This class is designed for people who are thinking about retiring or have retired recently. Students will learn ideas to help build a reasonable and sustainable strategy for managing income and expenses during retirement, utilizing the framework of Plan for the Expected, Prepare for the Unexpected and Position the Portfolio for Both.

Is it time to stop paying rent and buy your first home? Let us help you put a plan in place. Interest rates are still historically low and there are great lender programs available. Learn the steps to home ownership: including information about interest rates and prices, low and no down payment lending programs, how much money you'll need and much more. Even if you believe that you are currently in no position to buy a home, this class will provide you with the steps to homeownership.