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Everything You Want to Know About MedicareFinancial PlanningAn educational presentation for anyone who wants to know more about Medicare. Topics will include Parts A, B, C, & D of Medicare, application process, estimated costs, supplements, MAPD, and when is the right time to sign up. This an ideal course for people that are turning 65 or over 65 and coming of their employer medical plan.Fall 2021
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Parents, Kids and Money MattersFinancial PlanningWhat affects kids' attitude about life and money? You might be surprised. This workshop brings parents- and kids ages 6-10 together to reflect on the values you want your children to learn. Use the concept of stewardship to teach your kids how to take care of their resources. Explore four tools to make teaching smart money habits easy and fun for everyone. Presented by Thrivent Financial.Fall 2021
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Savvy Tax StrategiesFinancial PlanningLearn how to avoid common mistakes when it comes to your investment portfolio, healthcare and estate strategies. Join us for a workshop that provides answers to the critical tax questions you must answer before retirement. Explore how to help dodge the Social Security "tax trap" and learn more about the recently pass SECURE Act. Presented by Thrivent Financial.Fall 2021
