The participants will learn the best time for 401K Rollovers and how to not pay penalties. The instructor will discuss alternatives and the rules and regulations involved with 401K plans.

The participants will learn the best time for 401K Rollovers and how to not pay penalties. The instructor will discuss alternatives and the rules and regulations involved with 401K plans.

The participants will learn the best time for 401K Rollovers and how to not pay penalties. The instructor will discuss alternatives and the rules and regulations involved with 401K plans.

AFFORDABLE HEALTH CARE 101 Are you confused about our Healthcare system? Do you understand the penalties? What is Obamacare and how does it affect me? Do you know how to qualify for a tax credit? When is the enrollment period for Healthcare? Our class will help you make sense of a very confusing subject in the State of CT.

Want to know what Bitcoin is? We’ll discuss what crypto currency is how it’s made and how we can benefit from it. Topics will include setting up a digital wallet to the basics of trading and finally getting to understand mining.

Identify what type of investor you want to become. This class will cover common types of real estate investing, buy and hold vs flipping strategies, pros and cons of each and identify pitfalls. Topics of discussion include investor financing and building a real estate portfolio.

Focused on retirement income strategies. It simplifies three common withdrawal strategies so clients have a better understanding of the importance of creating a retirement income strategy, the pros and cons of the different strategies and what might work for them.

Learn more about preparing for retirement with your CT State Teacher’s Retirement. We will explain when you are eligible for your retirement benefits and explain the terms. The course also covers your retirement benefit payout options and annuity options as well as your beneficiary options.