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    Total Results: 12

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    220948 - How To Buy Your First Home

    Learn how to navigate the process of buying a home-whether it is the first time or you are a move-up buyer ready for a great refresher. We will cover mortgages, inspections, and negotiations. Participants will learn the Ten Mistakes People Make when Buying a Home. Save money and find the home of your dreams!

    Registration is required.



          Status      Cart IconActivityDescription      Single IconLocation      Location IconAgesGenderDatesDaysTimesFees
    UnavailableRead Notice220948-01How To Buy Your FirsItem DetailsSCCLocation Details18 years and UpCo-ed04/13/17- 04/13/17Th 7:00P- 8:15P$0

    221703 - Savvy Social Security Planning

    After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This one night course will answer many questions you have including, will Social Security be there for you to receive? How much can you expect to receive? When should you apply? How can you maximize your benefits? How do you best coordinate them with other retirement income sources?

    Registration is required.

          Status      Cart IconActivityDescription      Single IconLocation      Location IconAgesGenderDatesDaysTimesFees
    AvailableAdd to Cart221703-01Savvy Social SecuritItem DetailsSCCLocation Details40 years and UpCo-ed06/21/17- 06/21/17W 6:30P- 8:00P$0

    221709 - Long Term Care Planning

    Recent data from the Long-Term Care industry indicates that your risk is now Bi-Modal...do you know what that means? In addition, rates have chenged from Unisex. Do you know why? If not, perhaps you should fully understand your risk and consequences for Long Term Care. At a time when people are increasingly worried about providing care services for themselves, their spouse or other family members, this planning can ease the worries of a long-term disability. Participants will learn how to design an affordable plan to minimize the burden to their families, their own income and their retirement portfolio. Special programs such as the NY State Partnership for Long Term Care will be discussed.

    Registration is required.


          Status      Cart IconActivityDescription      Single IconLocation      Location IconAgesGenderDatesDaysTimesFees
    AvailableAdd to Cart221709-01Long Term CareItem DetailsSCCLocation Details45 years and UpCo-ed05/17/17- 05/17/17W 7:00P- 9:00P$0

    221712 - Women and Wealth

    It’s Time to Take Charge of Your Finances.

    Has a change in your situation put you in the driver’s seat when it comes to your family’s wealth? Please join us for an informative seminar that will help you in your new role. We’ll discuss key components of both long and short term planning and the building blocks you’ll need to help create an effective strategy. Come to learn, to ask questions and to join with other women who are learning how to take charge of their financial life.

    Registration is required.

          Status      Cart IconActivityDescription      Single IconLocation      Location IconAgesGenderDatesDaysTimesFees
    AvailableAdd to Cart221712-01Women and WealthItem DetailsSCCLocation Details25 years and UpCo-ed05/18/17- 05/18/17Th 7:00P- 8:00P$0

    221715 - Medicare and the ACA

    This program is a one night class that will deal with the complexities of Medicare. The class will also address the usage of private insurance to cover medical expenses not covered by Medicare - also known as Medigap coverage. The class will discuss the challenges that long term care expenses can have on someone’s assets and the various types of long term care insurance available to protect them. Finally, the class will include a section on the Affordable Care Act, describing how it works in New York.

    Registration is required.

          Status      Cart IconActivityDescription      Single IconLocation      Location IconAgesGenderDatesDaysTimesFees
    UnavailableRead Notice221715-01Medicare and the ACAItem DetailsSCCLocation Details55 years to 64 yearsCo-ed04/05/17- 04/05/17W 6:30P- 8:00P$0

    221717 - DIY Retirement Planning

    This is a Do-It-Yourself (DIY) Workshop session to simplify your retirement planning process by providing the tools you need to build your own retirement plan. The process is simplified by breaking down your needs into three categories: (1) your Paycheck needs, (2) your Playcheck, and (3) a Protection Plan. We will show you how to detail the plan, and then show you how to guarantee your Paycheck is funded for the rest of your life. Then we work on your Playcheck and your Protection Plan. This method provides you the Peace of Mind that your Retirement Plan will last your lifespan, and is not subject to market valuations and interest fluctuations.

    Registration is required.

          Status      Cart IconActivityDescription      Single IconLocation      Location IconAgesGenderDatesDaysTimesFees
    AvailableAdd to Cart221717-01DIY Retirement PlannItem DetailsSCCLocation Details55 years and UpCo-ed05/10/17- 05/10/17W 7:00P- 9:00P$0

    221720 - Your 401(K) Plan

    401(k)s are one of the most important retirement savings plans today. Yet many of us don’t have the know-how to maximize this valuable employer-sponsored benefit. This presentation will offer strategies you can use to help make better decisions about your 401(k) plan and provide you with the tools you need to ensure you’re invested properly for the retirement you want. Seating for this free program will fill fast. Registration is required. Call today!

          Status      Cart IconActivityDescription      Single IconLocation      Location IconAgesGenderDatesDaysTimesFees
    AvailableAdd to Cart221720-01Your 401(K) PlanItem DetailsSCCLocation Details18 years and UpCo-ed06/27/17- 06/27/17Tu 1:00P- 2:30P$0
    AvailableAdd to Cart221720-02Your 401(K) PlanItem DetailsSCCLocation Details18 years and UpCo-ed06/27/17- 06/27/17Tu 6:30P- 8:00P$0

    221722 - Estate Planning & Tax Saving

    Tom and John will make suggestions from a Financial Professional and an Attorney's perspective, including such topics as Wills, Trusts, Probate, Beneficiaries, Estate Taxes, Life Insurance, Required Minimum Distribution (RMD), and Long Term Care Planning and how they fit into an Estate Plan. This will include Case Studies. Some suggestions will include methods to Impact your Estate Value for your Beneficiaries.

    A Question and Answer session is included.

    Registration is required.

          Status      Cart IconActivityDescription      Single IconLocation      Location IconAgesGenderDatesDaysTimesFees
    AvailableAdd to Cart221722-01Estate Planning &TaxItem DetailsSCCLocation Details60 years to 75 yearsCo-ed05/03/17- 05/03/17W 7:00P- 9:00P$0

    221726 - Low Interest Rates

    This course is designed for participants with older (10 years or more) Universal Life Insurance policies with Cash Values or Long Term Care policies.

    Historically low interest rates have impacts on the continued viability of Life Insurance premiums creating higher premiums for older policies to prevent them from lapsing. Case studies are presented as examples as well as DIY procedure to follow to check the status of existing policies.

    Recently, Claims have increased on Long Term Care policies are reflected in higher premiums. Rate calculation methods are explained, current Cost of Care surveys are presented, and Claims demographics are discussed to help participants with a DIY method to make revised Plan Design decisions. Tax Savings ideas are also reviewed.


          Status      Cart IconActivityDescription      Single IconLocation      Location IconAgesGenderDatesDaysTimesFees
    AvailableAdd to Cart221726-01Low Interest RatesItem DetailsSCCLocation Details50 years to 75 yearsCo-ed05/24/17- 05/24/17W 7:00P- 9:00P$0

    221727 - Medicare 101

    We’ll take a look at the fundamentals of Medicare including who is eligible, when to apply, and understanding and choosing the right plan for your needs. Register early for this free program - seating is limited!

          Status      Cart IconActivityDescription      Single IconLocation      Location IconAgesGenderDatesDaysTimesFees
    UnavailableRead Notice221727-02Medicare 101Item DetailsSCCLocation Details55 years and UpCo-ed04/11/17- 04/11/17Tu 6:30P- 8:00P$0

    221728 - Planning for Long Term Care

    Statistically, 70% of people over age 65 will require long term care. Without a financial plan to pay for ongoing care, your life savings could be entirely depleted. Join us as we take a closer look at Long Term Care planning including payment options, Long Term Care insurance, and how you can start planning now to protect your assets in the event you or your loved one requires Long Term Care. There is no charge for this workshop. Seating is limited and registration is required.

          Status      Cart IconActivityDescription      Single IconLocation      Location IconAgesGenderDatesDaysTimesFees
    AvailableAdd to Cart221728-01Plan Long Term CareItem DetailsSCCLocation Details55 years and UpCo-ed05/09/17- 05/09/17Tu 1:00P- 2:30P$0
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