This class offers 10 essential steps to creating a comprehensive estate plan. Topics include wills, living wills, power of attorney, beneficiary designations, and more

Introductory program designed to help people understand the key elements of preparing for life after their working years. It covers the foundations of setting long-term financial goals, estimating future income needs, and learning how savings vehicles like 401(k)s, IRAs, and pensions work. Learn about investment basics, risk management, Social Security, tax considerations, and how to create a practical plan that supports both financial security and lifestyle goals in retirement. The course aims to build confidence by breaking down complex concepts into clear, actionable steps so individuals can make informed decisions about their future in Retirement Planning.

Prepare for a secure and confident retirement planning with this comprehensive course. It explores key topics, such as the effects of inflation, taxes, investment basics, types of retirement plans, insurance, and estate planning considerations.

Explore how to use trusts to avoid probate, minimize estate taxes, preserve IRA funds, provide for disabled family members, protect assets from Medicaid, and protect your estate from your children’s creditors.

Curious about preparing for retirement with your CT State Teachers’ Retirement? This class will explain your eligibility for retirement benefits, the key terms you need to know, your retirement benefit payout options, which are pension and annuity options, and your beneficiary options.

Are you confused about recent changes and updates to Medicare? Let us guide you in navigating and understanding the ever-changing world of Medicare and healthcare. 

Learn how to create a budget, save money more efficiently, and develop strategies to tackle debt. By applying the principles of this class, you can achieve financial security.

Designed for those approaching retirement, this class covers estimating retirement expenses and income, paying for healthcare costs, converting savings into income, and creating a practical spending plan.