Seminars

Savvy IRA Planning

Discover seven strategies for IRA planning and six rollover options for your retirement plan funds. What are three common required minimum distribution mistakes and how can you prevent them? Learn the difference between indirect and direct rollovers and three different options for spousal IRA beneficiaries. Explore how to coordinate your IRA planning with your overall retirement and estate strategy.

 

When: Tuesday, January 31, 2023 - 5:30 PM - 8:30 PM
Where: This seminar is online and is offered by the Santa Fe Community College.
Host: Peter Murphy
Phone: (505) 795-7910
 

Retirement Income Make Your Money Last

This course introduces concepts and practices that help you make the most of your retirement assets. Learn how to size up your current situation and sources of income. Explore alternative distribution methods, understand distribution rules, how to develop an investment strategy and prepare for the unexpected. Make the most of retirement income stress. The registration fee includes a workbook.

To register please click the link below. In the instructor field type in Peter Murphy, press the "Go" button and choose the seminar you wish to register for: https://sfcc.augusoft.net/index.cfm?fuseaction=1070

When: Tuesday, February 21, 2023 - 5:30 PM - 8:30 PM
Where: This seminar is online and is offered by the Santa Fe Community College.
Host: Peter Murphy
Phone: (505) 795-7910
 

Savvy Tax Planning

Understand the Tax Cuts and Jobs Act of 2017 to make better planning decisions. Discuss how this law affects you, your family and your business and whether these changes will increase or decrease your future tax obligations. Discuss how to benefit from the new law and what changes you should consider making now and in the future. Learn about retirement tax strategies affected by the law.

To register please click the link below. In the instructor field type in Peter Murphy, press the "Go" button and choose the seminar you wish to register for: https://sfcc.augusoft.net/index.cfm?fuseaction=1070

When: Thursday, March 9, 2023 - 5:30 PM - 8:30 PM
Where: This seminar is online and is offered by the Santa Fe Community College.
Host: Peter Murphy
Phone: (505) 795-7910
 

Long Term Care Planning

Explore the range of issues families typically confront in Long-Term Care situations. Few families have prepared for the problems triggered by a caregiving crisis that endangers a loved one's welfare and disrupts family harmony. This workshop explains key personal, medical, legal and financial concepts that need to be addressed in a caregiving plan. A Caregiving Plan Overview Checklist, Resources List, Plan Template, Documents Checklist and Resources Guide will be provided.

To register please click the link below. In the instructor field type in Peter Murphy, press the "Go" button and choose the seminar you wish to register for: https://sfcc.augusoft.net/index.cfm?fuseaction=1070

When: Tuesday, March 14, 2023 - 5:30 PM - 8:30 PM
Where: This seminar is online and is offered by the Santa Fe Community College.
Host: Peter Murphy
Phone: (505) 795-7910
 

Financial Cybersecurity

Cybersecurity is a growing financial issue as data breaches, scams and identity theft are on the rise. What steps can you take to improve your online security? Learn the top ten identity theft you face and the actions you must take to stay safe. Create an action plan to improve your cybersecurity by following the checklist covered in class.

 

To register please click the link below. In the instructor field type in Peter Murphy, press the "Go" button and choose the seminar you wish to register for: https://sfcc.augusoft.net/index.cfm?fuseaction=1070

When: Thursday, April 6, 2023 - 5:30 PM - 8:30 PM
Where: This seminar is online and is offered by the Santa Fe Community College.
Host: Peter Murphy
Phone: (505) 795-7910
 

Student Loan Payback Options and Your Financial Future

Designed for both college graduates with student loans and parents with PLUS or private loans, this informative class will provide an in-depth look at student loan repayment options and strategies in the context of debt management, cash flow, budgeting, and financial goals. You’ll learn about forgiveness programs, loan consolidation, income-based repayment plans, and how to prioritize payments and savings. Participants will leave with the tools and information they need to move forward with confidence.

To register please click the link below. In the instructor field type in Peter Murphy, press the "Go" button and choose the seminar you wish to register for: https://sfcc.augusoft.net/index.cfm?fuseaction=1070

When: Tuesday, April 11, 2023 - 5:30 PM - 8:30 PM
Where: This seminar is online and is offered by the Santa Fe Community College.
Host: Peter Murphy
Phone: (505) 795-7910
 

College Planning

College Planning can be an anxious and overwhelming process for parents, and the consequences of poor planning can leave children and families saddled with debt. Paying for college isnt as scary as tuition rates would lead you to belive. With some know-how, you can slash the price tag of sending your child to college. Learn strategies to make paying for college more affordable. 

To register please click the link below. In the instructor field type in Peter Murphy, press the "Go" button and choose the seminar you wish to register for: https://sfcc.augusoft.net/index.cfm?fuseaction=1070

When: Thursday, April 20, 2023 - 5:30 PM - 8:30 PM
Where: This seminar is online and is offered by the Santa Fe Community College.
Host: Peter Murphy
Phone: (505) 795-7910
 

Social Security Planning & Understanding Your Medicare Options

This informative class covers the basics of Social Security and reveals strategies for maximizing your benefits. Learn when to apply for benefits, when it makes sense to delay benefits, how to estimate your benefits, how to minimize taxes on Social Security benefits, how to coordinate Social Security with your other sources of retirement income and other tips. Review different scenarios of when to choose to take Social Security payments along with a discussion on Medicare Part A, B, C and D options.

 

To register please click the link below. In the instructor field type in Peter Murphy, press the "Go" button and choose the seminar you wish to register for: https://sfcc.augusoft.net/index.cfm?fuseaction=1070

When: Saturday, May 6, 2023 - 9:00 AM to 1:\PM
Where: This seminar is online and is offered by the Santa Fe Community College.
Host: Peter Murphy
Phone: (505) 795-7910
 

Savvy IRA Planning

Discover seven strategies for IRA planning and six rollover options for your retirement plan funds. What are three common required minimum distribution mistakes and how can you prevent them? Learn the difference between indirect and direct rollovers and three different options for spousal IRA beneficiaries. Explore how to coordinate your IRA planning with your overall retirement and estate strategy.

 

When: Tuesday, May 30, 2023 - 5:30 PM - 8:30 PM
Where: This seminar is online and is offered by the Santa Fe Community College.
Host: Peter Murphy
Phone: (505) 795-7910
 

Retirement Income Make Your Money Last

This course introduces concepts and practices that help you make the most of your retirement assets. Learn how to size up your current situation and sources of income. Explore alternative distribution methods, understand distribution rules, how to develop an investment strategy and prepare for the unexpected. Make the most of retirement income stress. The registration fee includes a workbook.

To register please click the link below. In the instructor field type in Peter Murphy, press the "Go" button and choose the seminar you wish to register for: https://sfcc.augusoft.net/index.cfm?fuseaction=1070

When: Tuesday, June 6, 2023 - 5:30 PM - 8:30 PM
Where: This seminar is online and is offered by the Santa Fe Community College.
Host: Peter Murphy
Phone: (505) 795-7910
 

College Planning

College Planning can be an anxious and overwhelming process for parents, and the consequences of poor planning can leave children and families saddled with debt. Paying for college isnt as scary as tuition rates would lead you to belive. With some know-how, you can slash the price tag of sending your child to college. Learn strategies to make paying for college more affordable. 

To register please click the link below. In the instructor field type in Peter Murphy, press the "Go" button and choose the seminar you wish to register for: https://sfcc.augusoft.net/index.cfm?fuseaction=1070

When: Tuesday, June 20, 2023 - 5:30 PM - 8:30 PM
Where: This seminar is online and is offered by the Santa Fe Community College.
Host: Peter Murphy
Phone: (505) 795-7910
 

Savvy Tax Planning

Understand the Tax Cuts and Jobs Act of 2017 to make better planning decisions. Discuss how this law affects you, your family and your business and whether these changes will increase or decrease your future tax obligations. Discuss how to benefit from the new law and what changes you should consider making now and in the future. Learn about retirement tax strategies affected by the law.

To register please click the link below. In the instructor field type in Peter Murphy, press the "Go" button and choose the seminar you wish to register for: https://sfcc.augusoft.net/index.cfm?fuseaction=1070

When: Tuesday, June 27, 2023 - 5:30 PM - 8:30 PM
Where: This seminar is online and is offered by the Santa Fe Community College.
Host: Peter Murphy
Phone: (505) 795-7910
 

Social Security Planning & Understanding Your Medicare Options

This informative class covers the basics of Social Security and reveals strategies for maximizing your benefits. Learn when to apply for benefits, when it makes sense to delay benefits, how to estimate your benefits, how to minimize taxes on Social Security benefits, how to coordinate Social Security with your other sources of retirement income and other tips. Review different scenarios of when to choose to take Social Security payments along with a discussion on Medicare Part A, B, C and D options.

 

To register please click the link below. In the instructor field type in Peter Murphy, press the "Go" button and choose the seminar you wish to register for: https://sfcc.augusoft.net/index.cfm?fuseaction=1070

When: Saturday, July 29, 2023 - 9:00 AM to 1:00 PM
Where: This seminar is online and is offered by the Santa Fe Community College.
Host: Peter Murphy
Phone: (505) 795-7910