Learning for All Catalog Winter Spring 2020 | Page 14

Business & Finance
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NEW Savvy Tax Strategies
Learn how tax planning changes through the four stages of retirement. In
this class, you will learn how an efficient retirement tax strategy can help you
keep more of your hard-earned money. Sabrina Fay
Date: Tue, Jan 28
Time: 6:30–7:30 pm
Cost: $15
Class #: AEB7
Location: Stillwater Area High School, PAC G113
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
So, You are the Executor: Now What?
As an Executor, you will need to prepare the inventory for the filing of a
Probate. What is involved? How much court time is required? Who prepares
the letters testamentary? What is involved in closing the probate and
preparing the final accounting? Discuss the common experiences associated
with Probate court. Learn the roles, responsibilities, and liabilities of those
who are granted the legal title of Executor, Trustee, Power of Attorney,
Conservator, and Guardian. This class is invaluable for those trying to decide
whom to appoint as well as for those who have been asked to take one of
these legal roles. Steven Ledin
14
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Prepare to get out of debt and find
financial freedom by creating a
financial action plan. Learn how to
create a monthly budget focused
on maximizing debt payments,
how to conquer debt with the debt
snowball method, and how to make
thoughtful financial decisions to stay
debt free. This class is sponsored by
City & County Credit Union.
Date: Thu, Jan 30
Time: 6:30–7:30 pm
Cost: FREE! Please pre-register
Class #: AEB3
Location: John Glenn, Media
Budgeting 101
Date: Tue, Jan 28
Time: 6:30–8:00 pm
Cost: $15
Class #: AEB10
Location: John Glenn, Media
Date: Wed, Jan 29
Time: 10:00–11:30 am
Cost: $15
Class #: AEB1A
Location: Gladstone, 105
Conquer Your Debt
Date: Mon, Mar 23
Time: 6:30–8:00 pm
Cost: $15
Class #: AEB1B
Location: Gladstone, 105
Begin telling your money what to do
instead of wondering where it went
by creating a zero-based monthly
budget. Walk step-by-step through
the budgeting process including
setting up your budget, how to
track your spending throughout the
month, and tips and tricks to save
money on monthly expenses. This
class is sponsored by City & County
Credit Union.
Date: Wed, Feb 26
Time: 6:30–7:30 pm
Cost: FREE! Please pre-register
Class #: AEB4
Location: John Glenn, Media
DISTRICT 622 COMMUNITY EDUCATION | WWW.ISD622.ORG/CE