Are you a woman nearing or newly in retirement? Venture with us as we navigate challenging experiences like longer life expectancy and managing wealth solo due to widowhood, divorce, or staying single. Learn how to assess retirement readiness, create a sustainable income plan, and align finances with your values! Topics include tax-efficient withdrawals, investing in retirement, Social Security, Medicare, and estate planning. Leave with tools and confidence to make informed decisions for your next chapter!

Discover strategies to protect your assets, leave a legacy, and reduce your taxes. This class is for existing real estate owners seeking to elevate their planning. It is not recommended for beginners. Real life case studies and interactive classroom discussions will help you achieve your goals. A book will be provided and used as a resource. Jon Bock,

Are you curious to travel near and far? Not sure how to plan your next trip without breaking the bank? Discover how to create an affordable solo or family vacation. Learn to navigate the confusing number of travel services, websites and apps so you can take advantage of the best deals available. Confidently book your next themed or wellness journey of your dreams. All travelers, including those seeking 'revenge travel,' are welcome!

The Medicare process is confusing and finding the right Medicare plan can be a daunting task. It doesn't have to be that way. For those people turning 65 in the next six months, we discuss how Medicare works, dissect all options, and review a real life example of the Rx "donut hole". For those people currently on a Medicare plan, learn how to save on your Medicare insurance.

Ready to turn Instagram into a growth tool for your business? Designed for small business owners, this course covers how to optimize your profile, create engaging content, grow your audience, and use all of Instagram’s offerings effectively. Discover what’s working right now and walk away with an actionable strategy.

What used to be institutional-only is now on the table for individual investors! We'll cover tax-aware investing, direct indexing, private and alternative strategies, while managing concentrated stock positions. Designed for investors who are comfortable with the fundamentals and ready to learn about a more sophisticated approach to building long-term wealth. Michael McDermott, CEO, Kathmere Capital Management & Nick Ryder CIO, Kathmere Capital Management 6:00 PM to 7:00 PM, 11/19

Take control of your finances and avoid costly mistakes when you consider the five most important topics for every retiree: Social Security, Medicare, housing, income replacement, taxes and software to illustrate the impact and importance these decisions can have on your retirement. Learn an effective way to consolidate your retirement planning decisions to one page.