Have you been thinking that now might be the time to downsize but aren’t sure where to start, how to do it, or what your options are? Bonus: all attendees receive the Downsizing Made Easy guide PDF-A $24.95 value. Access to preferred service providers and discount coupons are provided, as well as a no-cost home evaluation for those who want to know the value of their home and recommended suggestions to make it more salable.

This class will equip participants with the essential financial skills to confidently manage their money and plan for the future. We’ll cover practical topics like budgeting, credit, debt management, savings strategies, insurance basics, and the key documents everyone should have in an estate plan. Whether you’re saving for a home, preparing for retirement, or just starting your financial journey, you’ll leave with the knowledge and tools to make informed decisions.

Gain the knowledge and confidence to take control of your financial future in this comprehensive class designed for adults at any stage of life. We’ll explore the core pillars of financial planning—including budgeting, investing, tax strategies, insurance, retirement, and estate planning—so you can understand how each piece fits into a strong financial framework. Whether you're refining an existing plan or starting fresh, you’ll leave with practical insights to help you make informed decisions and build a lasting legacy.

Procrastinate no more! No matter what your age, give your loved ones an important gift by creating two legal documents - a Health Care Directive and a Power of Attorney. These documents are vitally important in the event you become incapacitated and cannot make decisions for yourself. A Health Care Directive (akin to the old "Living Will") is a legal document that communicates your health care wishes and allows you to name someone to make health care decisions for you when you cannot speak for yourself. A Power of Attorney allows you to choose someone to handle your finances and property and is effective immediately upon signing. In this class, you will prepare both of these documents so you won't end up without these important legal plans in place. Leave class with two notarized documents and give yourself and your loved ones peace of mind.