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.

 

Retirement Planning Today

Retirement Planning Today

An Educational Course for Adults — Ages 50 to 70

Retirement Planning Today is a comprehensive course that helps you see the “big picture.” It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. By attending the class, you will learn about the many ways to save for retirement. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. It will also teach you how to avoid the top 10 biggest retirement planning mistakes. You will receive a workbook with examples and illustrations to follow along with the classroom presentation along with bonus worksheets. This course is educational and non-commercial. No specific financial products are discussed or sold. Class size is limited.

Download Brochure (PDF)


IN-PERSON:

Thursdays on November 4 & 11 (This course consists of two sessions)

Time: 6:00–9:00 p.m.

The Botanic Garden at Historic Barns Park
1490 Red Drive
Traverse City, MI 49684

REGISTER HERE — COURSE ID: 14NUR1


ONLINE:

Tuesdays on November 9 & 16 (This course consists of two sessions)

Time: 6:00–9:00 p.m.

Live Private Zoom Call

REGISTER HERE — COURSE ID: 14NUR1

Asset Transfers& Tax Strategies

Asset Transfers & Tax Strategies

What: WCMU Virtual Estate Planning Webinar
Hosts: Dennis Prout and Heidi Thompson

Thursday, November 18, 2021

Time: 6:30 p.m.

During this seminar Dennis Prout and Heidi Thompson will clarify how different assets transfer at death, the importance of naming beneficiaries and tax strategies for your portfolio. Your working years focused on saving to accumulate enough for your retirement. In your retirement years, your mindset must shift to preserving the money you saved and making it last for your family.

REGISTER HERE