Take advantage of Serve Another Seminars
Serve Another partners with a wide variety of organizations across the U.S. who have a desire to help their members/employees obtain a higher standard of living through professional free financial education. The opportunity to provide financial wellness education is something Serve Another takes very seriously.
Financial seminars
Our most popular workshop topics are listed below. There is no limit on the amount you choose to offer. Educational workshops can be held in person or virtually.
Class participants are encouraged to ask questions. They may also schedule a follow-up complementary consultation with the educator upon request. Serve Another has found this added attention to personal detail helps ensure participants are able to utilize what they have learned in their own life circumstances.
Serve Another is always working on new and innovative topics for workshops. Check back often to see what's new!
Social Security
Intro
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How does SS work?
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How are benefits calculated?
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Benefit optimization strategies
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Cost-of-living increase considerations
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Social Security Plus - A deeper look into your SS plan
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When do I start my benefit?
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What are my options for taking SS?
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What are delayed retirement credits? Will I get more money?
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How do IRAs and Social Security work together?
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Retirement Basics
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Taxes and inflation effects on retirement
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RMDs and IRAs
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Anticipating long-term care needs
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How to avoid outliving your money
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Long-Term Care (LTC) Coverage
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What is LTC coverage?
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When do I need to get LTC coverage?
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Low or no-cost coverage
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LTC and Medicare/Medicaid benefits
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Taxation 360°
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Today's taxes
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Tax terminology
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Tax avoidance strategies
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Tax-free savings
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Changing Times and Finances - What you need to know
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What should we anticipate and how do we adjust?
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Retirement options
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Benefit and TSP planning
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Career exit strategies
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Financial Strategies
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The three stages of your financial life
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The importance of tax strategies
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Planning for retirement
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Life's curveballs - college debt, taxes, disability, inflation, death
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Get "Fiscally"
Fit
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Cash-flow management
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Overcoming obstacles to wealth
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Tax and estate planning
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Maximizing your savings and investments
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Changing Times and Finances - What you need to know
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Charitable Giving
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College Planning
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Debt Elimination
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Inflaction - What is it and how will it affect me?
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Legacy Planning
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Rollovers and Consolidation
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Strategies for Business Owners
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