Skip to content
Invest and Plan
Course Category
About Invest and Plan
Investment and financial planning classes

Featured Courses

  • Financial Literacy for Women

    This class will equip you with important skills to understand and manage money including budgeting, saving and investing, credit and debt. At any age and phase of life, it is important to know the basics of finance and overcome barriers or fears to grasp those skills. Limited to 12.
  • The Latest Long-term Care Asset Protection Strategies

    The high cost of long-term care can wipe out a family’s life savings in a short period of time. Unfortunately, many families are faced with this situation, finding themselves at the mercy of an under-funded government Medicaid system with limited choices. Recent legislative changes have created many questions surrounding planning techniques: How can I protect my home? What is the penalty for giving assets away? Are my assets protected if I put them in a trust? When is long-term care insurance worthwhile to consider? What if my loved one is already in a nursing home, can they still protect their assets? All of these questions and more will be clearly answered in this very important class.