Adult Enrichment Winter 2023 | Page 9

Need-to-Know Changes to the College Planning Process This past year has resulted in some of the most significant changes to the college planning process in decades . College looks different , many are changing ACT test policies , and there are a host of new financial considerations and strategies . How does a family conduct a search and choose a college in this new environment ? Behind-the-scenes rules have changed on how colleges can recruit students and award scholarships . Recent legislation included substantial changes to the FAFSA and college financial aid . Learn how these changes may impact your family , and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid . If you are the parent of a high school student in 10th or 11th grade in the fall , this is important information you will not want to miss . Cozy Wittman
Date : Tue , Feb 7 Time : 7:00 – 8:00 pm Cost : $ 19 Class #: AEB8 Location : Online
Basics of Estate Planning : Wills and Trusts Discover what everyone should know about wills and trusts , and the pros and cons for both . Explore options to protect your assets from state inheritance tax and federal estate tax . You will also learn about probate procedures , dealing with courts , power of attorney and health care declarations ( living will ). Christopher Stanton
Date : Mon , Feb 27 Time : 6:30 – 8:00 pm Cost : $ 19 Class #: AEB9 Location : Skyview , 701
Four Successful Strategies to Protect the House , Farm , Cabin & More – Before and After Your Death The cabin , homestead , hunting land , farm or second home : how do we protect this family legacy and move its use and enjoyment into the future ? Various sources and forces threaten its very existence : the nursing home and Medicaid ( MA ), estate taxes , family divorces , creditor and bankruptcy issues , taxes and operating expenses , unequal resources of owners , the in-laws , and use and enjoyment equality . Discuss real-life solutions and explore four paths to resolution that will solve problems without driving the family apart or sacrificing the family legacy asset . Steve Ledin
Date : Tue , Feb 28 Time : 10:30 am – 12:00 pm Cost : $ 19 Class #: AEB2 Location : Gladstone , 105
How to Retire From the Attorney ’ s Perspective You work your whole career with the goal of someday retiring . Discuss the crucial years leading up to your retirement date , the active years of your retirement , and the winding down of your retirement years . Subjects will include : ( i ) Estate planning while working during retirement and the end of life , ( ii ) When to take your Social Security , ( iii ) Key financial products and services available in the market ( Medicaid complaint annuities , Long Term Care Insurance , Life Insurance , Long Term Care Riders ), ( iv ) What to look for in a professional ( Financial Advisor , CFP , RIA , Fiduciary ) and ( v ) the final plans before the end . Bring your questions . Steve Ledin
Date : Thu , Mar 2 Time : 6:30 – 8:00 pm Cost : $ 19 Class #: AEB3 Location : Online
NEW !
NEW !
BUSINESS , EDUCATION & FINANCE
Everything You Want to Know About Medicare New to the world of Medicare or thinking of changing your plan ? Discuss Parts A , B , C , & D of Medicare , the application process , estimated costs , supplements , MAPD , and how to determine the right time to sign up . This educational presentation is for people that are turning 65 , those who are , over 65 and coming off their employer medical plan as well as those currently enrolled in Medicare . Greg DeKuester
Date : Mon , Mar 20 Time : 6:30 – 8:00 pm Cost : $ 10 Class #: AEB4 Location : Skyview , 701
Improve Your Credit Score Are you confused by your credit score and unsure what it means ? Discover the impact your credit score can have on your biggest and smallest financial goals . Learn how different factors affect your score , what makes up your score and who the credit reporting agencies are . This class is sponsored by City & County Credit Union .
Date : Tue , Mar 21 Time : 6:30 – 7:30 pm Cost : FREE , please pre-register Class #: AEB7 Location : Gladstone ,
105
FREE !
District 622 Community Education | www . isd622 . ce . eleyo . com | 651-748-7250

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