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Upcoming Dates

Board Meeting

2021 October Board Meeting

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

Event

The Estate Planning Process
(formerly Estate Planning: Understanding the Basics)

Course Information

Location: 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 terminology used by 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: 

Event

October Retiree Payday

Event

Building Your Wealth
(Retirement Planning for Mid-Career)

Course Information

Location: Online Webcast

Participants who attend this course will learn key concepts in building wealth, planning for retirement, and understand common investment options.

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

Course Information

Location: 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

Veterans Day – Office Closed

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