What happens to your spouse and family after you are gone? Standard estate documents do not begin to address the stress, confusion, and potential conflicts that can plague survivors after a family member’s death. This course will help guide you through "The Family Love Letter," an enduring expression of love designed to help bequeath your family the invaluable gift of "Peace of Mind."
Learn how to protect and preserve assets from the costs of long-term care. This course is not only for seniors, but family members of seniors who may be called upon to deal with these issues. You will learn about how to qualify for helpful governmental programs, leverage Medicaid to protect your own assets, and the steps you should be taking now before the crises hits. These concepts will be covered: long-term care insurance, the essential estate planning documents, and health insurance under the Health Care Reform Act. The course is co-instructed by an Elder Law Attorney and a Certified Financial Planner. Senior adult and disabled retiree course fee waivers apply.
How does your money grow? How does the market work? Would you like to learn about ways to generate more income, reduce taxes, or protect your assets from inflation? Learn the four most common mistakes that people make and ways to avoid them. Emphasis is on real-life examples of success with tax free bonds, stocks, and mutual funds. Recent changes in the tax law will be covered. Senior adult and disabled retiree course fee waivers apply.
A stock market crash could happen anytime, and it takes years to recover. What have we learned from past events to help us plan for a better future? Investors seeking to protect their life savings from a sudden market decline will look at different strategies and tools to reduce risk and preserve savings.
Get the nuts and bolts of how to hammer out your future! Learn from a panel discussion about the tools and resources for the aging continuum of care: topics include elder law case studies, geriatric care management, long term insurance, income generation and distribution strategies, private duty healthcare, home modification, and real estate and move coordination.
Join us as we discuss Life, Health, and Disability insurance, with an emphasis on Long-Term Care Insurance. Managing risk with an insurance company impacts you regardless of age. It's important to periodically evaluate your coverage to determine if it meets your needs. Change is a part of life. Learn about the basics of insurance, as well as up-to-date information on the Affordable Care Act, Medicare, and Medicare Supplements that can affect you. We're here to answer your insurance questions!
When you turn 65, the federal government gives you a birthday
present: enter into the brave new world of Medicare. This course
will address Medicare basics and help you navigate through
potentially costly traps. We will also discuss how to shop for the
private insurance you need to supplement Medicare.
Explore the issues and financial concepts that are important to retirees. In straightforward language, learn financial strategies designed to accomplish objectives such as tax-efficient income planning, lifestyle preservation, inflation protection and providing a legacy. But remember, money is only one aspect of post-retirement planning. We introduce fun and fulfilling activities such as travel, hobbies, sports, crafts, socializing, business ventures and lifelong learning, to help you make the most of your retirement years. Includes a 142-page illustrated workbook.
Material Fee: $39
1:00 PM - 3:30 PM
A spouse/partner can attend for an additional $10.Use CRN 25823 for 2 attendees and pay $49.Participants share a workbook.
9:30 AM - 12:00 PM
Darlington Hall, Rm. 126
A partner/spouse can attend by using CRN 25825.Cost is $49 and participants share a workbook.
It's not just what you save for retirement, it's how you manage it in retirement. Learn the 13 mistakes to avoid when managing money during retirement. Learn to maximize your retirement income, minimize your tax burden, and ensure that your money is spent as you want. Class is co-instructed by a Certified Financial Planner specializing in retirement income planning and a CPA. Senior adult and disabled retiree course fee waivers apply.
Ladies: Get fiscally fit with a financial overview in key areas of money management. Choose to attend the entire series or individual topics of interest. Join a community of women who want to get savvy and take control today!
Course Fee: $69
Material Fee: $8
6:30 PM - 8:30 PM
Use course 25545 to register for the series. Series includesSocial Security Strategies for Women, Retirement "Pearls ofWisdom" for Women, and Financial Planning Basics for Womenof all Ages.
Savvy Woman Series: Financial Planning Basics for Women of All Ages
While there is no such thing as a "one size fits all" financial plan, this overview will help you focus financial goals and activities in the right direction. Enjoy an open discussion about money, without the pain of charts and old-fashion money fixes. Learn some tips that may provide financial game-changers so you may become financally savvy. We will work through a financial planning case so you can experience an actual financial planning discussion.
Course Fee: $29
6:30 PM - 8:30 PM
Savvy Woman Series: Retirement "Pearls of Wisdom" for Women
This class will grip your heart and open your eyes to the financial facts of retirement. Jodi Davis will serve as a facilitator and interview a panel of wonderful women sharing their personal path and the financial lessons learned, before and after retirement. These women will inspire you with their “pearls of wisdom” as they share their very personal and inspiring stories.
Course Fee: $29
6:30 PM - 8:30 PM
Bel Air Hall, Rm. 103
Savvy Woman Series: Social Security Strategies for Women
This class is for every woman facing the future challenge of applying for Social Security benefits. There will be a thorough review of the Social Security program and how it favors women (married, divorced, or widowed). We will also discuss the top five mistakes women make when filing for Social Security benefits. Please note - spouses are welcome!
A little planning now may save your family a lot later! Learn the basics of what should be contained in your Last Will and Testament, what other legal documents are essential, and how trusts can play an important part in your estate plan. Concepts to be covered are what is probate and do you need to avoid it, latest laws on the federal estate tax, should the deed to your home be changed, and little known asset protection strategies. Senior adult and disabled retiree course fee waivers apply.