Estate planning is the process by which we consider the transfer of wealth or other assets in order to meet a specific goal. Some common estate planning goals include protection of a spouse or disabled child, tax savings, disability planning and business succession planning, among others. Part of the planning process is assembling the appropriate documents that can help you to achieve your goals. This class will help to identify common estate planning goals, as well as to describe the typical documents that are used to achieve those goals, along with a basic review of the probate process.

Do you know how much paperwork is involved in organizing your estate?  This quick overview deals with matters involving Family, Finances, Future, Funeral.  You will leave with a list of resources.  This is an informational seminar only.

Wednesday, 6 - 8 PM, Mar 10, $19

H - Five Money Questions for Women Seminar

Shares perspective on a process women can use to identify financial goals and set a strategy. Discusses Rule of 72, systematic investing, employer-sponsored retirement plans and IRAs as strategies for saving.

Thursday, March 11, 6 – 7:30 pm 

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

Do you get your policy renewals for your car and home insurance and file them away without looking at them?  Are they full of terms you’re not familiar with?  Do you have questions about what your policy DOES and DOES NOT cover?  Join industry expert Jonathan Priest for an educational and interesting series of classes on the most common policies (Auto, Home) to learn how your policies work, what coverages to look for, and which ones to avoid! Please have your most recent policy declarations pages available to reference.

Are you worried about retirement? Are you wondering if you are financially prepared? This course will address planning for retirement, living in retirement, and passing on assets to loved ones after retirement. We will discuss how much to save and how to invest it wisely to achieve your retirement goals.

Anna and Jo-Ann, of Allen Insurance & Financial, are licensed insurance agents specializing in Medicare. They will help answer questions including: What does Medicare cover? What does Medicare NOT cover? When can I enroll in Medicare? What is a Medicare Advantage plan? What is a Medicare Supplement plan?

In this class you will learn about Google products: Google Docs, Gmail, and Google Sheets, as well as search engine tips, and Chrome extensions.

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This seminar is for those investors that are five to fifteen years from retirement and will address steps needed to prepare for health care costs (including Medicare and long-term care costs) to help ensure their retirement savings stay healthy. Limit 20 students.