Overview of basic estate planning, including Wills, Powers of Attorney, Health Care Directives. Kathryn Bedell is a law partner at Ballou & Bedell in York and has been practicing for almost 30 years. Her practice focuses on estate planning, asset preservation, and probate matters. Class is scheduled to meet in person but if circumstances change, you will be notified and sent a link to attend virtually using Zoom meetings online.

Tuesday, March 2, 6:30-8:00 pm

Course Fee: $15

Join Mark Morrison and Attorney Paul Watson to discuss how planning your estate now puts you in control of your future. This seminar focuses on strategies anyone can use to make sure they leave a lasting and meaningful legacy for the people that they care for the most.

Presenter: Mark Morrison 
Wednesday, 3/3, 6:00 - 7:30 PM
Location: Online - Zoom
Fee: $9

Maximize your retirement income, prepare strategies to protect your savings, learn ways to maximize your social security benefits and more. Discuss why you need a personalized retirement plan that achieves your goals, what risks are impacting your plan and the importance of making sound choices as you move through retirement. Please have a pen and notepad available. Registration closes at noon the day of class.

Note: Need to get comfy with online classes? For more info visit https://oobsaco.maineadulted.org/online-classes/

Scott Whytock, Certified Financial Planner, has been an investment advisor for 10+ years helping clients with investments, insurance, tax planning, estate planning and how all these issues impact you and your family.

Join this off-site class via Zoom and learn what exactly in involved in a school budget. In this class you will learn what types of costs go into each budget category, how state revenues are determined, basics on how to read the financial statement, and ways to ask questions to make informed decisions when voting on your school’s budget. Limit 100 students.

H - College: Getting There from Here Seminar

Discusses establishing a college savings goal, strategies to help achieve the goal and the features and benefits of 529 savings plans.

Thursday, March 4, 6 – 7:30 pm 

Instructor: Robert L. Smith, Financial Advisor Edward Jones                                  Course fee: $7

It’s not what you make; it’s what you keep. This class is will be an overview of tax-advantaged investments such as municipal bonds. We will consider IRAs and how they work with Traditional and Roth IRAs as well as 401K and 403b. Just in time for tax season! Limit 15 students.

In this workshop, you will learn the basic components for building a budget. We will discuss money tracking, goal setting, and how having a sense of your overall financial situation can assist you in the process of building a budget.

Instructor: Lisa Sweet
Thursday, 3/4, 6:30 - 7:30 PM 
Location: Online
Fee: Free

This series of three workshops will provide an introduction to basic money management skills. Individual workshops are Budgeting Basics, Build Your Savings and Let's Talk About Credit. Participants may sign up for as many classes in the series as they wish. 

Offered by New Ventures Maine.  Questions?  Contact Kelley at 621-3436 or kelley.glidden@maine.edu.