Financial Workshops

The Institute for Financial Studies periodically presents issues and solutions so you may make informed decisions regarding personal finances.

MED 0022 Elder Care: Solving the Maze of Senior Care Issues

Overwhelmed with the prospect of planning for your future long-term care needs? Let our expert team guide you through the maze of important issues you will face when planning for this critical time in your life. Our CERTIFIED FINANCIAL PLANNER™ practitioner and Registered Nurse who specializes in Elder Care will help you make informed decisions about health care and long-term care insurance as well as how to evaluate and select an accredited facility. This two-hour workshop is intended primarily for individuals in their 50’s and 60’s. Spouse may attend free. Speakers include:

Workshop cost $15; spouse may attend free. Dates for the next session will be updated soon! Enroll now!

MED 0654 Making the Most of Your Money

Fund your future and realize your dream with smart strategies for building your personal wealth. This series of seven financial planning modules will simplify the complicated money maze. Learn to minimize taxes, mange cash flow, evaluate stocks and bonds, select your best retirement plan from 401(k)s to IRAs, time your retirement payouts for the best returns, select insurance plans and protect your wealth with effective estate planning tools. Now is the time to start making the most of your hard earned dollars. Spouse may attend free.

Workshop cost $99; spouse may attend free. Dates for the next session will be updated soon! Enroll now!

For more information or to register, contact Cindy Gray at 904.632.5064.