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Hello Retirement - Litchfield
with Mark Church
For those getting ready to retire, instructor discusses estimating retirement expenses and income, paying for healthcare, turning savings into income, and creating a spending plan. *only meets 1 session - error in catalog **
Social Security Maximization - Southbury
with Jay Dorso
The participants will learn the best time to apply to maximize their benefit. Topics to be covered will include the laws and policies relating to retirement and social security.
You Really Need to Have an Estate Plan - Southbury ** New Start Date - 4/8 **
with Lynda Arnold
Did you know that if you don’t create your own estate plan, some of your end of life decisions are dictated by the state of Connecticut? If you would like to decide how your estate is divided, who is responsible for your care, who gets custody of your minor children, and more… this course is for you! Come learn from an experienced elder law attorney about important documents EVERY ADULT should have. You’ll learn about Wills, trusts, powers of attorney (POA), and healthcare directives. You’ll walk away knowing what these documents are for, and what you need to do to create them. You’ll also learn about the probate process and how it works. Even if you already have an estate plan. All students will receive an easy-to-understand estate planning guidebook written by our attorneys.
Dummies Guide to Medicare - Litchfield
with Jay Dorso
Are you confused about recent changes and updates of Medicare? Are you aware of the penalties with Medicare Part B and Part D? Does individual healthcare have you feeling overwhelmed? Gain a better understand the ever-changing world of Medicare and healthcare.
Sell Your Home and Understand the Process - Litchfield
with Debra Stewart
Discussion on the complexities of selling your current home and buying another. Topics may include probate, divorce, moving to a larger home and downsizing. Instructor will bring you through the steps all the way to the closing table.
Start Ups & Raising Capital Part 2 - R1 HVRHS *New Start Date*
with Matthew Myers
Learn the essentials of building a startup and raising capital. Take Part 1 and continue with Part 2. Emphasis will be placed on benefits that building new companies create for communities: generating new jobs, intellectual property and growth. Participants will be able to build and execute a company’s strategic vision. Please bring a notepad and pen to class.
Retirement Planning Today - Watertown
with Paul Marciano
Course addresses retirement planning process and covers impact of inflation, taxes, investment basics, types of retirement plans, insurance, and estate issues
Living Trusts - Should I have one? - Southbury
with Michael Broderick, III
What exactly is a Living Trust? Will a Living Trust avoid Probate Court? Will a Living Trust reduce estate taxes? What is the difference between a Living Trust and a Last Will and Testament? Get the answers to these questions and more from an attorney. Eliminate the confusion in a relaxed atmosphere.