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Financial Education Courses

Financial Education Workshops

Financial Education Work shops

Our Financial Education Courses are designed to help individuals and families better understand the strategies, concepts, and choices that shape a successful retirement. Each course focuses on practical, real‑world retirement topics—from income planning and tax awareness to Social Security, Medicare, and legacy considerations—presented in a clear, approachable way.

Explore the topics below to see how financial education can strengthen your retirement planning, improve clarity around key decisions, and help you move forward with confidence.

Social Security Benefit Options Workshop

Learn how to avoid the most common Social Security claiming mistakes and understand how your benefit election fits into your overall retirement plan. This class focuses on coordinating Social Security with other income sources so it works for your retirement, not against it.

Medicare Basics & IRMAA Awareness Workshop

Get a clear understanding of how Medicare works, including Parts A, B, C, and D, and when to enroll. We will also cover how to avoid costly IRMAA surcharges, which for some retirees can be as much as their Social Security benefit, through proper planning and income management.

Retirement Income Planning Workshop

Discover how much money you need to retire comfortably and confidently. This class teaches you how to structure reliable income streams, account for inflation, and make your savings last throughout retirement while supporting your personal goals.

Living Tax-Free: Strategies for Lower Taxes in Retirement Workshop

Learn strategies to reduce, or even eliminate, federal income taxes in retirement. We explore how to move toward the 0% tax bracket through smart income planning, tax-efficient withdrawals, and proactive tax strategies.

Estate Planning Workshop

Understand who will benefit from your estate and how to ensure your wishes are carried out. This class covers foundational estate planning concepts, techniques to help minimize estate taxes, and
common estate freeze strategies designed to preserve wealth for future generations.