| Wed, Oct 16 |
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Essential Guide to Buying Your Home
Want to negotiate the best deal on your home? Let us help you! Learn how to access government grants, obtain first-time buyer programs, avoid the lemons and save thousands. Instructor will walk you through, step by step, the best process for going about maximizing your money and having the lifestyle you want. -
Legal Aspects of Starting Your Own Business
Filling out and filing a form with the Secretary of State is just the first step in owning your own business. This class will present the proper and legal way to organize your own business in order to preserve personal limited liability and taxation choices. Learn about the various forms of legal entities (corporation, LLC, partnerships and sole proprietorship) and the advantages and disadvantages of each. Learn how to minimize your self-employment taxes and the history of corporations and LLCs. Arm yourself with the information you need to be a savvy business owner. -
Maximizing Your Social Security Benefits
Deciding when to collect Social Security benefits will be one of the most important financial decisions you make, with lifetime consequences. It is essential to understand all your options and make a prudent decision. Because Social Security is a complex program, many individuals miss out on thousands of dollars in benefits. Do not rely on the Social Security Administration to give you personalized guidance on your situation. Each person’s situation is unique. Let us help you start your journey. -
Retirement Planning Today
Blend financial education with life planning to build wealth, align your money with your values and achieve your retirement goals. Learn to manage investment risk, use tax laws to your advantage, make informed decisions about your company retirement plan and estate planning. Couples may attend together for a single fee.“David gives an excellent overview of just what is important for each of us to know to prepare for our retirement years.” - Participant, Fall 2018 -
Revocable Trusts
A Revocable Living Trust may not be for everyone, but for many people, taking the time to secure a Trust now can save time, money, and frustration for their loved ones in the future. Learn what a Revocable Living Trust is, how it can help you avoid probate and secure your estate, and how to assess if a Revocable Trust makes sense for you. -
Update and Transform Your Home to Sell: Tips From the Pros
Planning on selling of your home? Attend this fun and informative (NO-pressure) workshop. Learn trends & money-saving techniques that will transform your home on a budget. Sean & Blanca will show you before/after pictures & case studies on how home sellers have made an additional $20k-$50k more when they follow these strategies.
