and intermediate-stage concepts, equipping you with the knowledge to optimize your estate management strategies. Build upon your understanding of wills and trusts to secure a prosperous legacy.

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

Board Meeting

2024 April Board Meeting

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

Event

April Retiree Payday

Event

Retirement Readiness: Planning for All Ages

Course Information

Location: Online Webcast

Date: Tuesday, 5/7/24

Time: 11:00 am – 1:00 pm

This course offers a comprehensive exploration of retirement planning tailored to individuals of all ages. Whether you’re just starting your career, mid-career, or approaching retirement, you’ll gain insights and strategies to secure your financial future.

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

Event

Money Moves to Manage Inflation

Course Information

Location: Online Webcast

Date: Wednesday, 5/15/24

Time: 10:00 am – 12:00 pm

In today’s world of soaring prices, financial savvy is your secret weapon. This course equips you with powerful strategies to not only stay ahead of inflation but thrive in its face. Unearth smart saving techniques, craft realistic goals, vanquish debt, boost your income, and fine-tune your investment portfolio for maximum impact. Don’t just survive inflation; let’s make your money work for you!

Event

Memorial Day – Office Closed

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