FREE! Who Are You Leaving Your Money To?
Join us for this complimentary course presented by Raymond N. Beebe, Esq., CPA, a member of the National Academy of Elder Law Attorneys. Topics will include long-term care options and hospice, how to avoid death tax traps that can affect the whole family, wills and trusts used in estate planning, and durable powers of attorney and health care declarations.
Fee: Free (registration is required to reserve a seat in this workshop)
Wednesday, March 22, 2-4 p.m.
Thursday, April 27, 2-4 p.m.
FREE! Financial Statements and Your Business
This workshop is for small business owners and will provide a comprehensive review of business financial statements and how to use them to manage business cash flow. This workshop will help business owners gain a deeper understanding into what is a business balance sheet, a profit and loss statement, a cash flow statement, a statement of owner’s equity and how to use these to make informed business decisions. The goal of this workshop to provide the audience with insight into the financial complexities of business accounting and why it is important to properly manage business financial reports.
Fee: Free (Registration is required to reserve a seat in this workshop)
Wednesday, April 26, 7-8 p.m.
Retirement Planning Today
With financial independence, retirement may be the most fulfilling time of life. This class covers essential money management concepts and issues that are critical to people at, or near, retirement. Topics include reducing pressures on retirement income and which assets are appropriate for retirement income, which are appropriate for lifetime use, which assets are appropriate for future generations, how to make the right health care decisions and options on how to transfer assets to other generations of family. An optional financial planning consultation is provided after the class. A “hear it, see it, read it, write it” teaching method makes it easy for students to understand and remember the practical information. The fee includes a workbook and study aids.
Fee: $59 (Couples may attend together for this fee. Your guest will need to be registered to reserve a seat in the class. Please call 609.343.5655 to complete registration).
Thursdays, March 23 and March 30, 6:30-9:30 p.m.
Saturdays, March 25 and April 1, 9 a.m.-12 p.m.
