PROJECT 24

Individuals & Families

"Project 24" is a series of classes designed to give you the information you need to make informed decisions regarding finances and retirement based on your values and objectives. Each program is delivered live, via Zoom meeting twice per month and will last for approximately 30 minutes. There will be a short Q&A after each session, and we encourage folks to reach out if they have questions after each zoom class. These programs are designed to be information intensive. Each zoom class will be recorded for attendees to watch afterwards.

Members of Project 24 will have access to our online videos and resources as well as gain direct access to our instructors throughout the 12 month period. 

Contact us today to enroll!

Our 24 Topics Include:

Protecting Yourself from Bad Debt

Shrinking the Retirement Gap

Estate Planning 101

Life Insurance 101

Overview of Product Types

Life Insurance 102

Strategies & Uses

Maximizing your Healthcare

HMO & PPO

Maximizing your Healthcare

HDHP, HSA & FSA

Disability Benefits & Strategies

College Tuition Savings Plans

The SECURE Act

Social Security Overview & Outlook

Social Security Filing Strategies

Financial Pivoting

Retirement Plan Overview

Investing 101

Investing 102

Roth IRA vs. Traditional IRA

Human Resources & Business Owners

Income Distribution Techniques

Long Term Care

Medicare

Medicaid & Disability

Annuities 101

Job Transitioning