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Finance
in Beaver County Classes
Retirement Ready: Unlocking the Keys to Financial Comfort
with Tony Gennaro

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!
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Modern Retirement Planning
with Janet McConnell

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!
Social Security and More!
with Janet McConnell

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.
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Long-Term Care Essentials
with Tony Gennaro

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!
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