With retirement within sight, now's the time to figure out how to turn your savings and investments into a paycheck - so you can live comfortably and achieve your goals. The challenge is easier said than done and comes alongside fears of spending too much and not having enough later, or the worry of denying yourself. In this class, we will discuss how to design your retirement income strategy to maximize income and minimize taxes. We will cover the basics of social security, investment management and how taxes may impact your plan. Jess Ryan is a CERTIFIED FINANCIAL PLANNER(TM).

Social Security is an extremely complex pension system with numerous rules and nuances. It is not necessarily the job of the Social Security Administration to help you decide upon the best strategy for you and your family; they generally just do what you tell them without providing you with advice. This class will educate you on the potential benefits of deferring your Social Security and also provide claiming strategies for those of you who are married, divorced, or widowed. You'll also learn how to avoid costly mistakes and how to maximize your benefit. Jess Ryan is a CERTIFIED FINANCIAL PLANNER®.

Too often, breakdowns in communication and preparation bring hard-earned financial legacies to an end. But what you've built is worth preserving, and this class can help ensure you have the support and strategies needed to build momentum that will last for generations to come. This class will explore the latest insights about the elements of successful wealth transfer plan and explore all of the key components, including tax-efficient planning, passing on your valuables and the importance of assembling a wealth transfer team of specialized professionals. Jess Ryan is a CERTIFIED FINANCIAL PLANNER®.