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5 Results

  • Estate Planning

    Learn the most important documents to have in place when planning your estate: Last Will and Testament, Statutory Durable Power of Attorney, Medical Power of Attorney, Advanced Directives, HIPAA Release, Appointment of Guardian, Transfer on Death Deed, Lady Bird Deed, General Warranty Deed, Special Warranty Deed and Quitclaim Deed. In this seminar, Attorney Jennifer Chiang will explain what each document is and why it is important.
  • Foundations of Money Management

    Learning how to manage money is a foundational skill. Raj Lahoti, MS, is a financial adviser with over 18 years of experience working in the investment world. In this class, she will share her knowledge and provide easy to implement strategies that will help you succeed financially. Proceeds from this course will be donated to a local charity.
  • Money Matters

    This 2-week course will demystify the world of finance and empower individuals to make the right investment choices to secure their financial future. Money Matters will provide a fundamental education and understanding of stocks, bonds, insurance, annuities, and retirement plans. Raj Lahoti, MS, is a financial adviser with over 18 years of experience working in the investment world. Proceeds from this course will be donated to a local charity.
  • Retirement Strategies that are Right for You

    Whether you are working towards your retirement goals or planning to retire, strategic planning is key to successfully achieving your financial goal. Raj Lahoti, MS, a financial advisor with 18 years of experience in the investment world, will discuss different investment strategies such as life insurance, investment accounts, pensions, rollover IRAs, annuities, and their unique benefits in planning for your future. Utilizing appropriate investments will help to create supplemental income to your social security. Proceeds from this course will be donated to a local charity.
  • Total Money Makeover

    Did you know that personal finance is 80% behavior and 20% head knowledge? If you have struggled with achieving your financial goals, either long or short-term, all you need is a plan to help modify your behavior. Karen Feliz is a financial coach who will help guide you through a proven 7-step process that includes mastering the budget, getting out of debt, and developing wise money habits.