Modern Retirement Planning

This is a comprehensive course designed to address retirement issues in an unbiased, educational environment.  This course will provide you with the pros and cons of many popular strategies.

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Estate Planning

Financial Educators and the Estate Planning Team can help you defer capital gains taxes without reinvesting in a replacement property through the use of a Deferred Sales Trust.

Savvy Social Security Planning

Social Security can be a big part of retirement income.  Understanding Social Security benefits is not easy and mistakes can be costly.  We provide answers to some of the most common questions associated with Social Security and the benefits it provides. In this class you can learn about: file and suspend – claim now or claim more later – divorce and survivor benefits.

FINANCIAL EDUCATION