This class covers common pitfalls, misconceptions and just plain bad information out in today’s marketplace. We will discuss and provide detailed information on the tools and strategies to ensure: (i) a peaceful transition between generations, (ii) a clear understanding of tax implications of your choices, and (iii) the best methods to protect your hard-earned assets. Attending this class will help you gain valuable insights and experience to make informed decisions for you and your family’s future. All questions are welcome in this open-room presentation.

An educational presentation for anyone who wants to know more about Medicare. Topics will include Parts A, B, C, & D of Medicare, application process, estimated costs, supplements, MAPD, and when is the right time to sign up. This ideal course is for people that are turning 65 or over 65 and coming off their employer medical plan as well as those currently enrolled in Medicare.

Thinking about selling your home, but not sure where to begin? This class will walk you through the key steps of the home-selling process, including timing, pricing, preparing your home for the market, and strategies that can help you achieve the highest and best possible price in today’s market. You will also gain insight into related parts of the buying process so you can better understand the full picture. Join us and leave feeling informed, confident, and BOLD on the road to SOLD!