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  • 101 Geopolitics, Economics, Technology and Investment (GETI)

    Course Title: Geopolitics, Economics, Technology, and Investments (GETI) The world is shifting at unprecedented speed—driven by great-power competition, supply chain disruptions, AI breakthroughs, demographic change, and major energy transitions. Yet most adults encounter these forces only through scattered headlines or politicized debates. This course offers a clear, nonpartisan look at how global geopolitics, economics, technology, and financial markets intersect—and why these trends matter in everyday life. We will explore questions such as: How are U.S.–China–Europe tensions reshaping trade, manufacturing, and jobs? Why do events in places like the Red Sea, Taiwan Strait, or Eastern Europe influence prices here at home? How are technologies like AI, semiconductors, clean energy, quantum computing, digital currencies, and robotics shifting global power? What deeper forces are driving inflation, interest rates, and market volatility? Participants will learn to interpret the news with more clarity and less anxiety; understand key regions, chokepoints, and alliances; and see how technological and macroeconomic trends connect to real-world issues such as housing, work, and retirement. Sessions are accessible, interactive, and case-based—using real events to reveal underlying patterns. This course is ideal for adults who follow the news, feel overwhelmed by rapid change, or want a balanced, big-picture understanding of the world their families and industries are navigating. The course is: * Non-partisan and educational. We study geopolitics, not party politics. * Respectful and discussion-driven. Participants are encouraged to share perspectives, ask questions, and connect material to their own experiences. * Future-focused. Our goal is not to predict the future precisely, but to help you think more clearly about possible futures.
  • Financial Strategies for Successful Retirement

    Designed for retirees or those planning to retire within 5–10 years, this three-session program offers practical strategies to generate steady income, protect assets, and reduce taxes. Learn how to optimize employer retirement plans, evaluate lump-sum distributions, and plan for estate taxes. Topics also include annuities, Social Security, Medicare, and investment allocation. Spouses may attend at no additional cost. Please note, there is no guarantee that the strategies discussed will result in investment success, as investments are subject to market risks, including potential loss of principal. Results depend on various factors. Securities offered through LPL Financial, Member FINRA/SIPC.
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    Savvy Social Security Planning for Baby Boomers

    Social Security rules change frequently, so what you thought you knew may no longer apply. When is the best time to start collecting Social Security? How do you apply, and how do your spouse's benefits affect yours? This course covers the basics of Social Security andhow to coordinate it with other retirement income sources. Learn strategies for maximizing your benefits and minimizing taxes on your Social Security. Bring your questions as we explore your options in making this important financial decision. Instruction will be held via "Start Meeting." After registration, participants will receive a confirmation email with the link and instructions.
  • Tax Strategies for Retirement

    Many Americans assume their taxes in retirement will stay the same—or even decrease—but for most people, that isn’t the reality. Social Security and Medicare have substantial shortfalls, and these also alter the outcome of your tax future. This practical workshop explains how today’s tax rules, Social Security, Medicare, and interest rates can impact your retirement income and what you pass on to your beneficiaries. Learn smart strategies to reduce future taxes and protect your savings. Topics include: History of Tax Law & Recent Changes Marginal Income Tax Required Minimum Distributions (RMDs) Tax-Free Legacy Planning Tax-Free Conversion Strategies (Roth Conversions) Preparing for Rising Interest Rates