The class is designed to be a comprehensive retirement class addressing both qualitative and quantitative issues retirees deal with. The class will explore income in retirement, tax planning, investing and asset allocation strategies for retirees considering higher interest rates, as well as social security and Medicare decisions. The goal of this class is to teach […]

You are living the dream; every day is now a Saturday! How do you ensure the estate you leave behind for your loved ones is well-structured, maximized and tax efficient?This session will discuss key items to creating a lasting legacy, gifting strategies and generational wealth ideas. Instructor: Courtney Heykoop, Clover Leaf Wealth Strategies. Activity No. […]

This class helps parents with young children understand the fundamentals of financial planning. We’ll explore topics like budgeting and cash-flow management  (including debt management), savings and investments (emergency fund, 401k, IRAs and Roth IRAs), education planning, life insurance, risk management and home purchase decisions. The class gives parents a framework and foundation to make intelligent […]

Join Professional Organizer Maria Spetalnik to learn how clutter enters the home, why downsizing and decluttering is needed, how to decide what to let go of and how to get rid of it. Instructor: Conquer the Clutter. Activity No. 1480.224 1 lesson @ 1 hr, Free Tu, 11/12          6-7 p.m. REGISTER

In this dynamic session we will discuss the financial challenges today’s retirees face and strategies to overcome these obstacles. You have worked hard. What do you need to do now from a planning perspective to ensure you have the retirement of your dreams? Instructor: Courtney Heykoop, Clover Leaf Wealth Strategies. Activity No. 1483.2241 lesson @ […]