Modern Retirement PlanningTM (MRP) is a six hour educational course covering the lastest concepts and stragies for structuring a successful retirement plan. Everyone needs a solid understanding of what it takes to plan for retirement that could easily span 20 to 30 years. Learn what you can do to enjoy your retirement years. Couples my attend together with a single registration payment!

Take control of your financial future with our engaging Financial Literacy class! Over four dynamic weeks, you'll learn essential skills like budgeting, saving, understanding credit, and managing debt—everything you need to build a solid financial foundation. Each session is packed with practical tips and real-life strategies that make financial concepts easy to grasp and apply. Whether you're just starting your financial journey or looking to sharpen your existing skills, this class will empower you to make informed decisions and set achievable goals for long-term success. Join us and unlock the keys to financial freedom!

Winning the money game is possible at any age, whether you’re 30 or 60. In this workshop, you’ll discover powerful financial strategies that can help you take control of your money, make a plan, and build long-term wealth. From budgeting and saving to smart investing, you’ll gain the knowledge you need to make confident financial decisions and set yourself up for success—no matter where you are in life. Led by an instructor with 25 years of experience in the investment field and managing over $40 million in families’ wealth, you’ll learn from someone who has built a dynamic team of licensed financial professionals and knows what it takes to succeed.

Confused about Medicare? This one-session class breaks down everything you need to know! We'll cover the basics of Medicare, Medicare Advantage, Part D prescription plans, and Medigap policies, helping you understand your choices and how they work. Whether you're new to Medicare or just looking for clarity, this class will equip you with the knowledge to make informed decisions. Choose one of four convenient sessions and take control of your healthcare with confidence! Perfect for individuals approaching Medicare or assisting loved ones with their options.

Do not lose out on thousands of dollars by making uninformed choices. Whether you are single, married, divorced or widowed, understand your options and how to maximize your lifetime benefits. Find out what most people do not know about taxes and your social security payments. What does work while receiving benefits do to your monthly social security benefit. Find out how Medicare and annuities relate to social security. Learn the answer to these and other questions.

Plan for the retirement you deserve! This finance-focused class covers the essentials to help you retire comfortably and confidently. Learn how to maximize your income during retirement, make the most of Social Security and Medicare, and develop a solid estate plan. Whether you're nearing retirement or planning for the future, this class provides practical tips to ensure long-term financial security and peace of mind. Don’t leave your future to chance—take control with the right strategies today!

Confused about Medicare? This one-session class breaks down everything you need to know! We'll cover the basics of Medicare, Medicare Advantage, Part D prescription plans, and Medigap policies, helping you understand your choices and how they work. Whether you're new to Medicare or just looking for clarity, this class will equip you with the knowledge to make informed decisions. Choose one of four convenient sessions and take control of your healthcare with confidence! Perfect for individuals approaching Medicare or assisting loved ones with their options.

Preparing for long-term care is one of the most important steps in securing your financial and healthcare future. This class will cover essential strategies, including Medicaid planning, asset restructuring, and long-term care insurance, to help protect your wealth and ensure you have the resources to meet future needs. Learn how to navigate the complexities of long-term care options and create a plan that safeguards your assets while ensuring you or your loved ones receive the best possible care. Don’t leave your future to chance—start planning today for peace of mind tomorrow!