District 214 Community Education

This educational program is aimed at those who are either new to investing or need a refresher. Participants will learn the importance of developing a strategy, the impact of asset allocation and the influence of inflation on your long-term goals.

Whether you are 10 months away or 10+ years away from retirement, you need to be prepared for one of the biggest transitions of your life. In this class you will learn about different retirement savings accounts, how to maximize your savings, what your replacement ratio is, and what role social security will play.

This session will discuss the different types of Medicare coverage besides traditional Medicare, highlighting the key differences, benefits and drawbacks of Medicare Advantage and Medicare Supplement plans to help attendees make informed choices.

This course focuses on issues and financial concepts important to retirees. You'll learn tax-efficient income planning, lifestyle preservation, inflation protection and providing a legacy. The course also introduces the idea of fulfilling activities such as travel, hobbies and business ventures through most of your retirement years. Workbook is included. Price of the course is for two people.

This course focuses on issues and financial concepts important to pre-retirees. You'll learn how to plan for retirement, organize your finances and develop a personalized plan that empowers you to reach your long-term goals. Prepare for the future by discovering how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

This sesion will review necessary information about Social Security and Medicare, including eligibility, enrollment periods and key considerations for beneficiaries.

This educational program is designed to help individuals sharpen their spending and saving strategy. You will set personal financial goals, and then learn how to balance saving, spending and borrowing to achieve those goals. We will also cover strategies for controlling debt and improving credit scores, and practical savings tips to last now through retirement.

In this seminar we will take an in-depth look at, "The Four Pillars of the New Retirement" (health, family, purpose and finances). Attendees will be empowered to think through their own circumstances, goals and challenges so that they can take action today that impacts their quality of life in retirement.

Learn about wills, trusts, powers of attorney, probate and guardianship. Take the first step to create or update an appropriate plan. The first class covers probate and guardianship and the second class gets into powers of attorney, wills and trusts.