Grants Pass Financial Advisor Offers Community Education Retirement Classes at Rogue Community College
EMP Financial Offers Financial Planning Courses For Local Community Members Investing In Themselves, Their Families, & Their Future
GRANTS PASS, Ore., Oct. 26, 2017 /PRNewswire/ -- As a part of the EMP Financial Community Outreach Program, Mike Pelfrey, EMP Financial Founder and Financial Advisor, is presenting three separate courses starting October 26th, 2017 titled "Long-Term Care Planning"; November 2nd, 2017 titled, "Social Security Retirement Benefits"; and November 9th, 2017 titled, "Estate Planning Basics." The courses will be held at RCC's Riverside Campus in Medford, Oregon.
Individuals contemplating long-term care, social security, retirement and estate planning have a growing number of questions and concerns. These courses will address basic issues regarding creating a sustainable income in retirement in any economic scenario, as well as, common retirement planning concerns including strategies for taking Social Security benefits.
Class One: Long-Term Care Planning:
- What long-term care is and where it's provided
- Strategies to pay for long-term care
- Key features and government incentives for long-term care insurance
- How Medicare and Medicaid factor into long-term care planning
Event Website
Class Two: Social Security Retirement Benefits
- What your full retirement age is and how your benefit is determined
- How retiring earlier than, or later than, your full retirement age will affect your Social Security benefit
- Why it's important to plan together with your spouse, and strategies you can use to boost retirement and survivor's benefits
- How working after you begin receiving Social Security could affect how much you receive
Event Website
Class Three: Estate Planning Basics
- Why you need an estate plan
- Strategies to plan for incapacity, including special health care directives
- Wills, trusts, and life insurance
- Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax
Event Website
Seminars include: Free workbook created for this presentation that includes key information, worksheets, and questions to help attendees remember important points from the seminar.
Location: Rogue Community College-Riverside Campus, 101 S. Bartlett St., Medford, OR 97501
Registration: Rogue Community College at (541) 956-7303 or click on the Event link here. Registration is only $25.
"I believe that you have a much greater chance for financial success and meeting your goals if you have a financial strategy. Community service is our passion. It is our way of showing appreciation and giving back to the community we so greatly appreciate," states Mike Pelfrey. EMP Financial provides financial advisory services to Grants Pass, Medford, Ashland, Eagles Point, Central Point, Glendale, Merlin and surrounding areas.
About Mike Pelfrey, Founder & Financial Advisor: Edgar Mike Pelfrey has been helping individuals, families and small business owners plan for their long term financial independence since 1989. Mike Pelfrey has a Series 6, a Series 63, and an Insurance Licenses. After helping clients in Arizona for the past 21 years, we are excited to open a second EMP Financial location in Grants Pass, Oregon.
About EMP Financial: EMP Financial was founded with the goal of assisting our clients in their financial lives. For each of their clients, they strive to create financial stability, security, independence, and peace of mind. EMP Financial specializes in tailoring your plans to fit your current situation and providing a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial. EMP Financial, 1349 SW Spruce St., Grants Pass, OR 97526. 541-237-8844.
Media Contact:
Jeannie McLaughlin
469-844-1317
[email protected]
www.advisormarketingmanagement.com
SOURCE EMP Financial
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