Classes & Seminars

These classes teach you to assess your financial situation and develop a personalized plan to help, achieve, and maintain your retirement goals.

THIRD WEDNESDAY | EVERY MONTH | 12 – 1 PM
COMPLIMENTARY LUNCH SERVED

NO DECEMBER CLASS

NEW YEAR FINANCIAL RESOLUTIONS | JANUARY 15

Retirement in 2025? There’s Power in Planning!  Learn the top 6 things you need to consider as you make that big transition into retirement.  We’ll also share some tips on tax strategies to put in place to help set the year off right.

FIDUCIARY SERVICES NORTH | FEBRUARY 19

Things don’t always go according to plan as we age.  Fiduciary Services North, a team of financial professionals, join us to discuss the services and support they provide – everything from assistance with managing monthly bills to expertly navigating the complex probate process.

IRAs ARE DIFFERENT | MARCH 19

On July 18, 2024, the IRS released almost 300 pages of regulations on required minimum distributions (RDMs) on IRAs and 401(k)s.  IRAs are distributed differently than any other asset and have their own set of complex rules both during life and after death.  Heidi will lead the charge into a time of enlightenment and clarity as she discusses the tax strategies, penalties and important things to think about when managing your IRA.