Determine the amount of money you need to retire. Create your own goals for a "successful retirement;" eliminate debt and improve cash flow; properly convert your IRA to a Roth IRA; select the retirement plan distribution choice that is right for you; plan your retirement income to preserve a comfortable standard of living; and transfer the risk of potential financial losses before or during retirement. Participants will receive a 250-page workbook for an additional $35 fee payable by check to the instructor on the first night of class.

You’ve spent years saving and investing, but as retirement approaches, several questions remain: Have I done enough? What have I missed? Am I prepared for what’s ahead? But here’s a question that most people don’t consider: Is there a better way to use what I’ve built? This workshop is designed for individuals five to ten years away from retirement who want to make smart, informed decisions about their future – and may not realize the options that are available to them. Participants will walk away with actionable strategies and greater clarity.

Are you ready to take control of your family's financial future? If so, you'll want to join this class designed specifically for younger families who want to learn practical strategies for building wealth and protecting what matters most. In this session, you'll discover:

• Smart wealth-building techniques: Learn how to set financial goals, create a budget, and invest wisely to grow your family's assets over time.
• The power of life insurance: Understand why life insurance is essential for safeguarding your loved ones and ensuring financial stability, even in uncertain times.
• Actionable steps for financial success: Gain insights into creating a solid financial foundation that benefits your family for generations to come.

This class is perfect for parents, young couples, and anyone looking to make informed decisions about their finances and future. Participants will receive a free 1-on-1 financial analysis with Tom Nardelli, a seasoned advisor from Karr Barth Associates/Equitable Advisors. Additionally, you'll have access to a network of specialists who can provide tailored advice and support for your unique financial needs.

Confused about Medicare? You’re not alone, and you’re in the right place! In this easy-to-follow, jargon-free class, the local Medicare expert of Jaffe Insurance Solutions will walk you through the essentials of Medicare Part A, B, C, and D. Whether you’re approaching 65, helping a loved one, or just want to understand your options, you’ll leave feeling empowered and informed. We’ll cover enrollment timelines, plan comparisons, and common mistakes to avoid. Perfect for beginners or anyone looking for a Medicare refresh!