In this course we’ll explain how trusts are created, explain the different types of trusts, and go over who you should choose to participate. You’ll walk away knowing how to use trusts to do things like minimize and/or avoid taxes, protect assets and keep public benefits for loved ones with special needs, and how to avoid probate court. L. Arnold, Esq

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.

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.

Create a budget, save money more efficiently and learn how to tackle debt.  Are you ready? You can achieve financial security and ultimately reach your goals!

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.

Discussion on the steps of purchasing a home, beginning with qualifying for a mortgage all the way to the closing table. 

Create a budget, save money more efficiently and learn how to tackle debt.  Are you ready? You can achieve financial security and ultimately reach your goals!

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.