The LEARNING library

Classes & Seminars

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

 

Women in Retirement : CEPF-002

Please join your host, Heidi Thompson, Financial Planner, for a women’s ONLY educational opportunity. Together we will navigate the complex world of finances by mapping out investment strategies specific to women. You will also learn how to select your professional partnerships in retirement planning and how to talk to your family about money. A guest may attend with you at no additional charge.

Tuesday, October 16 : 6-9 p.m.

Instructor: Heidi Thompson

Cost: $45

Register Here

Or call NMC: 231-995-1700

Maximizing Social Security : CEPF-004

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, manage taxes, and maximize your personal benefits. Whether you’re single, married, divorced or widowed, there may be many ways to maximize the lifetime Social Security benefits you receive. Please join your host, Dennis Prout, Certified Financial Planner and Master Elite Advisor with Ed Slott and Associates for this informative financial planning class. A guest may attend with you at no additional charge. Extra workbooks are available for $6 at class.

Thursday, October 18 : 6-8:30 p.m.

Instructor: Dennis Prout

Cost: $29

Register Here

Or call NMC: 231-995-1700

RMDs, Taxes and the Effect on Social Security Class : CEPF-003

What makes age 70 ½ so significant? Starting with the year of turning age 70 ½ you must begin taking withdrawals from your tax-deferred retirement accounts, including traditional IRAs and your 401(k). These are known as Required Minimum Distributions, or RMDs. If you’re at or near retirement age, you’ll soon have to pay taxes on your IRAs and other tax-deferred savings accounts. Taxes on RMDs can be a major burden … unless you know how to protect yourself. Learn the simple strategies and new tax code and how it may affect you. Please join your host, Dennis Prout, Certified Financial Planner and Master Elite Advisor with Ed Slott and Associates for this informative financial planning class. A guest may attend with you at no additional charge.

Thursday, November 8 : 6-9 p.m.

Instructor: Dennis Prout

Cost: $45

Register Here

Or call NMC: 231-995-1700