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Classes

Classes2022-04-06T20:21:42+00:00

Attend Our Next Class

When it comes to your retirement, the choices you make can have a long-lasting impact. Learning about your choices before you retire can save you thousands of dollars. That’s why we host free online monthly classes – so you can make smarter financial decisions and live a better life.

Classes Include

  • Investment Management

  • Life Insurance

  • Tax Planning

  • Social Security Planning

  • Medicare

  • Estate Planning

Upcoming Classes

Retirement Income Planning

Are you confused about the different pieces of your retirement income plan? If so, this online class is for you. Register to discover how to easily understand the rules on your retirement accounts and how you can avoid the three biggest dangers you will face in retirement.

Taxes in Retirement

Is it really possible to generate tax-free income in retirement? Join us to learn strategies that can help pre-retirees and retirees reduce or minimize taxes on your retirement income.

Social Security

Should you wait until 70 to maximize your social security? During this online class we will discuss claiming strategies, how recent changes can affect your RMDs, and how you can potentially increase your benefits with effect tax filing strategies.

INTELLIPLAN FINANCIAL

670 Morrison Rd., Suite 210
Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its corporate registered office in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Intelliplan Financial and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance offered through Intelliplan Financial are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com. 

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