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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.
  • 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.