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  • Estate Planning Solutions

    Wills, Trusts, Health Care Directives and Powers of Attorney will be explained. Learn when a Will is sufficient and when you might prefer a Trust. Learn ways to avoid probate. Discussion of common mistakes will help you avoid unwanted consequences.
  • University of Pennsylvania (flickr) (CC BY 2.0)

    How to be a Smart College Shopper

    Your student is getting ready for college. You saved your money. Is it enough? How to be a smart shopper! Learn where your student will fit best, academically, socially and financially. Which schools will offer your student the largest merit scholarships? How do you apply for grants and how does the FAFSA work? Get an education, not a debt! This class is being held online, interactive through Zoom. You can choose to enable your camera and audio, or just view the live content. More information will be sent before class.
  • Savvy Social Security Planning and Medicare Basics for Couples

    Now is the time to start planning for Income in Retirement. You will learn: Social Security 5 factors to consider when deciding to apply for benefits When it makes sense to delay benefits and when it does not How to estimate your benefits Innovative strategies for coordinating benefits with your spouse How to minimize taxes on Social Security Benefits How to coordinate Social Security with your other forms of retirement benefits Medicare How Medicare enrollment periods work – and what you need to do to avoid late-enrollment penalties How much you can expect to pay in health care cost after going onto Medicate How Medicare works with private insurance to provide comprehensive coverage Why most people pay too much for private insurance and how you can avoid excess costs Why you must plan for higher health care costs in retirement – including the possibility of needing long-term care.
  • Savvy Social Security Planning and Medicare Basics for Divorced and Widowed Individuals

    Divorcees and Widows/Widowers have options of how and when to receive their Social Security Income. You will learn: Social Security 5 factors to consider when deciding to apply for benefits How to estimate your benefits Rules regarding Divorced Spousal Benefits Innovative strategies for coordinating Survivor benefits. How to minimize taxes on Social Security Benefits How to coordinate Social Security with your other forms of retirement benefits Medicare How Medicare enrollment periods work – and what you need to do to avoid late-enrollment penalties How much you can expect to pay in health care cost after going onto Medicare How Medicare works with private insurance to provide comprehensive coverage Why most people pay too much for private insurance and how you can avoid excess costs Why you must plan for higher health care costs in retirement – including the possibility of needing long-term care.
  • Should I Stay or Should I Go: Steps to Review Your Housing Needs for Today and Tomorrow

    We will be discussing lifestyle options for senior living. Should I stay and age in place - making home modifications to reduce safety risks OR should I go – moving to a home option that may be handicapped accessible, single level living? We will take an assessment and give you the tools to make educated decisions.
  • Writing Your Own WILL

    Professional. Private. Secure. Affordable. This online course is conducted by Jim Ramette, Attorney at Law. Jim will help you to write your own Will in an engaging and interesting seminar format. He will present a short background on Wills, and then explain the unique legal PDF Will he developed which allows you to write, and change, a Will for your circumstances. You may change/update your Will - privately in your home - as often as you decide without additional cost. Write your own Will using your computer; update it at any time at no additional cost. This is more than a general information course! Married or single, with or without children - it is important to have a Will to convey your wishes, have control over the distribution of your property, and to appoint your children's guardians. Discuss questions with instructor. Following class you will complete your Will in the privacy of your home. Using the professionally designed Self-Help WILL, you will easily write and revise a legal Will for your needs, securely and privately, using your own computer. A video of the webinar will be available afterwards. Computer needed to attend the online Webinar. Helpful information will be sent after enrollment and before class. Post-class computer and email are needed as materials are accessed by free Acrobat Reader software. Note: Each person will need their own individual Will document; register per person or couple. When registering per couple you will be asked for both participant's names and email addresses. Each person will receive their own Will. The April class has been rescheduled to April 9 (originally scheduled for April 30).