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Money Matters & Careers
Protect & Profit: Understanding U.S. Patents (IM22058)
$47
MEMBER PRICE:
$3760
with Yvette Thornton
Want to learn how the U.S. patent process works? Discover detailed insight into various intellectual property types, core requirements for securing and maintaining patents, and the strategic value of ownership. Explore practical approaches to monetizing innovative concepts, featuring real-world examples. Yvette C Thompson,
Savvy Tax Strategies in Retirement (IM22012)
$59
MEMBER PRICE:
$4720
with Andrew Herron
Discuss strategies for retaining more of your hard-earned resources including how and when it makes sense to do partial Roth Conversions, tax consequences based on where you choose to live in retirement, the different taxation structures of Social Security, pensions, part-time earnings and retirement withdrawals among other ways to preserve the longevity of your assets. Kevin J. Manning, CFP®; Stone Pine Financial Partners
Financial Empowerment for Women (IM32051)
$71
MEMBER PRICE:
$5680
with Karen Santini Clemens
Are your financial circumstances changing due to a major life event? Enhance your financial knowledge and learn to invest with confidence in the company of other women.
Powers of Attorney & Advance Medical Directives (IM21055)
$47
MEMBER PRICE:
$3760
with Carol Livingood
Learn about Financial Powers of Attorney, Healthcare Powers of Attorney and Advance Medical Directives/Living Wills. Prepare your own living will in compliance with Pennsylvania law. Also covered: the consequences of not having these documents in place and who should retain them for you after they are signed. Ashley Han & Elizabeth Ferraro, Esq., Timoney Knox
Retirement Income and Withdrawal Strategies (IM12041)
$78
MEMBER PRICE:
$6240
with Andrew Herron
Replacing your income when you stop working is one of the most important and least talked about issues in personal finance. Understand common withdrawal strategies including their benefits and risks. Discuss Roth Conversions and other tax strategies that can have a significant impact on the longevity of your assets. Learn about the 4% rule, dividends, the pros and cons of annuities, plus more. Andrew Herron, CFP®; Stone Pine Financial PartnersTue, 6:30 PM to 8:30 PM, starts 10/6
Real Estate Investing: Success by The Numbers (IM32044)
$71
MEMBER PRICE:
$5680
with Jon Bock
Discover strategies to protect your assets, leave a legacy, and reduce your taxes. This Unlock the secrets of successful real estate investments! Whether you’re a beginner or looking to sharpen your skills, discover how to analyze deals and understand the numbers that drive success. Real life case studies with discussions help you learn these essential strategies. Book included. Jon Bock,
Beginners Guide to Creating Professional Videos with AI (IM61040)
$59
MEMBER PRICE:
$4720
with Beancé Jenkins
Learn how to create professional videos using AI tools. Create your own AI avatar (digital twin) and work with stock and AI-generated visuals to produce content for courses, marketing, onboarding, training, and social media. Beancé Jenkins,
Retirement Reinvented (IM22043)
$95
MEMBER PRICE:
$76
with Ford Myers
What if retirement wasn't just the end of your career, but the start of the most dynamic, meaningful phase of your life? Traditionally, retirement meant a handshake, a gold watch and days of idle rest. Now, retirement is an invitation to discovery, renewal and adventure! This class focuses on the non-financial aaspects of retirement, which will shape your experience over the next 10, 20, or 30 years. Join us to design a retirement you can't wait to live!