BUSINESS , EDUCATION & FINANCE
Women , Wealth and Wisdom Learn to apply real world lessons about managing money and reaching your goals . Hear stories of six women who have figured out a few key things about their finances , and enriched their lives in ways beyond what is in their bank accounts . Autumn Schinka
Date : Thu , Jan 12 Time : 7:00 – 8:00 pm Cost : $ 22 Class #: AEB12 Location : Stillwater Area HS , G113
FREE !
Financial Fitness Workshop Just like going to the gym , it ’ s important to keep your finances in top shape . See how healthy your finances are with our four easy steps : Spending Challenge , Savings Maximizer , Credit Sculpt , and Debt Crusher . You ’ ll walk away knowing what steps you need to take to reach your full potential . This class is sponsored by City & County Credit Union .
Date : Tue , Jan 24 Time : 6:30 – 7:30 pm Cost : FREE , please pre-register Class #: AEB5 Location : Gladstone , 105
NEW !
Charitable Planning Tools for Your Legacy In 2018 , the individual and married standard deduction amounts essentially doubled to $ 12,000 and $ 24,000 . For many families , this eliminated the “ tax-incentive ” to charitable giving . Become familiar with charitable legacy tools such as Charitable Lead Trusts , Charitable Remainder Trusts , Private Foundations , Donor Advised Funds and Life Insurance gifting . Get answers to the following questions and more : How do I get the next generations involved ? Which provides tax relief now ? Later to my estate ? Which gives me the most control ? Steve Ledin
Date : Tue , Jan 31 Time : 10:30 am – 12:00 pm Cost : $ 19 Class #: AEB1 Location : Gladstone , 105
Q & A with a Minnesota Will & Trust Planning Attorney Participate in a friendly and informational open forum with a seasoned will and trust attorney . Questions like : Should I avoid probate ? Is a will good enough ? Do I need a Trust ? How does my plan deal with the nursing home ? How do we gift the assets of husband and wife ? What about separate assets not of the marriage ? What is the death tax ? How do I avoid leaving a mess for my children ? Which Trust is best for my needs ? Can I use a Transfer-On- Death Deed ? How do my retirement assets operate in my Will or Trust ? All questions will be answered ! Steve Ledin
Date : Sat , Feb 4 Time : 10:00 – 11:30 am Cost : $ 19 Class #: AEB10 Location : John Glenn , 263
NEW !
NEW !
Let ’ s Probate an Actual Minnesota Estate Take an in-depth walk-thru of an actual Minnesota Probate Estate from the filing of the Application for Probate to the Final Accounts and all the steps in between . Learn the process , see the current forms as well as court and filing requirements , discuss accounting and procedural steps , as well as the procedures for the sale and distribution of estate assets . Discussion will also include the roles , responsibilities , and liabilities of a person who is appointed as the Executor / Personal Representative . The class will be filled with real-life examples and solutions to the multitude of issues involving a typical ( or not typical ) Minnesota Probate Estate . Is there a “ reading of the Will ”? What about personal items ? Does the Executor get paid ? What about estate bills and creditors ? Bring your questions , we will provide the answers . Steve Ledin
Date : Sat , Feb 4 Time : 1:00 – 2:30 pm Cost : $ 19 Class #: AEB11 Location : John Glenn , 263
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