There were so many great springtime reviews about this course that SVACE had to offer it again! “Thought-provoking”, “very motivating”, and “ADULTS: MAKE YOUR PARENTS ATTEND!!” were some of the comments.  Margaret Heath explains which papers and actions are needed to help your family get informed and organized about your plans in relation to health, emergencies, legal, etc. Bonnie Gould from the Heritage Law office will address the functions of probate. Don’t leave your loved ones with a giant mess down the road. Be prepared! (Ages 18+)

Demand for accounting professionals currently exceeds supply. If you're interested in increasing your financial awareness while also gaining a marketable skill, this course is for you. You'll learn the basics of double-entry bookkeeping, as well as how to analyze and record financial transactions. You'll get hands-on experience with handling accounts receivable, accounts payable, payroll procedures, sales taxes, and various common banking activities. We'll cover all the bases, from writing checks to preparing an income statement and closing out accounts at the end of each fiscal period. Whether you're a sole proprietor looking to manage your business finances or you simply want to gain an understanding of accounting basics for career advancement or for personal use, this course will give you a solid foundation in financial matters.

To register or for more details visit:

https://www.ed2go.com/kae/online-courses/accounting-fundamentals?tab=detail

This advanced Estate Planning course explains the purpose of Trusts

This class is designed for people who are thinking about retiring or have retired recently. Students will learn ideas to help build a reasonable and sustainable strategy for managing income and expenses during retirement, utilizing the framework of Plan for the Expected, Prepare for the Unexpected and Position the Portfolio for Both.

This is a two-part presentation on Social Security: 1. A Closer Look at Your Social Security Benefits – Learn about individual benefits, spousal benefits, and Social Security Maximization strategies with a focus on annuities. - 2. Straight Talk About Social Security – Social Security reaches almost every family, and at some point will touch the lives of nearly all Americans. Learn more.

Herb Moyer is a Financial Professional with Prudential, working on his fifth year with PRU. He taught high school Sciences for more than 28 years, worked for IBM as an Education Instructional Specialist for almost four years, and owned his own small computer company, Multimedia Systems, Inc. for 15 years. He enjoys sharing his financial expertise with clients to help them grow and protect their assets to better prepare for their financial futures and their uncertain retirement years.

This educational program provides a detailed look at the features, benefits and risks associated with mutual funds as well as a map to mutual fund selection. Course fee may be paid the night of the course.

To enroll in enrichment classes, participants must be at least 18 years old and not enrolled in school.

Course will provide a thorough overview of “how” to retire without surprises from Social Security, Medicare, MaineCare, and senior health insurance system. You will learn: important SSA forms and timelines; the “parts” of Medicare; how and when to apply; plans and general benefits. Alan Minthorn, Owner of Maine Senior Insurance, LLC, is a licensed and certified senior health insurance products broker. He has held licensure since 1991.

This workshop is designed to help you sharpen your spending and saving strategy, and learn more about the basics of budgeting and the importance of managing credit and debt.  Also, this presentation is an expanded look at the "how" of creating an investing strategy, as well as the investment components that form your financial picture.