Upcoming Classes & Events

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2/7/2023 - How to Maximize Social Security Income

Where: CED Remote
Time: 6:30pm - 8:20pm
Tuition: $29
Fees: $0
Course Number: CRN 12724

Understand how the Social Security Administration Retirement benefits work and how to maximize your income throughout retirement. Learn the mistakes that fully ½ of all retirees make and to avoid making them yourself. Learn the things your local Social Security office cannot tell you.

3/7/2023 - How to Maximize Social Security Income

Where: CED Remote
Time: 6:30pm - 8:20pm
Tuition: $29
Fees: $0
Course Number: CRN 14332

Understand how the Social Security Administration Retirement benefits work and how to maximize your income throughout retirement. Learn the mistakes that fully ½ of all retirees make and to avoid making them yourself. Learn the things your local Social Security office cannot tell you.

3/25/2023 - Thrive in Retirement

Where: CED Remote
Time: 6:30pm - 8:20pm
Tuition: $29
Fees: $0
Course Number: CRN 14729

Learn retirement tips, demystify myths and explore key areas to focus on when entering into retirement. A financial professional will cover ten important questions individuals should be asking and able to answer themselves in order to thrive and worry less on their retirement journey.

Webinar Recordings

1/8/22 - Why the Fed Funds Rate Doesn't Warrant Close Attention

Where: Zoom Webinar
Time: 9:00am-9:30am
Cost: $0

Banks and other financial institutions use the Fed Funds rate as an excuse to raise the cost of their money even though they have plenty to loan out at lower rates.

In this webinar, we will be discussing three seemingly unrelated and relatively underreported topics:

- The Fed Funds rate; what it is and what it is not.  What it does and what it doesn't do.
- The fact that a record number of companies in the NASDAQ Composite index have lost half their value since November.
- A peaking of margin debt (money borrowed using one's holdings collateral)

11/3/21 - Your life & money in retirement

Where: Zoom Webinar
Time: 12:00pm-1:00pm
Cost: $0

Not sure where to begin when it comes to retirement planning? Start here!

10/27/21 - The New Retirement Savings Time Bomb

Where: Zoom Webinar
Time: 12:00pm-1:00pm
Cost: $0

"Taxes will be the single biggest force separating Americans from their retirement dreams." - Ed Slott

10/16/21 - Tax-Free Money for Healthcare - A Discussion of Oregon MSAs

Where: Zoom Webinar
Time: 12:00pm-1:00pm
Cost: $0

A new plan has become available in Oregon starting in 2022 - the Lasso Healthcare MSA plan. These policies pair a high deductible Medicare compliant policy with a medical savings account.

9/18/21 - The Million-Dollar Webinar

Where: Zoom Webinar
Time: 12:00pm-1:00pm
Cost: $0

What You'll Learn at this Webinar:

Ready To Start?

Get one step ahead of the wealth preservation game by getting in touch with us today for more information, and to get started.