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Seminars and Events

Boise Community Ed with Gretchen Brown

 Join us for a community-driven financial education series in collaboration with Boise Community Ed. These classes cover vital financial topics, including Social Security, Retirement Planning, and Minimizing Taxes on Retirement Income. Limited seats are available – secure your spot today and invest in your financial future!

Upcoming Seminars


Understanding Social Security and Medicare for Baby Boomers

The decisions you make today can negatively impact your Social Security benefits. Learn the important rules and strategies for collection benefits. Avoid being caught by surprise when it’s too late to make changes!

Join us on Tuesday, April 16th at 6:30 pm at                                       Hillside Junior High. 

Registration is limited, so reserve your spot now!

REGISTRATION AVAILABLE SOON



Understanding Social Security and Medicare for Baby Boomers                    

The decisions you make today can negatively impact your Social Security benefits. Learn the important rules and strategies for collection benefits. Avoid being caught by surprise when it’s too late to make changes!

Join us on Wednesday, April 24th at 6:30 pm at                              West Junior High

Registration is limited, so reserve your spot now!

                                                                                                                REGISTRATION AVAILABLE SOON



Understanding Social Security and Medicare for Baby Boomers

The decisions you make today can negatively impact your Social Security benefits. Learn the important rules and strategies for collection benefits. Avoid being caught by surprise when it’s too late to make changes!

Join us on Thursday, April 25th at 6:30 pm at                       Timberline High School. 

Registration is limited, so reserve your spot now!

REGISTRATION AVAILABLE SOON

Social Security: Unlock It's Potential        

Learn the important rules and strategies for collection benefits.    

Join us on Tuesday, April 30th at 6:30 pm at                                          Hillside Junior High

Registration is limited, so reserve your spot now!



REGISTRATION AVAILABLE SOON  

   

Minimizing Taxes on Retirement Income

Understand the potential impact taxes will have on your income during retirement. If you are nearing retirement, this will be an important course to help you understand how taxes are different when you are not working. It may be possible for you to pay less in taxes on your hard-earned dollars.

 Join us on Monday, May 6th at 6:30 pm at                                    Hillside Junior High.

Registration is limited, so reserve your spot now!

REGISTRATION AVAILABLE SOON