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Estate Settlement WorkshopFinanceDiscover that when someone dies their “stuff” officially becomes their “estate.” Discover that the designation of their assets, debts, heirs, etc., can change or be re-defined after death as part of the “estate.” Leave the workshop assured that if you are left in charge, you will bear no personal responsibility for any “estate” issues. No discounts.Fall 2019
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Maximizing Retirement Income and Social SecurityFinanceYou've worked hard and saved diligently for retirement. Now comes the fun part: getting to enjoy the retirement you've been envisioning along the way. But before you do that, you need to have a strategy to generate income that can last your entire lifetime. In this course, Mike Bink, AAMS® will teach you: how to develop a plan to maximize your income in retirement, minimize your taxes in retirement, understand social security and the impacts of your decision of when to collect, understand how to invest properly to maximize growth and minimize risk and get organized to simplify your financial life and maximize your savings.Fall 2019
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QuickBooks Online for BeginnersFinanceQuickBooks Online is powerful accounting software. Not only will you learn the basics, you'll discover how to get more out of QuickBooks Online. You'll discover powerful reports that will help your business make good decisions. Discover how to customize QuickBooks to work for you, making your work simple and automated. Our expert instructor covers five areas in this class: getting started, navigating, recording transactions, reporting, and expanding QuickBooks online. There will be a 30 minute break for lunch (bring own lunch). Bring your own laptop. No discounts.Fall 2019
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RMDs, IRAs and Retirement "Oh My!"FinanceKey retirement topics of Roth IRA conversions and eliminating RMD's and how those strategies can be used to minimize your taxes and protect your social security and Medicare benefits will be discussed in this session.Fall 2019
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Starting SoonSmart Money Moves for College Bound FamiliesFinanceIn this class, we answer parent’s biggest questions about paying for college. Where can we get into college? Where can we get the most financial aid and scholarship money? What strategies are available to me if I make too much money to qualify for financial aid? What colleges can we afford based on our personal resources? Mike Bink CCFS®, is passionate about empowering families to become informed consumers of higher education. Don’t pay a penny more for college than you absolutely have to! Mike works with families to help demystify the college funding process and is widely recognized as an expert in college planning.Fall 2019
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Truth about Estate and Legacy PlanningFinanceProperly titling your assets is the key to estate planning. We will define and discuss wills, living wills, trusts, trust funding, estate plans, probates and estate/death taxes. An explanation of how legal fees are determined and strategies to reduce your overall costs significantly, how to protect and leave your assets to your loved ones and how to "stretch" and protect your retirement accounts, will also be covered. No discountsFall 2019
