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  • *NEW* Buying and Selling in Today's Market

    Join our interactive home buyer and seller class. Facilitators Rachel and Katie have over 30 years of experience to help guide you through the home buying journey. Whether you’re a first-time homebuyer, interested in moving up, or curious about downsizing, you’ll learn valuable insights into today’s market and what it takes to successfully make your next move. Topics for buyers include mortgage and financing options, budgeting, strategies for getting the best deal, the role of credit scores, and inspections and contracts. Topics for sellers include preparing your home for selling, setting a price, marketing strategies and negotiating offers. We’ll also discuss market trends, staging your home, legal and financial responsibilities when selling, pricing strategies, and how to buy and sell at the same time. There will be time included for questions and answers.
  • Medicare 101

    Planning for Medicare is intimidating. If you or a family member is nearing the age of 65, you should plan to attend to learn the basics of what Medicare is, how it works, how to avoid penalties, and what you need to know to prepare yourself for this process. If registering as a couple, only select one person at time of registration. The name of your significant other will be asked as a question during checkout.
  • Social Security Claiming Facts & Filing Strategies

    How do I maximize my Social Security benefits? Explore claiming rules and strategies for couples, divorcees and widowed-surviving spouses to show you how to get the most out of your Social Security benefit. Discuss the important role Social Security plays in your overall retirement planning, ways to maximize your benefits and how to avoid becoming a victim of the “Widow Trap." You should attend if you are within 10 years of retirement. If registering as a couple, only add one person to your cart. The name of your significant other will be asked as a question during checkout.
  • Why You Can't Always Trust Your Trust (virtual)

    The trust is a very popular component and tool to be used in our estate planning. However, there are a variety of vastly different Trust options to be used and the question arises: "Am I using the right Trust for my needs and goals?" Often used Trusts include: Living Trusts, Testamentary Trusts and Irrevocable Trusts, each serves a different purpose, each has a different result. One common problem that often needs addressing is the over-utilization of the Living Trust for goals or problems that it does not resolve. For example, "Does my Living Trust protect my assets against Medicaid and the nursing home?" The answer is probably no. The Irrevocable Trust and the Testamentary Trust each have their strengths and weaknesses as well. We will clearly define the strengths and weaknesses of these different types of Trusts and when to use them. Explore your goals and wishes to see where they fall in the realm of Trusts. Class encourages questions and we hope to provide answers that will set your mind at ease or assist you in the decision making in this area. If registering as a couple, only add one person to your cart. The name of your partner will be asked as a question during the checkout process. A zoom link will be sent to the email used during registration.
  • Write Your Own Will

    Participants should be comfortable using a computer with some typing ability. Prepare a valid will on a computer and learn about probate, estate planning, and wills. Some prep work required; packet will be sent prior to class. NOTE: This is a "simple will" class, not appropriate for those who have assets more than one million dollars or who need a Trust as well. Couples must register individually.