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Financial Literacy
in Personal Enrichment
Medicare 101 04.09.25
with Anna Moorman
Wills and Trusts Explained 04.09.25
with Jesse Bifulco, Esq.

Will run
College Admissions 101
with Michelle McAnaney

Wills and Trusts Explained 05.07.25
with Jesse Bifulco, Esq.

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.
Medicare 101 05.14.25
with Anna Moorman

Will run
Wills and Trusts Explained 06.04.25
with Jesse Bifulco, Esq.

Stock Trading Suite
with Matt Crabtree