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Personal Finance
in Personal Enrichment
Common Estate Planning Mistakes
with Jessica Powers
Oct 17, 2017 at 6 pm, runs for 1 week Attorney Jessica Powers will discuss the common areas of concern when drafting or revisiting an estate plan. Her approach offers the expertise in both the legal and financial aspect of this important process. If you’ve never done an estate plan, this will show you what a good and thorough one should look like. If you’ve done an estate plan a long time ago, this will show you what laws have changed. If you’ve done an estate plan recently, this will be a good double check to make sure it was done correctly.
Tuesday, Oct. 17, 6-8 pm., 1 session
Course Fee: $5
Fundamentals of Investing
with Heather Levasseur
Oct 26, 2017 at 6 pm, runs for 1 week How, What, Where and When?
Our workshop consists of information that will cover the fundamentals or basics of investing. Whether you are an experienced investor or just starting out, you should find the session helpful in maintaining or building a solid financial foundation. With so many investment choices available, it is important that you understand them and how they can help you reach your long-term goals. It is also important for some of you to simply get back to basics.
Thursday, Oct. 26, 6-7:30 p.m., 1 session
Course Fee: $5
Mapping Your Journey: Plan and Control Your Financial Future & Provide for Your Retirement
with Heather Levasseur
Oct 12, 2017 at 6 pm There are three parts to this session: building your foundation, planning for your retirement (which includes establishing insurance protection until you retire), and fundamentals of sound investing. To help you retire successfully, you’ll need to know exactly where you want to go and what type of lifestyle you want to have. We will talk about how to provide for your retirement, and in particular, how to take advantage of the retirement and other benefit plans your company may offer. Heather is an Accredited Wealth Management Advisor and a Registered Paraplanner.
Thursday, Oct. 12, 6-7:30 p.m., 1 session
Course Fee: $5
Medicaid Planning Tools
with Jessica Powers
Sep 26, 2017 at 6 pm, runs for 1 week Attorney Jessica Powers will introduce basic Medicaid planning tools, centering on trust-based Medicaid planning. It will review Medicaid requirements for both single applicants and married applicants, and discuss ways in which spouses can further protect assets against nursing home costs.
Tuesday, Sept. 26, 6-8 pm., 1 session
Course Fee: $5