Recognize possible issues, prevent fraudulent activity and protect yourself or a loved one if fraud occurs. Fighting financial fraud starts with education and communication between family members and their financial professionals.

Considering a move to new construction? Learn what to expect from floor plans and builder options to timelines, hidden costs and coordinating your current home sale or lease for a smooth transition.

Home buying can be a stressful experience with a lot of new information. This course will equip you with the skills and knowledge needed to successfully purchase your first home. Learn about realty planning, mortgages, real estate searches, home inspections and more.

Home buying can be a stressful experience with a lot of new information. Gain the skills and knowledge needed to successfully purchase your first home. Learn about realty planning, mortgages, real estate searches, home inspections and more.

Discover fundamental principles, tools and techniques necessary to navigate the complexities of retirement planning in today's dynamic financial landscape. In this class we will cover some of the most common concerns among modern retirees including why a financial plan is important, identifying your best strategy for Social Security, how to keep your Medicare premiums to a minimum, when and how to withdraw money from different accounts and most importantly, tax planning throughout retirement.

Procrastinate no more! No matter what your age, give your loved ones an important gift by creating two legal documents - a Health Care Directive and a Power of Attorney. A Health Care Directive (akin to the old "Living Will") is a legal document that communicates your healthcare wishes and allows you to name someone to make healthcare decisions for you when you cannot speak for yourself. A Power of Attorney allows you to choose someone to handle your finances and property and is effective immediately upon signing. In this class, you will prepare both of these documents so you won't end up without these important legal plans in place. Leave class with two notarized documents and give yourself and your loved ones peace of mind.

Planning for retirement? Learn how to replace your paycheck with multiple income sources, explore key financial considerations and discover strategies to make your money last through every stage of retirement. Topics Discussed: Why you need a retirement income plan 6 questions to ask before you retire How to determine how much income you will need in retirement The 4 primary sources of retirement income 4 popular withdrawal strategies and the pros and cons of each How retirement income is taxed 5 tax planning strategies in retirement A retirement income action plan

Considering an EV or already own one? Learn essentials of purchasing, charging at home and on the road, using fast chargers and confidently planning everyday driving and road trips. In the first two hour session, we will meet as a class virtually. In the second session, we will meet at a DC fast charger location to provide hands-on experience in using them. Students will practice charging with the instructor's two EV's (and if the class has any others) before retiring to a coffee shop for Q&A.

Learn to create and automate income-generating products with ease. Discover over 50 ideas, build irresistible offers, master passive sales systems and turn your ideas into a 24/7 income stream.

Learn to create and automate income-generating products with ease. Discover over 50 ideas, build irresistible offers, master passive sales systems and turn your ideas into a 24/7 income stream.

The road to your future and dreams will require a solid saving and investing strategy. Discover ten principles of investing and what you can do to avoid common mistakes.

Build confidence in your financial future by learning retirement income planning, creating sustainable strategies, managing investments, minimizing taxes and evaluating Roth conversions for clearer direction and stronger long-term security overall.

Discover how to save daily with extreme couponing! Learn to find coupons, use top apps and websites and match deals for the biggest savings in this practical, money-saving workshop.

Tackle the pitfalls like probate delays, shortcomings with real estate, miscues with your financial assets, guardianship issues and other potential challenges so you and your family can avoid common mistakes.

Ready for retirement? Discover how to maximize your income with smart planning. This engaging class covers essential Social Security and Medicare strategies to help you retire confidently and make benefits work for you. Social Security Topics Discussed: 5 factors to consider when deciding to apply for benefits When it makes sense to delay benefits and when it does not How to estimate your benefits Innovative strategies for coordinating benefits with your spouse How to minimize taxes on Social Security Benefits How to coordinate Social Security with your other forms of retirement benefits Medicare Topics Discussed: How Medicare enrollment periods work – and what you need to do to avoid late-enrollment penalties How much you can expect to pay in healthcare costs after going onto Medicare How Medicare works with private insurance to provide comprehensive coverage Why most people pay too much for private insurance and how you can avoid excess costs Why you must plan for higher healthcare costs in retirement – including the possibility of needing long-term care

Manage retirement taxes by strategically timing and sequencing withdrawals from various income sources, applying tax rules efficiently to minimize rates, protect savings and maximize returns for long term financial security. In this class, you will learn: The critical tax question you must answer BEFORE retirement The surprises that often make retirement more expensive 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 Why you need to manage taxes even before you retire The four stages of retirement and important tax actions in each stage, including tricky IRA challenges Mistakes to avoid when it comes to your investment portfolio, health care, and estate

Learn valuable information to solve perilous family estate planning challenges. Discover the difference between wills and trusts and how to successfully transfer assets. Protect your estate both now and after you're gone. Topics Discussed: Probate avoidance strategies How to reduce or eliminate taxesWhat TOD, POD and TODD mean and why they are importantPower of attorney and health care directivesMinor or special needs childrenBeneficiary designations