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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.
    Wed, May 14
    6:30 - 9:00 PM
    Virtual Class
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    The Essentials of Estate Planning

    This course covers the essentials of estate planning. We will explore the estate planning process, the benefits of estate planning, and the issues to consider when developing an estate plan. You will learn about the various estate planning documents such as wills, different types of trusts, health care proxies, and powers of attorney and their importance. Additionally, we will touch on such topics as charitable giving, long term care planning, and estate taxes and how they can play an important role in estate planning.
    Tue, Apr 29
    6:00 - 7:30 PM
    Virtual Class
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