Are your finances ready for the future? Do you have a financial plan for a ‘rainy-day’? This series of courses will provide you with information and resources to help you better plan for the road ahead. Take one or all of the courses below.

Social Security Strategies for Baby Boomers

Wednesday, October 10 | 6:30-8:30 PM

This course will review the Social Security program and the impact on your retirement decisions.

This class is necessary and timely for every person facing the future challenge of applying for social security benefits. There will be a thorough review of the Social Security Program and how it ultimately impacts our retirement decisions, as well as when and how to file for social security to maximize benefits. We will discuss the 2015 legislative changes to keep in mind when filing for social security benefits, and discuss various claiming options needed to make your final benefit decisions.

Legacy Planning for Baby Boomers

Wednesday, October 24 | 6:30-8:30 PM

This course will cover planning for incapacity, organizing critical records, formalizing an estate plan, and more!

Legacy Planning is a modern version of estate planning, that is so much more than wills, estate, and trusts. This class will cover six critical parts of legacy planning including: planning for incapacity, organizing critical records, identifying beneficiaries, formalizing the estate plan, creating a legacy, and creating a process on how to best monitor and manage your personalized plan. The six parts of legacy planning follow a logistical progression, and each participant will be given a workbook for planning purposes. Legacy planning is a dynamic process that is not hard; you just have to get started.

Five Financial Mistakes Most Baby Boomers Make

Wednesday, November 14 | 6:30-8:30 PM

This course will review frequent financial mistakes and provide ideas to approach overall financial life in an organized and coordinated way.

Today, it is critical that most women know how to save, invest, and plan for their future. Financial planning is not a one-size-fits-all program, but there are common themes and strategies that may increase personal success in achieving your financial dreams. This class will review frequent financial mistakes, regardless of age--and provide refreshing clarity and ideas to approaching your overall financial life in a much more organized and coordinated way.

Behavioral Finance for Baby Boomers

Wednesday, December 5 | 6:30-8:30 PM

This class will provide information on preventing biases and emotions from causing you to make poor decisions when investing. Common behavioral biases and methods of overcoming them will be discussed.

When it comes to investing, are you your own worst enemy? The growing field of behavioral economics shows that when it comes to decisions about our money, we tend to allow emotions and cognitive biases to force us into bad decisions. In this course, you will learn how to protect yourself from your worst instincts by identifying common behavioral biases and methods of overcoming them.

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Financial Fitness