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Course Description

Our short Financial $ense Workshops on focused topics will help you to take stock and get on your financial fitness on track.  We will look at important financial areas to assess when planning for retirement and savings strategies to ensure your income after leaving the workforce.  You will be able to look forward to the next chapter – whatever that milestone may be – with peace of mind.

Course Outline

Each workshop section focuses on a specific topic. 
Register for each section individually, based on your interest. Subjects include:

Year-End Tax Review
The Tax Cuts and Jobs Act was enacted into law in 2017, and the bill contains provisions that may affect your taxes this year. Join us to review the major changes resulting from the bill and gain a clearer understanding of how your tax return may change. Come away with tools and techniques to plan effectively for the end of this tax year and to make informed tax decisions for the months ahead.

The Cost of Investing
With a seasoned financial planner as your guide, you will develop an understanding of the considerations and costs that might impact your financial investments. Uncover the hidden, obscure, and sometimes overlooked fees that could affect your return. Learn how to select and work with an investment advisor with more confidence and clearer communication of your financial needs and investment goals; you also will discover alternative investment options with potentially lower costs and increased return potential.

Economic State of the Union
A primer to prepare for the New Year with your best financial foot forward.  With this short introduction, stay up-to-date on the most important issues that could affect the financial choices you make in the months ahead. Where do the U.S. and global economy and markets stand, and what do you need to know about national and international changes to manage your own money? Start here to take the first step to achieve your financial resolutions!

 

 

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