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Money, Investment & Estate Planning
Social Security Income Enhancing Strategies MONY 062.51, CRN 15404
Mar 27, 2024 at 6 pm
Many people start taking social security as soon as possible… but is this the best choice for you? Learn how to maximize your social security and survivor benefits. Strategies for those that are single, married, divorced and widowed will be discussed. Cost of living adjustments, taxation of benefits and working while collecting social security will be explained. Coordinating other retirement accounts with social security distributions and Required Minimum Distribution rules will be explained to assist you in making informed decisions. Workbook included. Instructor: Susan Allen.
Estate Planning, Trust, Saving your Home from a Nursing Bill LEGL 015.51, CRN 16838
Apr 11, 2024 at 6 pm
This session includes all topics: Core Estate Planning, De‑Mystifying Trusts and Saving Home from Nursing Bill. This session allows you to register only if you decide to attend all three programs and pay the discounted price of $90.
The Core Estate Planning LEGL 012.51, CRN 16835
Apr 11, 2024 at 6 pm
Attorney Jackson recommends that everyone have a Will, Power of Attorney and Health Care Proxy, the Core Estate Plan. Attorney Jackson will explain the importance of each document. Sign for all three session and pay $90.
De-Mystifying Trusts LEGL 013.51, CRN 16836
Apr 18, 2024 at 6 pm
What is a Trust? What are the different types of Trusts? How can I decide whether or not I need a Trust? Attorney Jackson will answer these questions. Sign for all three sessions and pay $90
Retirement Planning Today MONY 009.51, CRN 15402
Apr 23, 2024 at 6 pm
Will you be financially ready to retire at the age you're planning? If you haven't started planning, how do you begin the process? In this comprehensive retirement planning course, learn strategies on how to: create your own goals for a successful retirement; plan your retirement income to preserve a comfortable standard of living;transfer the risk of potential losses before and during retirement; remain financially flexible during retirement; reduce or eliminate taxes, expenses, delays and legal challenges with estate planning. Christopher E DiStefano, Certified Financial Practioneer, CLTC, has been presenting educational retirement planning courses at various colleges, universities, and businesses for the past 15 years. Program includes free Text/Reference Guide and Personal Financial Fact Finder. Non-credit tuition includes couples.
Saving Home from Nursing Bill LEGL 014.51, CRN 16837
Apr 25, 2024 at 6 pm
Attorney Jackson will explain the use of an Irrevocable Income Only Trust (IIOT) to save the home from the nursing home bill. The presentation will explain the MassHealth rules and provide tips and traps to avoid. Sing for all three sessions and pay $90