9 Results

  • Create Your Health Care Directive

    Who would speak for you if you couldn’t speak for yourself? That’s the concept behind Advanced Care Planning, a guided conversation about end of life wishes and preferences. This class will prepare you to develop a Health Care Directive, a written document which describes your choices. This is also an excellent review for those who already have a health care directive.
  • Discover how to get through divorce financially confident

    Being equipped with financial knowledge is one of the most powerful tools you can have to get through divorce with confidence. This presentation is for those contemplating, in the midst of or for those who are already divorced. Learn financial strategies that will help you make the wisest decision possible.
  • Estate Planning Solutions

    This class will help you understand Wills, Trusts, Health Care Directives and Powers of Attorney. You'll learn ways to avoid probate. Discussion of common mistakes will help you avoid the unwanted consequences that others have faced.
  • Income Taxes and Retirement

    This presentation focuses on the several tax considerations you’ll want to learn. These preparations may substantially impact your retirement success. You will learn strategies for tax diversification, tax efficiency for both today and tomorrow, and other tax strategies focused on being proactive tax wise with your investments and income. 
  • Keeping the Cabin in the Family

    Division of estate can lead to bitter battles between siblings and impact relationships forever. Learn how to keep the cabin, farm or business in the family without creating a family conflict. We will 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.
  • Prepare Your Own Will

    Who would raise your children if you died? Who will be your personal representative? Without a will, the laws in Minnesota and a judge make all of the decisions. Take charge of these decisions in this class. You will leave with a simple will prepared and have new peace of mind. Instruction and all the necessary forms, witnesses and notaries are provided. Will form is included in the tuition. Instructor Adam Altman is an attorney experienced in drafting wills.Eden Prairie Community Education www.edenpr.org/epcommunityed
  • Protecting Your Identity

    Identity theft is a growing issue as data breaches and scams are on the rise.  There are steps you can take to improve your security, keep your identity safe and protect your financial future.  To help attendees better understand the threats to their cybersecurity, this interactive workshop will cover: The top 10 identity theft threats you face and the actions you must take to stay safe Three mindsets that will boost your cybersecurity How an email address can protect your financial accounts The four ways to protect your wireless network from hackers How to beat the password paradox One action that will keep hackers out of your finances and your life The one thing all security experts do—and you should, too How to beat ransomware with the "Rule of Three" The 10-Second EMAIL Rule that will stop phishers in their tracks Attendees will create an action plan to improve their cybersecurity and will also provide a cybersecurity checklist to follow.
  • Savvy Social Security Planning for Women

    Social Security is one of the few income sources that keeps up with inflation and lasts for life. But most women fail to maximize their benefits because they don't understand the little-known rules that can help them get more out of the system.This workshop will cover: How much Social Security you stand to receive over your lifetime How the decisions you make in your 60s can determine the amount of income you'll have in your 80s How to take advantage of spousal benefits, survivor benefits, divorced-spouse benefits, and even divorced-spouse survivor benefits How to coordinate your own retirement benefit with benefits you might receive as a spouse or divorced spouse Why women who are married should make the decision about when their husbands should apply for Social Security Why you should consider your husband's life expectancy when deciding when to claim your own retirement benefit. What to do if your husband or ex-husband dies What to do if your marital status changes How to plan for the extra-long life This workshop is for women and for men who have women in their lives (wives, sisters, mothers). It features essential information all women need to have if they are concerned about financial security in retirement.Eden Prairie Community Education www.edenpr.org/epcommunityed
  • What to Do Before and After the Funeral

    After a loved one dies, family members are bombarded with questions related to decisions that must be made before the funeral. Working through those questions ahead of time will ease the burden. A second flurry of activity occurs after the funeral to settle the deceased's estate. Learn when probate is and isn't necessary, and the steps to expect in settling the deceased's affairs. Bonnie Wittenburg, an estate planning and probate lawyer and Jeanne McGill, a funeral consultant will lead this discussion.