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EdAdvance Adult Education FALL 2023 Catalog



Finance

401K Rollovers ( In Person ) Woodbury

$25

with Jay Dorso

Calendar Sep 27, 2023 at 6:30 pm, runs for 1 week

Participants will learn the best time for 401K rollovers and how to avoid penalties. The instructor will discuss alternatives and the rules and regulations involved with 401K plans.

Will run

ABC's Of Government Benefits For Your Loved One With Special Needs ( Online )

$25

with Stuart Hawkins

Calendar Sep 27, 2023 at 6:30 pm, runs for 1 week

This workshop will provide a greater understanding of the various government benefits available to your loved one. It will discuss in detail how to qualify, maximize, and preserve benefits such as Supplemental Security Income (SSI), Social Security Disability (SSD), Medicaid, Medicare, and the ABLE Act.

Will run

Healthcare & Your Retirement ( In Person ) Litchfield

Free

with Cailyn Paradise

Calendar Oct 3, 2023 at 6 pm, runs for 1 week

Explore the potential impact of rising healthcare costs on retirement savings and learn steps to take in order to prepare. Medicare, long-term care, and retirement spending is also discussed. C. Paradise/K. Ouellette

Will run

Understanding Estate Plans: Creating A New Plan And Updating Existing Plans ( In Person ) Southbury

Free

with Lynda Arnold, Esq.

Calendar Oct 3, 2023 at 6 pm, runs for 1 week

The past couple years have taught us that life circumstances can change in an instant. If they do, are you prepared? Consider some difficult questions. Do you want to be on life support? Who will pay your bills if you can’t? And if you pass away, how will your estate be divided amongst your heirs? In this program, you’ll learn about wills, trusts, powers of attorney (POA), and healthcare directives. Even if you have already created an estate plan, come learn about recent law updates and discover if you should have your existing documents reviewed and updated.

Full Course

Four Critical Components For Retirement ( In Person ) Woodbury

$25

with David Weyner

Calendar Oct 4, 2023 at 6 pm, runs for 1 week

This workshop addresses the complex topics of inflation, Social Security, taxes, market volatility, and the implications these factors have on your retirement.

Retirement Planning Today ( In Person ) Southbury

Free

with Paul Mariano

Calendar Oct 10, 2023 at 6 pm, runs for 2 weeks

This course addresses the retirement planning process and covers the impact of inflation, taxes, investment basics, types of retirement plans, insurance, and estate issues.

Full Course

Setting And Achieving Your Goals ( Online )*** New Date***

$25

with Dr. Lisa M. Wisniewski

Calendar Oct 10, 2023 at 6 pm, runs for 1 week

*** New Day/Date***

This course reviews goal setting through time management strategies. Students learn how to set goals and work towards them using time management techniques.

Your Life And Money In Retirement ( In Person ) Litchfield

Free

with Mark Church

Calendar Oct 11, 2023 at 6 pm, runs for 1 week

This course is for those considering retirement soon or even currently living in retirement. It will highlight the strategies and action steps retirees can take to feel more confident transitioning to retirement, and it emphasizes the importance of striking a balance between guaranteed and non-guaranteed financial products.

Will run





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