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6 Results

  • 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 and isn't necessary, and the steps that the deceased's loved ones can expect in settling the deceased's affairs. Class is co-taught by Bonnie Wittenburg, an estate planning and estate administration lawyer, and Jeanne McGill, an independent funeral consultant. We are working hard to create a safe environment for all participants. As such, there will be strict COVID procedures to follow, as this course will take place in person.
  • Estate Planning Solutions

    This class will help you understand Wills, Trusts, Health Care Directives & Powers of Attorney. Learn when a Will is sufficient and when you might prefer a Trust. Learn ways to avoid probate. Discussion of common mistakes will help avoid unwanted consequences. We are working hard to create a safe environment for all participants. As such, there will be strict COVID procedures to follow, as this course will take place in person.
  • Life After Work: How to Create a Good Life in Retirement

    Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will you live? Where will your income come from? How can you make it last? At this class you will learn: Why you need a retirement income plan 6 questions to ask before you retire How to determine how much income you will need in retirement The 4 primary sources of retirement income 4 popular withdrawal strategies and the pros and cons of each How retirement income is taxed 5 tax planning strategies in retirement A retirement income action plan Join us for an enlightening class that will get you thinking about your next phase of life and what you need to do to prepare for it. As this course will be taught virtually, you will need access to video and audio on a computer, tablet or smartphone with internet connection. This class will be held on Zoom, which is free to use. The Zoom link will be emailed to you prior to class.
  • Prepare Your Own Will

    Who would inherit your possessions, raise your children, or be your personal representative if you die? Without a will, the laws in Minnesota and a judge make all of the decisions. Leave this 2-hour class with a simple, prepared will 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. Each individual, regardless of marital status, needs his/her own will. Couples should register both individuals. As this course will take place in person, strict COVID procedures will be in place.
  • Recession Survival Guide

    The word “Recession” has frequently been used over the last year. It often creates fear and panic among many due to a lack of understanding as to what a recession means and/or how to prepare for it. Learn what a recession is including how often they occur, how to prepare, if you should be afraid and what it means to you and your family's personal finance. As this course will be taught virtually, you will need access to video and audio on a computer, tablet or smartphone with internet connection. This class will be held on Zoom, which is free to use. The Zoom link will be emailed to you prior to class.
  • Savvy Social Security Planning

    To help baby boomers better understand the Social Security system, this workshop will cover 5 factors to consider when deciding when to apply for benefits When it makes sense to delay benefits -- and when it does not Why you should always check your earnings record for accuracy How to estimate your benefits How to coordinate benefits with your spouse How to minimize taxes on Social Security benefits How to coordinate Social Security with your other sources of retirement income How Social Security is affected for individuals who receive a pension from a non-covered job. The topic includes the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime. As this course will be taught virtually, you will need access to video and audio on a computer, tablet or smartphone with internet connection. This class will be held on Zoom, which is free to use. The Zoom link will be emailed to you prior to class.