Dateline April - June 2020 | Page 8

Worry Less About Money
When It’s Time to Enroll
in Medicare
Applying for Medicare involves a lot of
decisions such as when to enroll,
whether additional coverage is neces-
sary, and which plan to choose. Make
the process a little easier and get the
answers to your questions as well as
the questions you didn't even know
you had in this general Medicare
overview. Following class you may
schedule an optional one-on-one free
consultation to discuss your specific
situation. Christine Froehle
Date: Sat, May 2
Time: 10:00–11:30 am
Cost: Free, please pre-register
Class #: AEW14B
Location: Skyview, 202
The New Reality of Retirement
How is your retirement going to be
different than that of the previous
generations? Explore an updated
approach to retirement planning
that accounts for the challenges and
pitfalls that are unique to the reality
of retiring today. This class is
sponsored by Daniel Goldsmith CFP©
RICP© with Ascend Financial Group.
Date: Wed, May 6
Time: 6:00–9:00 pm
Cost: Free, please pre-register
Class #: AEB9
Location: Skyview, 202
8
90 Minutes with an
Estate Attorney
Is it best to gift my assets to others
while I’m alive or after I’ve passed?
What about estate tax and gift tax
planning? Should I gift my money
away in a will or a trust? Would I
qualify for Medicaid? What is the
60-month claw back? What if my
spouse goes into the nursing home
and exhausts our money? What about
my current trust—does it avoid the
nursing home? Get the answers to
these questions and many more,
including how to plan and place your
assets to meet your retirement/
nursing home/legacy goals.
Steve Ledin
Date: Thu, Apr 16
Time: 10:00–11:30 am
Cost: $15
Class #: AEB11
Location: Gladstone, 105
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, May 11
Time: 6:30–8:00 pm
Cost: $15
Class #: AEB10B
Location: Skyview, 202
Keeping the Cabin/Farm
in the Family
Learn how to keep your cabin, farm,
or business in the family without
creating a family conflict. Discuss
ways to help ensure your children
receive equal inheritance, strategies
to help with the impact of taxes,
and review your assets for the next
generation. Steve Ledin
Date: Wed, May 13
Time: 6:30–8:00 pm
Cost: $15
Class #: AEB2
Location: Gladstone, 105
Gladstone Senior Center • 1945 Manton St, Maplewood, 55109 • www.isd622.org/seniors • 651-748-7250