Money

All seminars and workshops are educational in nature; no financial products, services or insurances of any kind will be promoted in these classes.

Please click on the class title to be taken to our online registration system.

Retirement Planning- POPULAR

Whether you have just started your family, are thinking about retirement within the next 5-10 years or are just meeting your monthly expenses, your future financial comfort depends on creating—and sticking to—a long-term money management strategy. Recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans shows the need for sound financial strategies has never been greater. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this class can help you plan your future with confidence. This class can teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class could deliver rewards throughout your lifetime. NOTE: You may bring a guest at no additional charge, please provide the guest’s name and birth date when you register.

SESSION 1: Saturday * 3/13-3/20 * 9 am-12 pm * $49 * Dennis Starbuck * Rm: LT-303 (ONLY 2 SEATS REMAINING!)

SESSION 2: Mondays * 3/15-3/22 * 6-9 pm * $49 * Dennis Starbuck * Rm: LT-304

SESSION 3: Wednesday * 3/17-3/24 * 6-9 pm * $49 * Dennis Starbuck * Rm: FC-132 (ONLY 5 SEATS REMAINING!)

Estate Planning & Trusts: What You Need to Know- ONLY 4 SPOTS REMAIN!

Most people don’t like to think about dying, but it is something that everyone has to face, and COVID has certainly made us think more about that possibility. What will happen to the money you worked hard to save? Who will get your house, your car, or your jewelry? In order to ensure that your wishes about who should get what are heeded and that costs and inconveniences of probate and estate taxes are avoided after your death, it is critical to do estate planning now. Proper estate planning takes a relatively short time and will give you and your heirs’ tremendous peace of mind. With estate planning, you can make sure your medical and business decisions can be made by someone you trust if incapacity strikes—without court interference and with as little disruption as possible to your loved ones. Plus, if you’d like, you will have an opportunity to complete a Designation of Patient Advocate document right in class and have it witnessed right then. NOTE: Your class fee includes bringing a guest if you’d like; please provide their name at registration.

Wednesday * 4/14 * 6-8:30 pm * $35 * Diane Peters * Rm: LT-303