6 Results
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6 Steps to Legacy Planning for the GenerationsMoney MattersEstate planning doesn’t have to feel intimidating or impersonal. In this practical class, you’ll learn how generational planning helps individuals share more than money your wishes, stories, and values—so the next generation has clarity and direction. You’ll see what happens when a legacy isn’t planned, how to plan for sudden incapacity, and how to successfully transfer both tangible and intangible wealth. You’ll leave with a simple six-step process and a clear next step you can take immediately. You don’t need to be wealthy to benefit; you need to be clear. Whether you’re 45 or 75, this framework helps you align paperwork, people, and purpose.Winter-Spring 2026 -
First-time Buyers Learn How to Buy a Home Using Special Loans, Grants & First Generation Home Funds!Money MattersWe will review the process of buying a home from A-Z and discuss unique funding that is only available to YOU- a first-time buyer. With one program, it is possible to buy a home for as little as $1000 of your own funds. You are generally a first-time buyer if you have not owned a home in the past 3 years.Winter-Spring 2026 -
Starting SoonGetting Long-Term Care Planning Right: New Approaches for People at All StagesMoney MattersAt this workshop, you will learn: Why aren’t people planning for this critical retirement challenge? 9 reasons people have mistakenly overlooked LTC planning The emotional and financial risks people face when they don’t have a LTC plan Why long-term care is more than the popular image of a lonely person in a nursing home The dramatic misunderstanding most people have about who will need LTC Why Medicare or Medicaid probably isn’t going to pay for your long-term care Why, even if you qualified for LTC under Medicaid, you might not get the care you need The five settings for long-term care Myth: Medicare will pay for LTC. Find out why this probably isn’t true for you Why it’s understandable that people haven’t adopted a LTC plan in the past Why original LTC insurance didn’t always work out well for all involved How regulators have made key changes in LTC insurance over the last decades 9 flexible approaches people should consider when creating their own LTC plan 4 key ideas that explain why it makes sense to have a LTC planWinter-Spring 2026 -
Ladies Only: Your Strategic Guide to Maximizing Social Security BenefitsMoney MattersDid you know that women face unique challenges when it comes to maximizing their Social Security benefits? Understand key Social Security provisions like: How to qualify for spousal and survivor benefits off your husband's record, Increasing your payments by delaying claims as long as possible, Managing the earned income limits if you continue working, Collecting on your ex-spouse's record after divorce, Minimizing taxes on your Social Security income in retirement.Winter-Spring 2026 -
Social Security for Couples: Maximizing Your Benefits TogetherMoney MattersAre you and your spouse nearing retirement age? Learn how to get the most out of your Social Security benefits as a couple.Topics include: How marriage impacts Social Security, Deciding when to claim, Coordinating with other income sources, Taxes and Social Security, Working while receiving benefits, Techniques higher-earning couples can utilize. This class is essential for married couples wanting to ensure they receive their full share of the Social Security benefits they've earned.Winter-Spring 2026 -
Taxes in RetirementMoney MattersIn retirement, your tax rate may vary widely over the years based on the timing and order. Learn about the following: The critical tax question you must answer BEFORE retirement, What the Social Security “tax trap” is and how you can avoid it, Why tapping assets in the wrong order can trigger higher Medicare premiums, The four stages of retirement and important tax actions in each stage, and Mistakes to avoid when it comes to your investment portfolio, health care, and estate.Winter-Spring 2026