Taught by an instructor with over three decades of experience in insurance, financial services, and community-based social services, this class is designed for beginners and retirees looking to start generating recurring income. Delve into the financial world from the perspective of ownership and sales, learn e-publishing and print-on-demand with the support of artificial intelligence, and discover how a home-based business can create consistent, reliable cash flow.

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.

This class goes beyond the limited boundaries of wills and trusts, empowering families in developing a comprehensive plan for the long-term care and financial security of their dependents with special needs.

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

This class provides students with a comprehensive overview of the government benefits and programs available to support their loved ones

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.

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.