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Upcoming Dates

Event

February Retiree Payday

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

How to Choose Financial Professionals

Course Information

Location: Online Webcast

Participants will gain important skills to better screen and select financial advisors/planners, portfolio managers, brokers and brokerage firms, tax professionals, attorneys, insurance agents, and financial institutions.

Highlights:

Board Meeting

2021 March Board Meeting (Board/Staff Retreat)

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

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

March Retiree Payday

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