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7 Results

  • Demystifying Social Security

    Deciding how and when to claim Social Security is one of the most critical financial decisions a person will make in his or her lifetime. By not understanding the many complex rules surrounding Social Security, you could leave thousands of dollars on the table. In this class, you will learn when you should file for Social Security benefits? What are the advantages and disadvantages of filing at age 62 or deferring to age 70? How does the November 2015 change in the rules affect me? How can I make sure I am taking advantage of available spousal, survivor or divorced benefits? How much of my Social Security will be subject to income tax? What potential changes are in store for Social Security and how might they affect my claiming decision? These questions and many more will be answered in this very important class. No Senior/Staff Discount.
  • Essential Estate Planning

    Did you know estate planning helps you while you are alive and not just for when you pass away? In this program, attendees will learn how Health Care Proxies and Health Care Directives, Durable Powers of Attorney, Wills, and Trusts can protect you and your family members including: the purpose of these documents; the roles of the appointed agents so you can determine the best person for the job; how to start conversations with your children and parents about their healthcare wishes; and how to manage these documents so you can access them when you need them most.
  • Financial Literacy for Teens

    The purpose of this course is to give students an understanding of what they will need to know to have a successful financial life during and after living in their parents’ home. We will look at topics such as paychecks (explain the different sections), mortgages (buying a home), credit cards (how to use them correctly). Bring your questions - there will be time for Q&A. As topics of interest are introduced, all questions will be answered. Parents are welcome to attend too!
  • Three Critical Documents for Parents of Young Children

    What would happen to your children if something were to happen to you? When there’s no estate plan in place, the answers are not as straight forward as you may think. Learn about the three critical documents you should have in place to protect you and your loved ones, as well as some other commonly utilized estate planning tools that can help you navigate a crisis.
  • Understanding Medicare

    If you are close to age 65 or already on Medicare, this class is for you! The class is designed to fully enlighten you on how Medicare works and the different health care choices available to those age 65+. In this class you will learn; How are parts A, B, C and D integrated? What is Medicare Advantage? What are the pros and cons of HMO’s, PPO’s and Medigap plans? Should I take Medicare if I am still employed? How do I avoid late sign up penalties? Does any part of Medicare cover long-term care expenses? These questions and many more will be answered in this very important class. No Senior/Staff Discount.
  • Understanding the Stock Market & Investing

    The stock market and investing can be a very confusing place for anyone looking to start. This 4-week class will cover the different types of investing accounts, US indexes, investing styles, and types of investments. This class will also dig deeper into the financial terminology and numbers that are used frequently to analyze the market. All levels of investors are welcome and no prior investing experience is required.
  • What Happens After the Paychecks Stop?

    If you are nearing retirement or recently retired, this educational workshop will examine how to budget for retirement expenses and your potential sources of retirement income. We’ll also identify some of the potential risks to your retirement income and ways to address them. No Senior/Staff Discount.