Education & Events

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 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.

Ensuring your loved ones are taken care of and your assets are distributed the way you want are just two reasons why you would want to create an estate plan. This course will explain the terminology used by the financial planning and legal professions as well as provide participants with a three-step process to set up an estate plan.

This course is recommended for first time real estate investors who desire a general overview of important considerations before purchasing an investment property.