Bringing Your Financial World Into Order (4 part series)
The purpose of this four-part course is to empower you confidently tackle your own personal financial situation. We will confront: Your tax situation, your retirement plan, your legal plan, and your insurance plan. Participants in this course will have the basic knowledge necessary to plan for, and protect, the financial future they wish to create.
Part I: Enhancing your Tax Situation
The tax code does not come with a strategic manual. Just filling out tax forms will not fully maximize your tax benefits. This take objective planning. In this course we will look at the tax strategies that are available to most taxpayers. We will also look at what items to avoid that may create large tax liabilities.
Part II: Confronting Your Retirement Plans
In this broad course we will look at several topics. We will cover the basics of 401ks and other employer plans. We will discuss what retirement plans are available outside of employers, how much it may take to retire, and an overview of the investment universe.
Part III: What is your Estate Plan
What will you leave behind after you die? You are going to leave something. It could be a well-executed plan, or it could be huge headache for your beneficiaries. In this class we will look at what why it pays to construct an estate plan vs leaving the people you love to pick up the pieces.
Part IV: Insuring it All
What happens when the unthinkable happens? The best thought out plans can be waylaid but life’s unforeseen events. In this course we’ll look at the unexpected events that pose a threat to your long term financial goals.