Community Education - current class catalogs Adult classes and activities - Fall 2018 | Page 7

money
After the Funeral Health Care Directive and Power of Attorney
No matter how prepared for death one is, there will always be
tasks left for survivors to do. Most of them can be undertaken in
an orderly fashion over time, but some typically need immediate
attention. Learn about what needs to be done, when, and by
whom. Pick up some tips that can help families avoid liquidity
problems, facilitate bill paying, and mitigate family dynamics or
issues. Taught by Susan Peterson, an experienced estates and
trusts attorney. Class fee: $29. If you become incapacitated, who will carry out your wishes
regarding your health care and personal financial affairs?
By having a plan, you get to make your own choices. Learn
about and draft a Health Care Directive and a Power of
Attorney. Participants should be comfortable using a computer,
as work will be completed in a computer lab. Some prep work
required; packet sent one week prior to class. Instructor is an
experienced estate planning, probate and business law attorney.
Class fee: $55 one; $99 two.
w Oct 1 | 6:30 - 8:30 pm | 1 Session
M | Northdale MS | AL077-2C12-F1 | Peterson
w Oct 11 | 6:30 - 8:30 pm | 1 Session
Th | Staff Dev Ctr | AL077-2C06-F1 | Helseth
Downsizing With a Plan
A smaller home can mean less maintenance, less hassle and
more freedom – all great reasons to downsize - but getting there
can seem overwhelming. Discuss housing options, reducing
personal items, decreasing collections, and find the best options
for you. Leave with a collection of resources and new ideas for
your future. Class fee: $29 one; $49 two.
Income Taxes and Retirement
Retirement is a time of transition from one stage to another.
Learn more about tax considerations such as tax diversification,
taxation of capital gains and Social Security and the financial
impact of the first death in retirement. Presented in an easy to
understand format. Class fee: $19 one; $25 two.
w Oct 9 | 6:30 - 8:30 pm | 1 Session
T | Oak View MS | AL077-2C10-F1 | Kaas w Nov 8 | 6:30 - 7:30 pm | 1 Session
Th | Northdale MS | AL077-2C07-F1 | Schwartz
Entrepreneurship Investment Basics
Find out what it takes to start a new business. Discover the
capacity and willingness it takes to develop, organize and
manage a business venture, along with any risks, in order
to make a profit. Instructor is a certified counselor and past
chairman of SCORE, a non-profit association dedicated to
helping small businesses. Class fee: $19. A thorough investment strategy can help you meet your short-
term, mid-term, and long-term financial goals. Identify your
financial goals and time horizons, while taking into account your
risk tolerance. Discover investment fundamentals, the difference
between stocks and bonds, and the importance of asset
allocation. Class fee: $19 one; $25 two.
w Sep 25 | 6 - 8 pm | 1 Session
T | Staff Dev Ctr | AL077-2F03-F1 | Harris w Dec 11 | 6:30 - 7:30 pm | 1 Session
T | Staff Dev Ctr | AL077-2C14-F1 | Schwartz
NEW | Estate Planning for Complicated Lives Keeping the Family Cabin or Farm
Are you considering putting an estate plan in place but are
concerned about how to deal with a difficult issue? If you have a
complication in your life—and most of us do—this seminar is for
you. Attorney Susan T. Peterson will examine several common
complications such as divorce, remarriage and his/her kids,
addictive behavior, special needs, estate tax, odd assets issues
or, creditor issues including Medical Assistance estate recovery;
and discuss options to address how these factors impact your
planning. Class fee: $29.
Keeping property in the family and avoiding problems requires
a good plan and solid professional advice. Learn options and
strategies for minimizing disputes and keeping a cabin or other
family-owned property within the family for generations to
come. Instructor is an attorney practicing in the areas of estate
planning, real estate and business. Class fee: $29.
w Nov 20 | 6:30 - 8:30 pm | 1 Session
T | Staff Dev Ctr | AL077-2C05-F1 | Helseth
w Sep 24 | 6:30 - 8:30 pm | 1 Session
M | Staff Dev Ctr | AL077-2C02-F1 | Peterson
www.discovercommunityed.com | 763-506-5766 | 2018 FALL
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