13 Results

  • *NEW* 7 College Planning Tips You Don't Know but Should

    Designed for families with students in grades 10-11Families often know more about the next appliance they are going to buy than the college education they are going to purchase, leading many to make avoidable mistakes that cost them thousands and hinder their ability to find the best fit for their child. Learn from a national expert insider tips that will greatly enhance your understanding of the college process, reduce anxiety and position your child for success. Learn how to avoid mistakes many make when trying to identify colleges that are truly the right fit, a behind-the-scenes view of how financial aid really works, actionable strategies to save thousands of dollars and tips for working with your teenager on a stressful and emotional process. An absolute must-see for parents and grandparents with college-bound students.If registering as a family only one person needs to register.
  • *NEW* College Savings and Your Child’s Future

    We all want the best for our children and their education tops that list. Explore that topic and define some areas of preparation that can be addressed now while they’re young. Review a program that parents, grandparents, and others can participate in that currently allows for tax-free growth if used for qualified educational purposes. This is an important class if the youth in your life will be attending college in the future. 
  • *NEW* Financing, Credit Repair & More for Potential Home Buyers

    The class no homebuyer should miss.Advantages and disadvantages to various financing types (Conventional, FHA, VA, RD), legitimate zero down programs, overview of Fannie Mae Home Ready program, and down payment assistance. Discuss matching a property to the financing, methods to repair credit as quickly as possible, time line of a transaction (what happens and when), importance of a home inspection and using the inspection report as a tool for negotiation. Explore the difference between types of ownership (condo/town home vs. single family) consider budgeting for home ownership vs. rental.
  • *NEW* Googlize Your Life

    Learn how the tools of Google can transform your life. Google has everything from email, calendar, spreadsheets, documents and presentations, all in a format that can be shared with friends and family. The mystery of the “Cloud” will also be explained. Let Google make your life easier. If you do not have a Gmail account please arrive 15 minutes early. Participants are welcome to bring their mobile device or laptop to classes: please bring device charger.
  • *NEW* Navigating Retirement Now and for the Future

    Explore a variety of things that will be important whether you are currently in retirement or retirement is on the horizon. What documents are important to have in order: Will, Power of Attorney/Executor, Health Care Directive. Discuss and compare long term care insurance, options related to life insurance policies, and stand alone long term care planning. Consider your distribution planning. Wealth accumulation, when possible, is important for all of us to consider. Proper planning for that process is an important consideration to avoid or limit potential tax implications. The distribution of that wealth during your lifetime or as part of a bequest after your passing must also consider a number of things when structuring a plan. 
  • *NEW* Photoshop Elements

    Introductory Adobe Photoshop Elements principles will be taught in this class. Participants will be introduced to the image editing capabilities of this software and will learn how to use tools to make your photos awesome and to make ads for online sites. 
  • Executor, Trustee or Guardian: Where do I Start?

    As an executor, personal representative, power of attorney, or guardian, this class will help you figure out your responsibilities. Understand the difference between these roles, who you should appoint, and what to do once you are appointed. This instructor is an attorney practicing in the areas of estate planning and probate. Question & answer time included.
  • How Wills and Trusts Can and Cannot Help You

    What is estate planning and why is it crucial? Explore the purposes for estate planning, basic plans for married couples and single individuals, and reviews wills and trusts in detail. Also reviewed are powers of attorney, guardianship, health care directives and the probate process. A well-planned estate will allow the maker to stay in control even in the event of disability, and will avoid probate and unnecessary fees and delays upon death.
  • Keeping the Family Cabin

    Whether you are dealing with a cabin, a second home, hunting land, rental property, or a farm, keeping real estate in the family and avoiding problems requires a good plan and solid professional advice. Protect your most valued assets from creditors, probate, and the court system. Learn options and strategies for minimizing disputes and keeping a cabin or other family-owned property within the family for generations to come. 
  • Social Security Claiming Facts & Maximization Strategies

    How do you max out Social Security? Explore claiming rules and strategies for couples, divorcees and widowed surviving spouses 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”. If you are within 10 years of retirement, this is a “must attend” course.
  • What Happens if a Nursing Home is Needed?

    What issues does a family need to consider if a member needs long-term care? Learn about the Medical Assistance long-term care program, Veterans Administration long-term care program, Medicare, the look-back period, spend downs, and making gifts.
  • Write Your Own Health Care Directive/Power of Attorney

    If you become incapacitated, who will carry out your wishes regarding your health care and personal financial affairs? By having a plan, you get to make your own choices. Learn about and draft a Health Care Directive and a Power of Attorney using a computer. Participants should be comfortable using a computer with some typing skills.  Students will leave the course with a valid Health Care Directive and Power of Attorney. 
  • 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 in excess of one million dollars or who need a Trust as well.