15 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 your end of life wishes and preferences. This class will prepare you to develop a Health Care Directive, a written document which describes your choices. 
  • Downsizing in the Current Housing Market

    Have you been thinking that now might be the time to downsize but aren't sure where to start, how to do it, or what your options are? This class will help you feel confident with moving forward with downsizing. Bonus: all attendees receive the Downsizing Made Easy Guide PDF which is a value of $24.95. Preferred service providers and discount coupons are provided to all attendees and a no cost home evaluation with recommended suggestions to make it more salable. 
  • Estate Planning Solutions

    This class will help you understand when to use a Will and when to use a Trust. You'll learn ways to avoid probate. Health Care Directive and Power of Attorney documents will be reviewed. Discussion of common mistakes will help you avoid unwanted consequences. A thoughtful estate plan provides relief for loved ones that they are following your wishes, and peace of mind for you.
  • Health Care for Seniors - What you need to know

    What are parts A, B, C & D, when do I sign up, what is covered, what is not covered, what about my prescriptions, how does the ACA affect my coverage? All these questions and more, will be answered. Eden Prairie Community Education www.edenpr.org/epcommunityed
  • How much college can I afford?

    Other than your home, your biggest purchase may be college. We will have a conversation to give you a better idea of how much college you can afford.We will address: How EFC is Calculated What is FAFSA What is CSS and Consensus Student Loan Basics Cash Flow After Graduation How to Approach Affordability COA vs. Net Price This class is great for those with a Freshman or Sophomore in college.
  • How to Win with Investment Properties

    Ever considered becoming a landlord or investing in real estate but needed more information? Learn about opportunities in today’s Twin Cities marketplace, how to analyze a property, tax considerations, and things to put in a lease. We review all aspects of becoming a landlord from buying, selling and renting.
  • 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 in the Market for Fun and Profit

    This light but informative course covers all the basics of investing in the stock market, with an emphasis on stock investing. Learn what is investing, how much should you invest, what is the importance of diversification, how you select a brokerage house, what are some of the common tools for investing, and much more.
  • Keeping the Cabin in the Family

    Division of the estate can lead to bitter battles between siblings and impact relationships forever. Learn how to keep your cabin, farm, or business in the family without creating 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. An attorney will also be present to answer any legal questions.Eden Prairie Community Education www.edenpr.org/epcommunityed
  • Moving Mom and Dad: Avoid these 5 mistakes

    Many baby boomers today are facing the tough decision of finding appropriate housing options for their parents. We'll cover common mistakes, conversation starters and senior living communities. Key questions to ask about assisted living and long-term care communities and many more tips and facts. You will receive a guide on "Moving Mom and Dad", a value of $24.95.
  • 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
  • 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 in advance helps. A second flurry of activity occurs related to the settlement of the deceased's estate. The class will discuss probate, explain when it isn't necessary, and outline the steps in settling the deceased's affairs. Bonnie Wittenburg, an estate planning and probate lawyer and Jeanne McGill, a funeral consultant will lead this discussion.
  • Which Digital Financial Management Tool is Right for You?

    With so many online options to manage and oversee your financial life, how can you know which one will meet your specific needs? You may wonder about safety and security of your information. This class will help you understand what is available, which features you might find most valuable, and provide an assessment of security factors to consider as you proceed.