Personal Finance

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Retirement by Design

with John Byrne

Oct

9

October 9th, 2024

Price not available More Info

Retirement by Design is a presentation that illustrates how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you’ll learn investment strategies to help design the retirement you want. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track.

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Script Your Family’s Future

with John Byrne

Oct

16

October 16th, 2024

Price not available More Info

Do you know where your assets will go when you die? If not, our Preparing Your Estate Plan presentation will help familiarize you with the basic steps of planning for your estate, including the function of a will and the different types of trusts. An estate-planning attorney, Kristy Hapworth of Rudman Winchell, will be presenting at this event.

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Medicare 101

with Courtney Cowan

Oct

8

October 8th, 2024

$5 More Info

Medicare is not one size fits all. New to Medicare? This session will review a wide variety of information to help you navigate the waters. We will review how to obtain Medicare, when you are eligible and many other important topics including supplemental insurance to complement original Medicare. If you are currently enrolled in Medicare come get a refresher on the basics and better understand the choices available to you and when you can make changes. There are many different products and carriers available as well as various enrollment periods which give you the opportunity to change your policy if appropriate. Anyone with questions about Medicare will find this class helpful.