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In-Person Classes >> Personal Finance, Aging, Retirement Planning
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Join us for a class to learn more about your personal or professional development.

 

 
During this workshop, Paul Tramontozzi, CFP®, Wealth Advisor with Lob Planning Group, and Michael Coogan, Medicare specialist, with Medicare Resources ...  View More

Schedule : Weekly - Tue 1:00 PM - 2:00 PM; starting 10/5/2021, ending 10/5/2021

Tuition: $20.00

Location : Bet Am Shalom Synagogue Location : 
  Bet Am Shalom Synagogue.

Instructor : Multiple Instructor :
 1.Michael Coogan  2.Paul Tramontozzi 

 
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Do you want to avoid estate taxes legally and prevent nursing home costs from depleting your family assets?  Are you concerned about your estate bei ...  View More

Schedule : Weekly - Thu 12:00 PM - 1:30 PM; starting 10/14/2021, ending 10/14/2021

Tuition: $20.00

Location : Bet Am Shalom Synagogue Location : 
  Bet Am Shalom Synagogue.

Instructor : Neil R. Lubarsky 

 
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