Joe Walsh Jr is once again presenting financial literacy classes through Adult & Community Enrichment (ACE) at Suncoast Technical College. A program of Sarasota County Schools, ACE provides lifelong learning opportunities to meet the changing needs of the Sarasota community.
Joe is a volunteer instructor, so all registration fees go directly to ACE.
Tues, Oct 18, 4:00 PM | Estate Planning Essentials: Where to Begin?
Estate planning is the key to making sure that everything you have worked for is passed on according to your wishes. These are difficult decisions, but if you don't make them, a court will.
Wed, Oct 26, 5:00 PM | 7 Things To Do When Planning for Retirement
You’re in the home stretch of the race to retirement, but now is not the time to be complacent. Your retirement plan may need alterations. (…You do have a retirement plan, don’t you?) These seven to-do items will help you shore up your retirement plan so you can approach the finish line with confidence.
Tues, Nov 1, 4:00 PM | Trusts 101
Everyone should have a will, but do you also need a trust? The more complex your assets or your beneficiary's situation, the more likely it is that you do need one!
Thurs, Nov 10, 4:00 PM | 20 Common Mistakes While Making Your Will and Trust
You want your wealth to pass to your heirs when you're gone, but even with the best of intentions you could accidentally disinherit someone! Estate planning is the key to making sure that everything you have worked for is passed on according to your wishes. These are difficult decisions, but if you don't make them, a court will.
Tues, Nov 15, 5:00 PM | Social Security's Best Kept Secrets
Did you know that there are more than 80 different strategies that a married couple can use to claim their benefits? With Social Security planning, it's not "one size fits all," and if you're not looking into all your options for collecting, you could make an expensive mistake.
Register online, or call ACE at 941-361-6590 for assistance. Classes are held at Suncoast Technical College, 4748 Beneva Rd, Sarasota, FL.
Walsh & Associates and LPL Financial do not provide tax and/or legal advice. Clients should consult with their personal tax and/or legal advisors regarding the tax consequences of investing.
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