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Upcoming Dates

Event

Retirement Planning for All Ages

Course Information

Location: 455 County Center, Room 101 – Redwood City

Working professionals at any stage in their career can get better-prepared for retirement with this class. Participants will be able to assess their current financial situation, estimate their retirement needs, and create an investment strategy for meeting those needs.

Highlights:

Event

February Retiree Payday

Event

Creating and Managing Wills and Trusts

Course Information

Location: 455 County Center, Room 101 – Redwood City

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.

Highlights:

Event

Buying a Home

Course Information

Location: 455 County Center, Room 101 – Redwood City

This class is recommended for first time home buyers who desire a general  overview of how to go about searching for a home, analyzing affordability, financing, offers, contingencies, and closing.

With this class, you will develop a general understanding of the process involved in purchasing a home. By working through interactive course exercises, participants will be better able to monitor their home purchase transaction.

Event

Investing in Real Estate (Online)

Course Information

Location: Online Webinar

Participants attending this course will develop a general understanding of real estate investing. By working through course exercises, participants will be better able to make decisions investing in real estate.

Highlights:

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