Events
Upcoming Events
October 12, 2023
6:00p - 8:00p
Modesto Junior College - East Campus Founders Hall, Room 178
SOCIAL SECURITY BENEFITS AND UNDERSTANDING MEDICARE: THE A, B, C, D’S
This course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for Social Security benefits. It is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Learn everything that you need to know about Medicare and how to determine the best options for your current situation. This course will remove all of the confusion about the different parts of Medicare, what it covers and does not cover, and clearly explain the upcoming changes to Medicare and how they will affect you
October 17, 2023
6:00p - 8:00p
Modesto Junior College - East Campus Founders Hall, Room 178
SOCIAL SECURITY BENEFITS AND UNDERSTANDING MEDICARE: THE A, B, C, D’S
This course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for Social Security benefits. It is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Learn everything that you need to know about Medicare and how to determine the best options for your current situation. This course will remove all of the confusion about the different parts of Medicare, what it covers and does not cover, and clearly explain the upcoming changes to Medicare and how they will affect you
Past Events
September 23, 2023
10:30a - 12:30p
Ripon Libray
The Essentials of Estate Planning
This course can help you to clearly define your own estate planning objectives and goals and equip you with the knowledge and tools necessary to put your plans into action. Upon completion, you will know how to properly protect your assets from probate and spend down, accurately devise a plan for income that will last throughout your retirement and your spouses, and take advantage of little known tax tips and strategies that will help you achieve your goals with the least amount of taxes owed to Uncle Sam. Understanding probate The importance of wills, living wills, health care powers of attorney Do you need a trust How to guarantee your income for the rest of your life & your spouse's life How to maximize the living & death benefits of life insurance How to use current IRS tax codes to create a tax free retirement How to keep your estate private The most common estate planning traps to avoid.
September 21, 2023
3:00p - 5:00p
Ripon Libray
The Essentials of Estate Planning
This two hour course offers real world strategies and methods designed for those who are concerned about proper estate planning, reducing or eliminating estate taxes, and ensuring that their wishes are fulfilled. This course is designed to take the confusion out of estate planning and empower you to design a plan that will protect you, your assets, and most importantly your loved ones. This course will show you how to clearly define your own estate planning objectives and goals and equip you with the knowledge and tools necessary to put your plans into action.