Basics of Investing (2-day seminar)-Katherine C.

    Lake Worth Community High School
    May 2 - May 9, 2023
    Tuesdays 6:00 PM to 7:30 PM 

    Description: Basics of Investing is held by a Financial Advisor who can explain different kinds of Investments and how to put them to use.


    Wellington Community High School
    April 26 - June 28, 2023
    Wednesdays 6:30 PM to 8:30 PM 

    Description:  This is a combination of Bookkeeping and QuickBooks. To learn QuickBooks and to make everyday bookkeeping simplified. The course will use Bookkeeping software that combines a variety of accounting processes into one user-friendly system. The software's primary function is to alleviate the use of multiple tables, spreadsheets, and tracking sheets necessary to document and maintain accounting tasks at a company.

    Financial Workshop

    Palm Beach Gardens Community High School
    April 19 - May 10, 2023
    Wednesday 6:00 PM to 7:00 PM


    A 4-Course Workshop designed to educate attendees on relevant financial topics to put them on the right path.

    Foundations of Investing: Overview of investing, including key terms and types of investing. Covers the basic features of bonds, stocks, and packaged investments, and the importance of asset allocation

    Retirement by Design: Attendees will learn investment strategies to help design the retirement they want. You'll also discuss how you can add flexibility to their strategy to help them handle unexpected events and how you can keep their strategy on track.

    Tax-Free Investing: program designed to inform individuals about the benefits and considerations of choosing investments that offer tax advantages

    Creating Your Estate Plan: Designed to help people better understand the basics of estate planning so they can consider the options that make the most sense for their specific situations. Participants will learn what to consider when creating a will, the benefits of trusts in estate planning, how to help reduce taxes on estates, and how insurance can help protect your family.

    First Timer's Guide to Home Buying

    Wellington Community High School
    April 26, 2023 - a one-day seminar
    May 24, 2023 - a one-day seminar
    Wednesday 6:00 PM to 9:00 PM

    Get an overview of the entire home-buying process, from finding the perfect neighborhood and selecting a real estate broker, to obtaining favorable financing and hiring an attorney to protect your investment. Learn how the rights and responsibilities of condo owners differ from those of homeowners and learn how to understand legal documents related to each. Our unbiased, comprehensive approach can help you avoid the common pitfalls of first-time buyers.

    Reverse Mortgages

    Palm Springs Community Middle School 
    May 16, 2023
    Tuesday 6:00 PM to 7:30 PM

    Description: Learn strategies to close the retirement gap utilizing equity.

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