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Financial Literacy
in Personal Enrichment
Wills and Trusts Explained 10.16.24
Free
with Jesse Bifulco
![Calendar](https://d9j5qtehtodpj.cloudfront.net/images/icons/color-calendar.png?version=206317)
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
Winning at Retirement 10.17.24
Free
with Brie Pio
![Calendar](https://d9j5qtehtodpj.cloudfront.net/images/icons/color-calendar.png?version=206317)
You will be well prepared to plan for your retirement after this one-night class. 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 whether you are twenty years away or quickly approaching retirement.
Will run
Wills and Trusts Explained 11.13.24
Free
with Jesse Bifulco
![Calendar](https://d9j5qtehtodpj.cloudfront.net/images/icons/color-calendar.png?version=206317)
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.
Wills and Trusts Explained 12.4.24
Free
with Jesse Bifulco
![Calendar](https://d9j5qtehtodpj.cloudfront.net/images/icons/color-calendar.png?version=206317)
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.
Wills and Trusts Explained 1.15.25
Free
with Jesse Bifulco
![Calendar](https://d9j5qtehtodpj.cloudfront.net/images/icons/color-calendar.png?version=206317)
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.
Wills and Trusts Explained 2.5.25
Free
with Jesse Bifulco
![Calendar](https://d9j5qtehtodpj.cloudfront.net/images/icons/color-calendar.png?version=206317)
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 2.13.25
Free
with Anna Moorman
![Calendar](https://d9j5qtehtodpj.cloudfront.net/images/icons/color-calendar.png?version=206317)
Anna Moorman, of Allen Insurance & Financial, is a licensed insurance agent with a decade of experience helping individuals find the right Medicare coverage based on one's personal needs, budget, and risk tolerance. During this class she 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?
Stock Trading Suite
$340
with Matt Crabtree
Learn how to make wise investment decisions and discover valuable techniques that show you step-by-step how to research and value stocks.