Seminars

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: Thursday, October 6, 2022 - 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
 

4 Keys to Cutting College Costs

What parents need to know to save on sending thier child to college. 

To view the flyer for this seminar please click on the link below:

4 Keys to Cutting College Costs

When: Saturday, October 22, 2022 - 9:30 AM to 11:30 AM
Where: 613 Old Santa Fe Trail
Santa Fe, NM 87505
Host: Silas Peterson
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, October 25, 2022 - 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: Thursday, November 10, 2022 - 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: Tuesday, November 15, 2022 - 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, November 19, 2022 - 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