Upcoming Classes & Events
9/30/2023 - Thrive in Retirement
Where: PCC Rock Creek, BLDG 5 ROOM 110
Time: 9:30am-10:20am
Tuition: $25
Fees: $0
Course Number: CRN 45774
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.
10/10/2023 - How to Maximize Social Security Income
Where: CED Remote
Time: 6:30pm - 8:20pm
Tuition: $35
Fees: $0
Course Number: CRN 44441
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.
11/2/2023 - How to Maximize Social Security Income
Where: PCC Rock Creek, BLDG 5 ROOM 110
Time: 6:30pm - 8:20pm
Tuition: $35
Fees: $0
Course Number: CRN 44440
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.
11/4/2023 - Thrive in Retirement
Where: PCC Rock Creek, BLDG 5 ROOM 110
Time: 9:30am-10:20am
Tuition: $25
Fees: $0
Course Number: CRN 45775
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.
12/5/2023 - How to Maximize Social Security Income
Where: CED Remote
Time: 6:30pm - 8:20pm
Tuition: $35
Fees: $0
Course Number: CRN 44439
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.
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!
In this presentation, we will:
· Get excited and stay excited about retirement!
· Introduce some key issues to consider as you begin your retirement, and
· Discuss some options available to you when figuring out your retirement finances.
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
In my upcoming presentation, we will go through 5 Easy Steps to Disarming the Retirement Savings Time Bomb.
We will discuss how to:
- Take financial control
- Legally avoid unnecessary taxes
- Combat the latest threats to your retirement savings.
Learn the latest wisdom from renowned IRA expert Ed Slott as presented by 43 year financial services veteran, Gary Duell.
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.
This arrangement is good for people who:
• Are healthy and rarely use their insurance
• Would not be financially harmed by a $5000 or $8000 medical bill
• Live in Oregon
• Like the idea of using tax-free money to pay for healthcare, since HSA contributions aren’t allowed once you’re on Medicare
• Like the possibility of zero out of pocket costs.
9/18/21 - The Million-Dollar Webinar
Where: Zoom Webinar
Time: 12:00pm-1:00pm
Cost: $0
What You'll Learn at this Webinar:
-How to potentially cut your investment fees by 50% or more. If you save just 1% on fees per year, on a $1,000,000 portfolio, you could save $250,000 in fees over the next 25 years
-Two things you can immediately do to help prevent crashes of your investment portfolio
-Seven rules of retirement security
-How to potentially earn competitive returns, without taking excessive risks
-The two rules for safe income withdrawal rates
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.