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Making the Most of Social Security & Medicare
This course will provide you with much needed information to help you better understand Social Security and Medicare and will help you to determine the best options for your own situation.
You will learn how and when to properly file for your social Security benefits, as well as how to coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.
You will also learn about he different parts of Medicare, and what it does and does not cover.
The Secrets of Retirement Taxation
This course will help you understand how taxes (including the new changes) impact your retirement and how you can reduce or eliminate taxes on your income. Upon completion, you will be better positioned to develop a successful strategy to reduce and avoid overpaying taxes throughout your retirement.
The Estate Planning Workshop
Whether you already have an estate plan in place or not, this course will give you excellent insight into important concepts regarding estate planning. We will cover the basics such as wills, trusts and power of attorneys, as well as probate and how to avoid it. The process involved in creating an estate plan will be covered, as well as the question of when an existing estate plan should be updated. Additionally, we will discuss the often-confusing topic of how to properly fund a trust.
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