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Financial Literacy
in Personal Enrichment
Winning at Retirement
with Brie Pio
You will be well-prepared to plan for your retirement after this one-night class. You will learn about the most important financial steps for a happy and successful retirement: how much to save, where to save it, and what types of investments to consider. It's never too late to get prepared. This class is relevant if you are twenty years away or quickly approaching retirement.
Will run
Wills and Trusts Explained 5.29.24
with Jesse Bifulco
This course shows the difference between a Will and a Trust and how each is used as a tool in an estate plan. It covers the basics of a Will, Power of Attorney and Advanced Directive, as well as more complex topics such as trust use in Medicaid/MaineCare asset preservation, estate plans for blended families, and how to protect the inheritance of an adult child. Attendees will learn how estate planning techniques can be used to preserve assets and prevent family conflict. Taught with stories, this class shows attendees potential areas of loss in their own families.
Will run
Medicare 101 6.6.24
with Anna Moorman
Stock Trading Suite
with Matt Crabtree