Filter by Category
A’s, B’s, C’s, and D’s of Medicare
with Alan Minthorn
Course will provide a thorough overview of “how” to retire without surprises from Social Security, Medicare, MaineCare, and senior health insurance system. You will learn: important SSA forms and timelines; the “parts” of Medicare; how and when to apply; plans and general benefits. Alan Minthorn, Owner of Maine Senior Insurance, LLC, is a licensed and certified senior health insurance products broker. He has held licensure since 1991.
Bring Balance to Your Budget
with Fred Diehl
This a presentation designed to help you sharpen your spending and saving strategy. You’ll learn more about: Setting personal financial goals. Balancing saving, spending and borrowing to achieve your goals. Strategies for controlling debt and improving credit scores. Practical savings options for now through retirement.
Estate Planning – Prepare for the Uncertainties of Life
with Kathryn Bedell, Esq.
Overview of basic and sophisticated estate planning, including Revocable and Irrevocable Trusts, Wills, Powers of Attorney, Health Care Directives, and a discussion of the probate process and how to avoid it.
Financial Challenges of the Sandwich Generation
with Herbert Moyer
Learn the realities of being a member of the sandwich generation and strategies that you can use to care for your parents, children, and yourself. Herb Moyer is a Financial Professional with Prudential, working on his fifth year with PRU. He taught high school Sciences for more than 28 years, worked for IBM as an Education Instructional Specialist for almost four years, and owned his own small computer company, Multimedia Systems, Inc. for 15 years. He enjoys sharing his financial expertise with clients to help them grow and protect their assets to better prepare for their financial futures and their uncertain retirement years.
Foundations of Investing
with Fred Diehl
This educational program is geared to people who want an overview of investing, including key terms and types of investments. Foundations of Investing covers the basic features of bonds, stocks and packaged investments, and the importance of asset allocation.
Minimizing the Cost of College
with Joshua Bartlett
This class will explore various ways to minimize the cost of education at schools offering 4-year undergraduate degrees. The information presented is geared toward students and the parents of students who are 1-4 years away from applying to college.
Outlook and Opportunities: Fuel for Your Investment Journey
with Fred Diehl
This seminar that discusses the economy and actions to take today. The program explores the economy, interest rates and our outlook, current market trends, strategies to prepare for volatility and the importance of balance.
Personal Finance (Fall 2018)
with Online with Ed2Go.com/yace
This course will prepare you for a lifetime of worthwhile personal financial planning. The tools you will learn are useful, realistic, and easy to work into your regular routine. They will help you gain control over the financial impact of the choices you make. You’ll learn to create and use a budget, borrow and invest wisely, make intelligent decisions about insurance, and plan for your financial future. You’ll develop a retirement savings plan, and you’ll be better prepared to make large purchases and plan for taxes. You’ll learn the essentials of household bookkeeping, record-keeping requirements, and much, much more. To register for this 6 week online class visit www.Online with Ed2Go.com/yace. Session Start Dates: February 14, March 14, April 11, May 16, June 13