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Personal Finance
in Personal Enrichment
What is Your Plan for Long Term Care?
with Kerry Peabody
Learn what LTC services are, how they work and how much they cost. We will also discuss Medicare & Medicaid, and how they will, or won't, pay for care versus several different ways you can pay privately, with a close look at how long term care insurance works.
Thursday, March 28 or May 16, 6-8 p.m.
Adulting 101: Money
with FAME MAINE
Whether you’ve been Adulting for decades or are just getting started, banking basics, spending plans, credit scores and useful tools and apps are available to make the whole Adulting thing a little bit easier. You will be sent a ZOOM link closer to class.
My Dying “To Do” List
with Jill Braceland
Do you know how much paperwork is involved in organizing your estate? This quick overview deals with matters involving Family, Finances, Future, and Funeral. You will leave with a list of resources. This is an informational seminar only. Class will meet at the Kittery Community Center.
Tuesday, April 9, 1-3pm
Registration Fee: $21
Material Fee: $5, paid to instructor at class by cash/check
Adulting 102: Money Grows
with FAME MAINE
So, you’re on a budget, managing a bank account, and wondering about the next steps in your financial journey. In Adulting 102, we will look at the differences between saving and investing, and if you are ready to invest, how to get started. You will be sent a ZOOM link closer to class.
College: Getting there from here
with Irene Bowen
This presentation will cover questions to consider as you establish a college savings goal, savings strategies to help you reach your goal and the features and benefits of college savings plans. Irene is a financial advisor with Edward Jones.
Retirement by Design
with Irene Bowen
This presentation illustrates how you can translate your vision for retirement into tangible goals. Whether you're 10 or 40 years from retirement, you'll learn investment strategies to help design the retirement you want. We'll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track. Irene is a financial advisor with Edward Jones.
Estate Planning – Prepare for the Uncertainties of Life and Revocable Trusts & Irrevocable Trusts – Are They Right for You?
with Kathryn Bedell
This class will begin with an overview of basic estate planning, including Wills, Powers of Attorney, Health Care Directives, etc. The class will then delve into, learning how revocable trusts can help avoid probate and protect your privacy, and how irrevocable trusts can protect your assets from nursing home or Maine Care (Medicaid) liens. Discussion will include other strategies to safeguard assets from life events such as business failure or divorce of adult children. Kathryn Bedell is a lawyer in York, Maine and has been practicing for 31 years. Her practice focuses on estate planning, asset preservation, and probate matters.
Tuesday, May 14, 6:30-8:30 pm
Accounting Fundamentals Series
available
with ed 2go
To register or for more details visit:
https://www.ed2go.com/kae/online-courses/accounting-basics/
Accounting Fundamentals
In this course, you'll learn the basics of double-entry bookkeeping, as well as how to analyze and record financial transactions. You'll get hands-on experience with handling accounts receivable, accounts payable, payroll procedures, sales taxes, and various common banking activities. We'll cover all the bases, from writing checks to preparing an income statement and closing out accounts at the end of each fiscal period.
Accounting Fundamentals II
This course will build on the knowledge you gained in Accounting Fundamentals, to provide you with a solid understanding of corporate accounting practices. You'll explore such topics as special journals, uncollectible accounts receivable, plant assets, depreciation, notes and interest, accrued revenue and expenses, dividends, retained earnings, and various financial reports for corporations.