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Whether you are interested in 401K, Retirement, Care Plans or Social Security, we have the class for you!

Featured Courses

  • Social Security and Medicare Basics

    Are you 59 or older and looking to understand the basics of Social Security and Medicare? We’ve got you covered! Join our informative workshop, where we’ll explore crucial components of your retirement plan, including: Maximizing Social Security benefits by delaying or claiming early Benefits for singles, divorces, and widows/widowers Strategies for married clients to maximize lifetime benefits Minimizing taxes and penalties on your Social Security Possible benefit reductions coming Medicare basics and healthcare in retirement As a bonus, your class fee includes a customized Social Security report to help you coordinate benefits. Keep an eye out for an online survey to get started. Workshop Details: Instructor: Mark Santelman | Life & LTC Insurance Broker Cost: $20 individual/$25 couple (included course materials) Saturday, May 4th OR June 8th OR August 3rd 9:00am -11:00am ** Don’t miss this opportunity to gain essential knowledge about Social Security and Medicare. Reserve your spot today!
    Sat, May 4
    9:00 - 11:00 AM
    Washington Learning Center
    Sat, Jun 8
    9:00 - 11:00 AM
    Washington Learning Center
    Sat, Aug 3
    9:00 - 11:00 AM
    Washington Learning Center
    View all 3 Sections

  • Unknown Ways to Pay for Fund Long-term Care

    Unknown Ways to Pay for Fund Long-term Care If you are the parents or the adult child expected to be a caregiver, long-term care planning is crucial to retirement well-being. Join us for a hope-filled workshop where we will: Gain insights into the different types of long-term care services Learn about various funding options to keep your retirement plan from blowing up Discover why you need personalized planning strategies tailored to your needs [NEW!] Learn about a recent strategy approved in the U.S. for those already receiving skilled care. As a bonus, your class fee includes a customized longevity planning report to show you which assets to use to pay for long-term care. Keep an eye out for an online survey to get started Workshop Details: Instructor: Mark Santelman | Life & LTC Insurance Broker Cost: $20 individual/$25 couple. Saturday: May 18th OR June 15th 9:00am -11:30am
    Sat, May 18
    9:00 - 11:30 AM
    Washington Learning Center
    Sat, Jun 15
    9:00 - 11:30 AM
    Washington Learning Center
    View more info
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