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Estate Planning – Prepare for the Uncertainties of Life
with Kathryn Bedell
Overview of basic estate planning, including Wills, Powers of Attorney, Health Care Directives. Kathryn Bedell is a law partner at Ballou & Bedell in York and has been practicing for almost 30 years. Her practice focuses on estate planning, asset preservation, and probate matters. Class is scheduled to meet in person but if circumstances change, you will be notified and sent a link to attend virtually using Zoom meetings online.
Tuesday, March 2, 6:30-8:00 pm
Course Fee: $15
An Introduction to Annuities
with Kerry Peabody
This course will cover the basics of how an annuity can be used - for guaranteed returns, protection of principal, guaranteed lifetime income, and more. We’ll also discuss what to watch out for, and how to avoid making an annuity mistake that you’ll regret. Class is scheduled to meet in person but if circumstances change, you will be notified and sent a link to attend virtually using Zoom meetings online.
Tuesday, March 9, 6-8 p.m.
Course Fee: $15
First Time Home Sellers
with Stephen Bousquet
Stephen, a local real estate broker from the Kittery area, developed this seminar for the purpose of giving homeowners the necessary tools and knowledge for what it takes to prepare for a move both physically and psychologically. Steve brings to this seminar the experience gained from a long real estate career in Vermont.
3 Thursday sessions
March 18 or April 29 or May 27, 6:30-8 p.m.
Course Fee: $20
Revocable Trusts & Irrevocable Trusts – Are They Right or You?
with Kathryn Bedell
IMPORTANT: PLEASE NOTE DATE CHANGE.
It is recommended but not required, that you attend the Estate Planning class first. Learn 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 law partner at Ballou & Bedell in York. Her practice focuses on estate planning, asset preservation, and probate matters. Class is scheduled to meet in person but if circumstances change, you will be notified and sent a link to attend virtually using Zoom meetings online.
Tuesday, April 13, 6:30-8:00 pm
Course Fee $15
Budgeting with Excel
with Carol Reed
Do you want to learn how to set up a method to budget that can help you manage unexpected costs that come up? We will use Excel to create a spreadsheet that can be adjusted for those unplanned expenses. We will apply basic Excel formulas for the math calculations needed. Carol has experience working with adult education in Maine and community college teaching through Mount Wachusett Community College.
Tuesday, May 4, 5:30-7:30 pm
Course Fee: $25
with ed 2go
Demand for accounting professionals currently exceeds supply. If you're interested in increasing your financial awareness while also gaining a marketable skill, this course is for you. 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. Whether you're a sole proprietor looking to manage your business finances or you simply want to gain an understanding of accounting basics for career advancement or for personal use, this course will give you a solid foundation in financial matters.
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