13 Results

  • 2018 Tax Changes

    Learn about the 2018 Tax Changes and how they affect your savings, investing income and Social security income options.
  • Discover how to get through divorce financially confident - Women

    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 & 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.  Lawyer Bonnie Wittenburg will lead this presentation.
  • Health Care for Seniors - What you need to know

    How do government programs work?  What are parts A, B, C & D?  When do I sign up? What's covered and what's not? All your questions will be answered in plain language to help you move forward.
  • Income Taxes and Retirement

    This presentation focuses on the several tax considerations you’ll want to learn. These preparations can 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.
  • Investing - Know What You Own and Why You Own It

    We all know the saying "buy low, sell high". But what really happens.  Learn the 5 common challenges investors face.  Know the difference between a savings account and an investment account.  Find out what all the terminology (diversification, asset allocation, RMD's, etc.) really mean and what you can do to improve your odds.
  • 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. 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.  Instructor Adam Altman is an attorney experienced in drafting wills.
  • 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 Couples

    The Social Security decisions spouses make when they are in their 60s will determine the amount of total income they will receive over their lifetime – including the lifetime of the spouse who lives the longest. This workshop will cover some little-known rules that can help married couples get more out of the Social Security system.This workshop will cover: How much Social Security you and your spouse stand to receive over your joint lifetime Rules and guidelines for when spouses should apply for benefits How the decisions you make in your 60s can determine the amount of income you – or your surviving spouse – will have in your 80s and 90s How spouses with little or no prior earnings can take advantage of Social Security benefits How a little-known rule passed in 2000 has opened the door to creative spousal strategies The number-one most important thing all higher-earning spouses should do Two key things you need to know about Social Security survivor benefits How remarriage affects survivor benefits from a former spouse How to avoid mistakes at your Social Security office This workshop is primarily for married couples as it discusses Social Security benefits available to spouses.Eden Prairie Community Education www.edenpr.org/epcommunityed
  • 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 eases the burden. A second flurry of activity occurs after the funeral to settle the deceased's estate. Learn when probate is necessary, and the steps that the deceased's loved ones can expect in settling the estate. Bonnie Wittenburg, an estate planning and probate lawyer and Jeanne McGill, a funeral consultant, will lead this discussion.
  • Which is Better: Will or Trust?

    Learn when a Will is sufficient and when you might prefer a Trust.  Pros and cons of each will be discussed.