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.

Take a look at the psychology behind ID Theft, Fraud & Scams through actual footage of scammers, insight and advice. Participants will walk away armed with the tools they need to keep themselves and their families safe.

Throughout the year, there are specific Medicare enrollment periods.  Choosing when to enroll and which Plan to choose, will maximize your benefits.  Join this educational class to get all of the facts.

Learn some strategies for managing cash flow and debt, saving and investing for the future and protecting what matters most.

Learn about all the options in Connecticut for healthcare for those under age 65.  Learn all the ins and outs of Healthcare in the State of Connecticut.  Better understand Access Health and how tax credits work, individual healthcare, Healthshare options, and much more.

Discussion on the complexities of selling your current home and buying another.  Topics may include probate, divorce, moving to a larger home and downsizing. Instructor will bring you through the steps all the way to the closing table.

Learn the essentials of building a startup and raising capital. Take Part 1 and continue with Part 2.  Emphasis will be placed on benefits that building new companies create for communities: generating new jobs, intellectual property and growth.  Participants will be able to build and execute a company’s strategic vision. Please bring a notepad and pen to class. *NEW start date of March 9, Part 2 moved to start April 20*

Focus on retirement income strategies teaches 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.