We have a variety of presenters that come in and it is FREE for anyone to sign up.
Workshop Information Below
Partnering Through Knowledge
Sign Up Today for an Educational Class!
One thing is for sure- Things are always changing. Our classes are designed to help you stay informed and up to date. With so much going on in life you may not even know what help you may be missing out on—until you learn about the resources available to you. With these series of classes you might discover the support you’ve been needing but didn’t know how to find.
Annuities 101
Join us for a relaxed, plain-English class that explains what annuities are, how they work, and where they might (or might not) fit in a retirement plan.
You’ll learn:
What an annuity is (and what it isn’t)
Types of annuities and how they pay income
How taxes and penalties can apply
Questions to ask before you buy anything
Red flags to watch out for
Social Security 101
This informative and interactive workshop will help you understand the many options available when applying for Social Security benefits. Whether you’re nearing retirement, already retired, or planning ahead, you’ll learn how to make informed decisions that can impact your income for years to come.
You’ll Learn
The fundamentals of how Social Security benefits are calculated
How claiming age affects your lifetime benefit
Spousal, survivor, and divorced spouse options
Coordinating Social Security with other retirement income
Common mistakes to avoid when applying