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  • 4 Strategies for a Smarter College Search

    This past year has resulted in some of the most significant changes to the college planning process in decades. Admission trends have changed around how colleges admit students. There are substantial changes to the FAFSA and financial aid that may make college more expensive. Schools have gone ACT/SAT optional, but not necessarily when they award scholarships and some colleges are going back to requiring standardized tests. Join us to learn how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid. If you are the parent of a HS student in grades 9-11, this is incredibly important info you will not want to miss. Register today! ZOOM platform will be used for this class. Please watch your email for a link.
  • Foundation for Retirement

    If you are approaching retirement and are not 100% confident in your financial plan, this course is for you. Foundation for Retirement starts at the beginning of the retirement planning process with setting goals, calculating living expenses, and planning for inflation. From there, the discussion will continue with important Social Security and Medicare strategies. We will tie everything together with real examples of key tax management solutions that can dramatically impact your retirement income. This will be a complete overview of everything you will want to consider before retirement. Each student/couple will receive a 100 page book that will cover everything discussed in the course.
  • Prepare Your Own Will

    Who would raise your children if you died? Who will be your executor? It has never been easier to get these items in order. Without a will, the laws in Minnesota and a judge make all of the decisions. Take charge of these decision in this class. You will leave with a simple will prepared and have new peace of mind. Instruction and all the necessary forms, witnesses and notaries are provided. Will form is included in the tuition. Instructor Adam Altman is an attorney experienced in drafting wills. Please add name of significant other in 'note section' if registering as a couple.