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Five Town CSD Adult & Community Education

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Personal Finance

in Personal Enrichment

Estate Planning - How to Protect Your

$20

with Jesse Bifulco

Calendar Nov 7, 2017 at 6 pm

This workshop covers frequently asked questions and common misconceptions regarding wills and trusts, asset protection, nursing home issues, medicaid qualifications and VA benefits, and estate taxes. 95% of estate plans fail to accomplish their intended goals. This course offers a way to help you understand the misconceptions that lead to failure of estate plans, why, and what can be done to fix them. Registration $20. 1 night 6:00-8:00 p.m. Class Tues 11/7 CHRHS Rm 210 Jesse Bifulco is an attorney with offices in Maine and New York. He lives in Camden with his wife and three children and has been counseling families on estate planning for the past 20 years.

 

Course will run

My Money Works
Registration Unavailable

My Money Works

Price not
available

with Melinda Wildes New Ventures Maine

Calendar Nov 7, 2017 at 10 am, runs for 4 weeks
This class can help you gain the skills and confidence you need to stretch your money, pay your bills, reduce debt, find money for savings, plan for retirement, and set personal financial goals. At the end of the class you will have a plan to achieve greater financial stability. A follow-up session is scheduled to provide additional networking and support. Successful completion of this class meets one of the requirements for the Family Development Account (FDA) and Rainy Day Savings (RDS) matched savings programs. Class meets Tuesdays 11/7 to 12/5 from 10:00 a.m.-1:00 p.m. at Camden Public Library. Register online: newventuresmaine.org, pre-registration required, no cost for class Contact your local office for times and locations or with questions: Rockland Office: 593-7942, melinda.wildes@maine.edu New Ventures Maine, a statewide organization with Midcoast offices in Brunswick and Rockland, helps Maine people succeed in their jobs, businesses, and communities. Whether your goal is building your career, starting or growing your small business, managing your money, returning to school, or being active in the community, New Ventures Maine is here to help.

Portfolio Management Entering and During Your Retirement

$20

with Lowrie Sargent

Calendar Nov 9, 2017 at 6 pm

Most of us hope to retire at some point. But did you know that pre- and post-retirement investment strategies are not the same? Come to this class and learn how you should change your investing program when you retire and how to manage it thereafter. Registration $20. 1 night 6:00-8:00 p.m. Class Thurs 11/9 CHRHS Rm 235 Lowrie Sargent is Vice President and Investor Advisor representative for Maine Asset Management and Director of Education and member of the State Board of Directors for Better Investing. He has been investing since 1978 and has a Masters of Business Administration, Loyola College, and Bachelor of Arts, Cornell University. He also is a recipient of the Vedder Prize in Economics.

 

Portfolio Management in a Down Market

$20

with Lowrie Sargent

Calendar Oct 26, 2017 at 6 pm

The stock market is down about 30% of the time. In this class you will learn how to recognize the warning signals and how to adjust your holdings to weather the storm. Registration $20. 1 night 6:00-8:00 p.m. Class Thurs 10/26 CHRHS Rm 235 Lowrie Sargent is Vice President and Investor Advisor representative for Maine Asset Management and Director of Education and member of the State Board of Directors for Better Investing. He has been investing since 1978 and has a Masters of Business Administration, Loyola College, and Bachelor of Arts, Cornell University. He also is a recipient of the Vedder Prize in Economics.

 

Social Security Benefits Workshop

Free

with Lee Ann Mahar

Calendar Nov 7, 2017 at 6:30 pm

This is an informal session to answer questions about retirement, survivors, disability and Medicare benefits. We will cover Internet services available, the application process and general program rules. You can bring your Social Security Statement to use as a planning tool (also available online by creating a My Social Security account) if you have specific questions about your benefits. This has proven to be a very informative session! No charge but please call to register. 1 night 6:30-8:00 p.m. Class Tues 11/7 CHRHS Rm 225 Lee Ann Mahar has been a claims representative in the Rockland, Maine, Social Security office for 17 years.

 

Course will run





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