Finance & Legal   

We all know that we need a will and powers of attorney, but successful wealth planning today requires a broader and more nuanced approach to legacy planning to ensure family success. This course begins with a philosophical context for successful inter-generational planning and then expands to a technical discussion of disposition, tax optimization, elder law, and communication strategy. Participants will leave with a foundational skill set that allows them to diagnose and design a plan for legacy planning targeted toward multi-generational success.

We all know that we need a will and powers of attorney, but successful wealth planning today requires a broader and more nuanced approach to legacy planning to ensure family success. This course begins with a philosophical context for successful inter-generational planning and then expands to a technical discussion of disposition, tax optimization, elder law, and communication strategy. Participants will leave with a foundational skill set that allows them to diagnose and design a plan for legacy planning targeted toward multi-generational success.

The FTC says that scams are not going away and are only getting worse and more sophisticated. According to the Global Anti-Scam Alliance, victims worldwide lost $1.03 trillion in 2024. Do you know what to look for? Do you know how to protect your personal information and finances? Join Mary Bach, chair of the AARP Consumer Issues Task Force, and her guest, FBI Supervisory Senior Resident Agent Brian Oman, for this informative and worthwhile presentation and discussion of current frauds and scams, filled with lots of beneficial tools and tips to help you avoid being victimized. Spot and stop scams!

This course discusses ideas to help build a reasonable and sustainable strategy for managing income and expenses during retirement. We’ll explore how to address key concerns such as inflation, health care expenses, and market volatility as well as ways to prepare for things that may not go as expected. We'll also look at the four pillars of health, family, purpose, and finances. You’ll have an opportunity to think through your own circumstances, goals, and challenges so you can take action today that can impact your quality of life in retirement.

Christy Fawcett will discuss three of the most sensational cases she tried during her more than thirty years as a prosecutor. These will include the infamous Mark Spotz murder case, a case in which the motive for murder was shopping, and an early prosecution of the Sinaloa Drug Cartel. These cases have been presented before but will be slightly modified.

Intellectual property has become an increasingly important part of American life over the past few decades. Rick Bigelow, a nuclear engineer and registered patent and trademark attorney, will discuss what intellectual property is and the various ways in which intellectual property can be protected. In addition, he will discuss what every business and every individual should know about intellectual property both in the United States and internationally.

Intellectual property has become an increasingly important part of American life over the past few decades. Rick Bigelow, a nuclear engineer and registered patent and trademark attorney, will discuss what intellectual property is and the various ways in which intellectual property can be protected. In addition, he will discuss what every business and every individual should know about intellectual property both in the United States and internationally.

Explore how money is going digital. This course explains Bitcoin, Ethereum, stablecoins, and the blockchain technology behind them. Discuss how digital wallets work, why these innovations matter, and what they could mean for the future of finance.

Explore how money is going digital. This course explains Bitcoin, Ethereum, stablecoins, and the blockchain technology behind them. Discuss how digital wallets work, why these innovations matter, and what they could mean for the future of finance.