Education & Events

You will leave this course with a better understanding of the laws that affect non-US. Citizens with respect to income taxation as well as estate and gift taxes. Using relevant, real-life illustrations and workbook exercises, you will learn the impact of tax treaties and how income received from 401(k) accounts and Social Security payments will likely be taxed. In addition, you will learn the unique rules for non-citizens with respect to estate and gift taxes.

You will leave this course with a better understanding of the role company stock can play in your financial portfolio. Through interactive exercises, you will attain a good understanding of the terminology and operation of employee stock purchase plans. Through direct application of current tax laws, you will learn about tax ramifications of stock purchases and sales made through the ESPP.

This course will give you an understanding of when to enroll and receive Medicare and Social Security benefits and how to integrate and maximize those benefits when planning for retirement.

This course will teach you how to create a plan and stay on track for retirement while balancing your other financial goals, evaluate tax implications of various investments, and consider the option of early retirement.

Supercharge your retirement with free money! Learn how utilizing your company's 401(k) plan can help you reach your retirement goals. This class will give you an understanding of your plan-eligibility,  company match, vesting and different approaches toward investing for your future.

You will leave this course with important knowledge to better screen and select financial advisors/planners, portfolio managers, brokers and brokerage firms, tax professionals, attorneys, insurance agents, and financial institutions.