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Invest and Plan
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About Invest and Plan
Investment and financial planning classes

Featured Courses

  • Investment Property Workshop

    Are you interested in buying an investment property to generate income? This class will teach you what to look for when buying rental property in the current market. You will be given important buying tips and financing options. You will also learn about building equity and important landlord/tenant laws. Finally, the instructor will share advice for being a proactive vs. a reactive landlord.
  • Demystifying Social Security

    Deciding how and when to claim Social Security is one of the most critical financial decisions a person will make in his or her lifetime. Without an understanding of the many complex rules surrounding Social Security, you could leave thousands of dollars on the table. Learning the answers to the following questions will arm you with the information you need: When should I file for benefits? What are the advantages and disadvantages of filing at age 62 or deferring to age 70? How does the November 2015 change in the rules affect me? How can I make sure I am taking advantage of available spousal, survivor or divorced benefits? How much of my Social Security will be subject to income tax? What potential changes are in store for Social Security and how might they affect my claiming decision?