Finances

REgister Here

No. 302 Special Plans for a Special Life (HS RM C320)

Wednesday, September 25th

7:00-8:30 pm (1-night)

INSTRUCTORS: Patrick Callahan, MBA & Jim McGovern CFP®, CHFC®, CEXP®

R $16; NR $20; GC $12

Join us for an intimate conversation and learn about the TOP FINANCIAL PLANNING STRATEGIES for individuals and families with life's changing needs. This workshop will introduce why common financial planning strategies are ineffective for families with special needs children. Did you know that not all Special Needs trusts are created equal? These topics as well as a few other financial plans for families with special needs children will be discussed.

About the Speakers:

Jim McGovern, CFP®, CHFC®, CEXP®

Wealth Management Advisor and Business Exit Planner

Lifetime Financial Growth

Jim has more than 15+ years of experience helping families protect their income, savings and investment planning.

Patrick Callahan, MBA

Financial Advisor

Lifetime Financial Growth

Helping clients since 2010 with holistic financial planning strategies; tax reduction strategies and helping each family understand what financial balance means to them and how they can work toward being balanced financially.

No. 409 HOW to SAVE and PAY for COLLEGE WITHOUT GOING BROKE (HS RM C304)

Thursday, September 26th

7:00-9:00 pm (1-Night)

INSTRUCTOR: Gregory A. Phillips

R $12; NR $15; GC $10

This college funding workshop will benefit parents with children of any age. Learn the six steps to maximize college funding, the four ways to pay for college, how college financial aid works, ten options to save for college with their pros and cons, four costliest mistakes parents make, and budget strategies to pay the least amount possible for college bills.

No. 207 HOW to SAVE and PAY for COLLEGE WITHOUT GOING BROKE (HS RM C-304)

Tuesday, October 22th

7:00-9:00 pm (1-Night)

INSTRUCTOR: Gregory A. Phillips

R $12; NR $15; GC $10

This college funding workshop will benefit parents with children of any age. Learn the six steps to maximize college funding, the four ways to pay for college, how college financial aid works, ten options to save for college with their pros and cons, four costliest mistakes parents make, and budget strategies to pay the least amount possible for college bills.

 

No. 202 PREPARING YOUR ESTATE PLAN (HS RM C318)

DATE: Tuesday, September 17th

6:30-8:00 pm (1-night)

INSTRUCTOR: Eric Towell

R $12; NR; $10; GC $8

This workshop will teach participants the basics of estate planning. You will learn ways to make things easier on heirs and future generations by understanding what planning should be done now. Topics include account registration, beneficiary designation, wills, trusts, tax information, life insurance, and "Transfer on Death" agreements. A Financial Advisor and Estate Planning Attorney will provide instruction and be available to answer questions after the sessions as well.

 

No. 107 COUNTDOWN TO RETIREMENT: MAKING YOUR MONEY LAST (HS RM C318)

DATE: Mondays, November 4th

6:30-8:00 pm (4-weeks)

INSTRUCTOR: Eric Towell

R $28; NR; $30; GC $26

This workshop will help participants understand how to work their plan for retirement. We will examine how to budget for retirement expenses, potential sources of retirement income and possible risks such as long term care and health care costs. We will discuss the considerations/tradeoffs when developing a withdrawal strategy‑ working longer, spending less and delaying social security. This course is perfect for those investors who are approaching retirement or who have just recently retired.