Financial Classes for Dummies
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Online Classes Offered
While many financial concerns may be similar among women and men, there are unique challenges that must be addressed for women specifically in retirement.
Do you know the challenges and how to overcome them?
2018 Tax Strategies
Think understanding taxes is just for CPAs or accountants? What if understanding the new tax laws could minimize your tax burdens and build a sustainable income strategy?
Take advantage of the new tax laws in our uncertain economy.
Retirement Income Planning
Do you know much risk you should take with your nest egg?
People are living longer than ever. A typical retirement plan should last at least 20 years and most individuals will still run out of money.
Will your income be enough to satisfy your lifetime needs?
How to Choose an Advisor
Have you ever wondered what the difference is between financial advisors and why there seem to be so many of them?
How do you know if you can trust the individual you have chosen to guide you on your financial journey?
Learn some time honored tips and tricks to make sure you have the best for your future and family.
Creating Tax Free Income
What if you could stop paying high interest rates on loans for cars, homes, or student loans while, at the same time, generate tax free income for retirement?
How could you benefit from becoming your own banker?
Have you ever wondered if your assets are organized in a way that can maximize their potential to create retirement income? Have you considered the consequences if your assets are exposed to too much risk?
It is up to you to decide if the risk is worth the reward.
What is the color of your money?
Do you consider yourself to be a knowledgeable investor? Are you investing in the best areas to maximize your potential returns?
Or are you just hoping your current situation pays off in the long run?
Answer these questions and more in this exciting class.
Importance of Technology
Have you ever thought about how important technology is to safeguarding your finances?
Think your financial adviser should do the same?
Learn more about some of the leading technologies out there to help protect your financial future.
Social Security Strategies
Did you know a person who has never contributed to social security can receive up to 50% of their spouse’s benefit?
Do you know what happens to your social security income when one spouse passes away?
Learn how pensions, 401k and Social Security all work together.
Death of a Spouse
No one likes to think about, much less plan for the passing of their spouse.
But there are important steps to take before and after this life altering event.
Learn these strategies and take steps to plan ahead.
Legacy Planning Mistakes
Are your beneficiaries designated correctly and up to date? Failing to update beneficiaries is one mistake that may have far-reaching consequences on the wealth you plan to pass on.
This is just one of many mistakes individuals find themselves making when creating an estate plan.
Rainy Day Money
Although it is difficult to plan for unexpected health costs, having a plan for the rainy days can help put you at ease and allow you to enjoy the sunny days even more.
Find out more about how life insurance can not only assist with health care costs, but can do so much more.
Long Term Care
Just over one half of all individuals who reach the age of 65 will need Long Term Care in their lifetime. With annual cost ranging from $43,000 to $164,000 for these services – are you prepared?
Join veteran, Aaron Eisenach and learn strategies to handle long term care. Don't be a burden on those you love the most.
Company Retirement Plans
Many of us safe for retirement utilizing our company's retirement plan. But do you really understand how your plan works and how to capitalize on its earning potential?
In this class we will discuss the most common types of retirement plans and provide helpful insights on how to manage this important asset.
Buying your first home or moving into your last? Real Estate in Colorado is BOOMING!!
Learn important facts about selling your home and what to watch out for in your next purchase from Real Estate expert, Diane Peltier with Sellstate ACE Realty.
Buying a home is the single largest purchase most individuals make. The more you know about your options, the easier it is to arrange financing to meet your needs.
Learn to get the financing you need from experienced mortgage lender Marina Lewallen.
Property & Casualty
Think choosing insurance is all about price? Ever wonder if you are really covered from life's unforeseen events?
Will you really recover if the unexpected should happen? Join American Family Insurance agent, Christina Dabney, as she presents strategies to help prepare you for and recover from the unexpected.
Budgeting & Debt Reduction
Looking to become truly financially independent?
In this class, learn a step by step system to teach you the financial facts of life no one may have taught you before and eliminate your debt in as little as 5-7 years (including your mortgage)!
Taught by our seasoned finance professional Marina Lewallen.
If you are like most Americans, navigating the Medicare system can be a challenge. With Parts A-D, Medicare Supplement Plans A-J, doughnut holes, gaps in coverage and rotating prescription drug plans, it is enough to confuse even the most intelligent among us.
Learn from expert Liz Tredennick on how to navigate these turbulent waters.
Your education is important to us. We are continuing to develop new content in the following areas:
Legal Aspects of Retirement
Advice from your CPA
Planning for LGBT