-
Estate Settlement WorkshopFinanceDiscover that when someone dies their “stuff” officially becomes their “estate.” Discover that the designation of their assets, debts, heirs, etc., can change or be re-defined after death as part of the “estate.” Leave the workshop assured that if you are left in charge, you will bear no personal responsibility for any “estate” issues. No discounts.Winter 2021
-
Medicare 101:Taking The confusion out of MedicareFinanceAre you turning 65? This workshop will cover understanding Medicare Part A, B, C and D. What is the difference between a Medicare supplement and Medicare advantage plan? What does Medicare cover and what does it not cover ? ALL ARE WELCOME !Spring 2021
-
Retirement Income PlanningFinanceLearn how to plan for income in retirement and avoid the risk of running out of money. The course addreses the impending realities of sustaining one's lifestyle while departing from the workplace.Spring 2021
-
Truth about Estate and Legacy PlanningFinanceProperly titling your assets is the key to estate planning. We will define and discuss wills, living wills, trusts, trust funding, estate plans, probates and estate/death taxes. An explanation of how legal fees are determined and strategies to reduce your overall costs significantly, how to protect and leave your assets to your loved ones and how to "stretch" and protect your retirement accounts, will also be covered. No discountsSpring 2021
-
Starting SoonTruth about Estate and Legacy PlanningFinanceProperly titling your assets is the key to estate planning. We will define and discuss wills, living wills, trusts, trust funding, estate plans, probates and estate/death taxes. An explanation of how legal fees are determined and strategies to reduce your overall costs significantly, how to protect and leave your assets to your loved ones and how to "stretch" and protect your retirement accounts, will also be covered. No discountsWinter 2021