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Sorry this class has been cancelled

Financial Planning

Ages:18 &up |   Tuesdays  |   6:30-8:30pm  |   10 wks

09/17/24-11/26/24 (no class on 11/5)

Eagleville Elementary Classroom #114 |Instructor: Gary Greco



This class will focus on a financial planning pyramid starting with life insurance as the foundation up to retirement.

Foundation- Defensive objectives-Protect the here and now

What you earn, own, owe and those you love.

Offensive objectives-Prepare for the future

Major purchases, emergencies, college education, retirement

Aggressive objectives- Build assets

Diversify to reduce risk, maximize qualified plan contributions and overpower inflation

Progressive objectives-Pass along assets

Estate conservation, charitable giving, tax efficiency and business continuation strategies 



Registration deadline: 9/12/24