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Upcoming Dates

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: 

Board Meeting

2022 August Board Meeting

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

Event

Money Management

Course Information

Location: Online Webcast

Participants will learn how to make better spending decisions, get out of debt, build and maintain a good credit record and stay on track with their financial goals.

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

Highlights:

Event

August Retiree Payday

Event

Labor Day – Office Closed

Event

Successful Retirement Living

Course Information

Location: Online Webcast

Participants will be able to plan for a successful transition from work life into a comfortable and secure retirement.

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

Highlights:

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