Planning Your Retirement / College Funding

*If you are interested in a College Funding or Planning Your Retirement Class please click one of the following links below!


Topic / Location Date Time

*Planning Your Retirement Location and Date coming Soon!


*College Funding Location and Dates Coming Soon!


About Planning Your Retirement:

What You Will Learn?

  • Why so many retirees are in danger of outliving their money, and steps you can take to help avoid it.
  • How to properly plan for rising healthcare costs, inflation and higher interest rates during retirement.

Who Should Attend?

  • Individuals and couples between the ages of 50 and 70.

Why Now?

  • The 6 basic traditional rules of thumb for retirement may no longer apply.


About College Funding:

What You Will Learn?

  • How to navigate the confusion caused by the recent FAFSA deadline changes
  • How to send your child to an expensive private college for less than a state school
  • How to pick the right schools that will give you the best financial aid packages
  • How the U. S. Department of Education calculates your Expected Family Contribution (EFC) and which assets are taken into consideration
  • How to create a plan to pay for college in a failing economy without relying on 529 plans, expensive private student loans or raiding your retirement accounts
  • How to lower your “out- of- pocket” costs and get the maximum amount of financial aid from each school
  • How to increase your college- related tax deductions and tax credits