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11 Results

  • Break Free from Student Loan Debt

    Student loans are a financial challenge for many, especially those with debt balances of five to six figures. There are strategies about how to pay off your student loans in the most efficient way that could save you money. We will discuss how the new SAVE plan could benefit you, how to receive student loan forgiveness and other strategies to overcome your student loan debt. Spouses, partners and teenage to adult children are welcome to attend as one family.
  • 5 Keys to Retiring Fearlessly

    Do you know what next steps to take so you can retire? We can help. Join us for insights to help you achieve your retirement goals! We will answer the following questions: Will I have enough to retire? Will my retirement income last? Are my assets protected? No products will be sold. You will be provided with a Zoom link prior to the virtual class.
  • Social Security: Facts & Strategies

    Maximize your Social Security benefits. We’ll explore claiming rules and strategies for couples, divorcees and surviving spouses on how to get the most out of your Social Security benefit. We will discuss the important role Social Security plays in retirement planning, ways to maximize your benefits and how to avoid becoming a victim of the "widow trap". You should attend if you’re within a few years of retirement. The instructor, Charles Taylor, is the owner of Four Points Advisory LLC. Investment and Advisory services offered through World Equity Group Inc., member of FINRA/SIPC.
  • Medicare 101

    Planning for Medicare is intimidating. If you or a family member is nearing the age of 65, attend this course to learn the basics of what Medicare is, how it works, how to avoid penalties and what you need to know to prepare yourself for this process. The instructor, Charles Taylor, is the owner of Four Points Advisory LLC. Investment and Advisory services offered through World Equity Group Inc., member of FINRA/SIPC.
  • Estate Planning - Introduction

    Do I need a will? What’s a trust? What is probate and why do people say to avoid it? With extensive estate planning experience, Julia will walk through these questions, some common myths and other elder law and estate planning topics such as probate, powers of attorney and health care directives in an informal discussion setting. Questions welcome.
  • Draft Your Own Will

    Preparing your will is an important step in providing for the ones you love. Week 1 ~ Learn the various techniques for property distribution of your estate. Explore basic estate planning concepts and assess your need for your estate plan. You will receive sample forms and language to use while you draft your own will. It will be necessary for participants to type or hand write their own document. The instructor will also cover circumstances that may require a review/revision of your will and a brief review of the benefits of a trust. Week 2 ~ During this 30-minute session, you will sign the will you created. The language in your will will not be reviewed by an attorney and legal advice will not be given. Questions welcome.
  • Draft Your Own Health Care Directive & Power of Attorney

    Plan now for the unexpected with these two legal documents! You will learn about the use and benefits of the Financial Power of Attorney and Health Care Directive. The instructor will discuss the agent’s responsibilities and factors in selecting your agents. You will leave the class with completed forms.
  • 5 Keys to Retiring Fearlessly

    Do you know what next steps to take so you can retire? We can help. Join us for insights to help you achieve your retirement goals! We will answer the following questions: Will I have enough to retire? Will my retirement income last? Are my assets protected? No products will be sold. You will be provided with a Zoom link prior to the virtual class.
  • Social Security: Timing is Everything

    Social Security is a vital income source for many retirees, but it can be a confusing topic. Making the most of your Social Security can have a lot to do with correct timing. We’ll cover when you should apply, how to maximize your benefits and how it may affect your spouse. Get answers to your questions and learn what Social Security can mean for you. No products will be sold. You will be provided with a Zoom link prior to the virtual class.
  • Social Security: Facts & Strategies

    Maximize your Social Security benefits. We’ll explore claiming rules and strategies for couples, divorcees and surviving spouses on how to get the most out of your Social Security benefit. We will discuss the important role Social Security plays in retirement planning, ways to maximize your benefits and how to avoid becoming a victim of the "widow trap". You should attend if you’re within a few years of retirement. The instructor, Charles Taylor, is the owner of Four Points Advisory LLC. Investment and Advisory services offered through World Equity Group Inc., member of FINRA/SIPC.
  • Medicare 101

    Planning for Medicare is intimidating. If you or a family member is nearing the age of 65, attend this course to learn the basics of what Medicare is, how it works, how to avoid penalties and what you need to know to prepare yourself for this process. The instructor, Charles Taylor, is the owner of Four Points Advisory LLC. Investment and Advisory services offered through World Equity Group Inc., member of FINRA/SIPC.