Business & Finance
!
NEW Fraud Awareness
Examine telemarketing fraud
and common criminal schemes.
Learn about rip-offs targeting
grandparents, Social Security and
Medicare scams, and "you have
won" scams seeking to relieve you
of your hard-earned cash. Discover
how to identify email imposters, fake
charities, and identify theft.
Pete Orput
Date: Thu, Oct 17
Time: 10:00 am–12:00 pm
Cost: FREE! Please pre-register
Class #: AEB7
Location: Mahtomedi District
Center, 103
Investment Basics
A thorough investment strategy—
one that includes money
management and accumulation—
can help you meet your short-
term, mid-term, and long-term
financial goals. Learn how to
identify your financial goals and
time horizons, while taking into
account your risk tolerance.
Discover investment fundamentals,
including the difference between
stocks and bonds, why inflation and
compounding interest matter, and
the importance of asset allocation.
Kevin Schwartz
Date: Tue, Oct 29
Time: 6:30–7:30 pm
Cost: $15
Class #: AEB2
Location: John Glenn, Media
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: Wed, Nov 13
Time: 6:30–8:00 pm
Cost: FREE! please pre-register
Class #: AEB1
Location: Skyview, 202
!
NEW 90 Minutes with an
Estate Attorney
!
NEW Business
Succession Planning
Attention small business owners
or potential business owners!
A succession plan should be
part of your business plan.
Discover everything you need to
consider before selling, gifting, or
transferring your business. Plus
identify just how much money you
need for your business. Get the
information you need, all clearly
presented by a lawyer, without the
legal jargon. Steve Ledin
Date: Mon, Nov 25
Time: 6:30–8:00 pm
Cost: $15
Class #: AEB6
Location: Gladstone, 105
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 and Tom Jacobson
Date: Thu, Nov 14
Time: 10:00–11:30 am
Cost: $15
Class #: AEB5
Location: Gladstone, 105
DISTRICT 622 COMMUNITY EDUCATION | WWW.ISD622.ORG/CE
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