Tax Planning Workshop

It's tax time! In this free workshop, led by local retirement specialist Jim Kaufmann, participants will learn how to find their tax bracket, determine how much they owe in taxes, figure out standard deductions and credits. To register, go to and enter registration code: 1999PIT11AA

By |2021-03-03T11:01:08-05:00March 15th, 2021||0 Comments

Your Retirement at Work – webinar

With essential living expenses like housing, food and fuel rising, you may be tempted to put off saving. If this sounds like you, don’t miss this seminar. You'll learn why it’s important to start saving, the benefits of participating in your workplace plan, the features of the most common plans offered by employers, and how [...]

By |2021-02-18T13:59:50-05:00February 23rd, 2021||0 Comments

ONLINE – Planning for Financial Security

Join us for a comprehensive online workshop provides useful information about financial planning by addressing the main areas of financial planning: cash management, tax planning, risk management, retirement planning, investment planning and long-term care. To register, go to: Enter registration code: LONLON11AA

By |2020-12-29T12:25:18-05:00January 14th, 2021||0 Comments

ONLINE – Social Security Webinar

Social Security is an important element in retirement planning. This workshop explores the cost of retirement, as well as options for claiming and maximizing Social Security benefits and how to bridge possible income gaps. The webinar will be led by Jim Kaufmann. Jim is a Vernon resident and licensed financial advisor with VALIC Financial Advisors, [...]

By |2020-12-04T15:56:22-05:00December 10th, 2020||0 Comments
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