This class provides tips on how to take a healthy approach to money matters. Learn how to manage your money and establish a budget. Learn how to be a smarter consumer for yourself and your family, from buying groceries to getting life insurance or things for your everyday needs. Learn how to get your financial house in order.                                                        

Financial credit is very important to many in managing their finances. In this two-session class, we will discuss the use of credit, what you need to know about credit reports and how to improve your credit score. We will also address debt danger signs you should be aware of and what to do when you are having difficulty paying your bills.

Did you know that if you do not 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 will learn about wills, trusts, powers of attorney (POA), and healthcare directives, probate process and how it works. All students will receive an easy-to-understand estate planning guidebook written by our attorneys

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

Are you confused about our healthcare system? Do you understand the penalties? What is "Obama care", and how does it affect you? Do you know how to qualify for a tax credit? When is the enrollment period for healthcare? Our class will help you make sense of a very confusing subject in the State of CT.

Learn how to use trusts to avoid probate, minimize estate taxes, preserve IRA funds, provide for disabled family members, protect assets from Medicaid, and protect your estate from your children’s creditors. Plan and protect! Preserve control over your affairs during incapacity and avoid litigation and conservatorship. Topics to be covered include, but are not limited to: revocable living trusts, Irrevocable trusts, IRA trusts, special needs trusts, testamentary trusts, beneficiary designations, and new laws regarding Powers of Attorney

Discover your “money personality” by exploring your relationship with money. We’ll discuss how you can use this information along with your financial goals and spending priorities to begin to develop a plan for your financial future.

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.