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A Closer Look at Your Social Security Benefits
Learn your Social Security options, as well as how to create an income strategy that bridges income gaps. This program also addresses Social Security eligibility; how Social Security benefits are calculated; benefit options for spouses, survivors, and divorced individuals; and strategies to increase Social Security income.
Teacher: Paul Dickens
Course Fee: $20 (Max 20)
Date: Thursday, October 31
Time: 6:00 - 7:15 p.m.
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Inflation Risk Protecting Your Retirement
An in-depth discussion of today’s top investor concern – inflation. After decades of low inflation, today's retirees are faced with inflation at a 40-year-high. We explore the challenge of inflation in the typical retirement and how retirees can be better prepared to address inflation in their retirement strategy.
Teacher: Paul Dickens
Course Fee: $20 (Max 20)
Date: Monday, November 4
Time: 6:00 - 7:15 p.m.
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Is Your Financial House in Order
People don’t plan to fail; they fail to plan. Planning for retirement is an intimidating task, and it requires the right steps to be made today to ensure security, tomorrow. Join us as we dive into assessing your current financial situation, setting your priorities, and securing your financial future. Learn more about creating/updating your financial plan and the different products that should be involved. Make a commitment to save, account for the unexpected, and start impacting your future.
Teacher: Paul Dickens
Course Fee: $20 (Max 20)
Date: Tuesday, September 24
Time: 6:00 - 7:15 p.m.
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Making the Most of Your IRA
How do retirees get the most out of the most popular retirement asset – the IRA? You will learn the common pitfalls and strategies related to contributions, rollovers, RMDs, beneficiaries, and Roth IRAs, so you can create better outcomes with your IRA assets.
Teacher: Paul Dickens
Course Fee: $20 (Max 20)Date: Tuesday, November 5
Time: 6:00 - 7:15 p.m.
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Managing Health Care Costs in Retirement
Health care is a critically important aspect of retirement planning. It has become a primary concern given increasing medical costs, longer life expectancies, the elimination of employer provided retiree health plans and the uncertainty of Medicare. Learn how to estimate health care costs, discover what Medicare covers, and understand strategies.
Teacher: Paul Dickens
Course Fee: $20 (Max 20)
Date: Monday, November 11
Time: 6:00 - 7:15 p.m.
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Retirement Planning Toolkit
Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. It’s a multistep process that evolves over time. Learning as much as you can about life during retirement is key to making better financial decisions. Together, we will walk you through a retirement planning timeline and basic investment principles to better prepare you for what’s ahead.
Teacher: Paul Dickens
Course Fee: $20 (Max 20)
Date: Wednesday, October 2
Time: 6:00 - 7:15 p.m.
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Taking Care of Your Loved Ones as They Age
Being a caregiver for a loved one can be a challenge, both emotionally and financially. It is important to understand what plans your loved ones may have made or may need that require care. It’s never too soon to start planning. Join us to learn more about proper planning and strategies that allow for a comfortable caregiving experience.
Teacher: Paul Dickens
Course Fee: $20 (Max 20)Date: Thursday, October 17
Time: 6:00 - 7:15 p.m.
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What To Do When a Loved One Passes
When you lose a loved one, or know you are about to, the last thing on your mind is money. Unfortunately, in the wake of this loss, you’ll have many financial tasks that will need to be addressed in a timely manner. Join us as we cover important tips that can help you navigate some of the financial complexities of your loved one’s death, which for many may be uncharted territory.
Teacher: Paul Dickens
Course Fee: $20 (Max 20)
Date: Tuesday, October 8
Time: 6:00 - 7:15 p.m.
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Women & Money: Taking Control of Your Financial Future
Join us as we cover the unique retirement planning challenges for women and strategies to help you create a secure financial future.
Teacher: Paul Dickens
Course Fee: $20 (Max 20)
Date: Monday, October 28
Time: 6:00 - 7:15 p.m.
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