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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

Getting Social Security and Medicare benefits right is essential to a successful retirement. Join two industry experts who will explain in detail how Social Security and Medicare work. The decisions you make today can negatively impact your future benefits. This course will talk about choices to consider as well as pitfalls to avoid. Learn important rules and strategies to maximize your benefits and eliminate stress and confusion regarding these important benefits.

Join us on Thursday, January 23rd at 6:30 pm at                                      West Junior High. 

Registration is limited, so reserve your spot now!

REGISTRATION COMING SOON



Understanding Social Security and Medicare for Baby Boomers                    

Getting Social Security and Medicare benefits right is essential to a successful retirement. Join two industry experts who will explain in detail how Social Security and Medicare work. The decisions you make today can negatively impact your future benefits. This course will talk about choices to consider as well as pitfalls to avoid. Learn important rules and strategies to maximize your benefits and eliminate stress and confusion regarding these important benefits.

Join us on Wednesday, February 12th at 6:30 pm at           Riverglen Junior High

Registration is limited, so reserve your spot now!

                                                                                                                REGISTRATION COMING SOON



Understanding Social Security and Medicare for Baby Boomers

 Getting Social Security and Medicare benefits right is essential to a successful retirement. Join two industry experts who will explain in detail how Social Security and Medicare work. The decisions you make today can negatively impact your future benefits. This course will talk about choices to consider as well as pitfalls to avoid. Learn important rules and strategies to maximize your benefits and eliminate stress and confusion regarding these important benefits.

Join us on Thursday, February 20th at 6:30 pm at                       Timberline High School. 

Registration is limited, so reserve your spot now!

REGISTRATION COMING SOON

Social Security: Unlock It's Potential        

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

Join us on Wednesday, February 26th at 6:30 pm at           Riverglen Junior High

Registration is limited, so reserve your spot now!



REGISTRATION COMING SOON  

   

WEBINAR: 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 Tuesday, March 4th at 6:30 pm - Online only

Registration is limited, so reserve your spot now!

REGISTRATION COMING 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 Wednesday, March 5th at 6:30 pm at                   Riverglen Junior High

Registration is limited, so reserve your spot now!

REGISTRATION COMING SOON