This course provides a thorough overview of how to transition into senior health insurance (Medicare). Items covered: SSA forms; the “parts” of Medicare; timelines - how and when to apply; avoiding penalties and pitfalls; how to shop for plans.

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. Kathryn Bedell is a law partner at Ballou&Bedell in York. Her practice focuses on estate planning, asset preservation, and probate matters, including guardianships and conservatorships.

Business owners learn about tools and strategies to help make building, running and preserving a business easier and more proftable. 

Filling out college financial aid forms is one thing, but how do you prepare for it? It’s important to know the impact of income and asset types before filling out forms, otherwise thousands of dollars in potential aid may be missed. “This was such a beneficial use of our time! Josh helped us understand the FAFSA and scholarship process so when we go through it next year with our son, we will know what to expect.” - Past participant

An in-depth look at many of the potential methods for funding college including loans, scholarships, and savings. “Every parent of a high-school student needs to take this class!” -Past participant 

Translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, learn investment strategies to help design the retirement you want, including some fexibility to your strategy to help you handle unexpected events and keep your strategy on track. Before you retire, it’s important to understand your options regarding Social Security and the impact your decisions have on your retirement. 

Fred shares the top 10 principles for sound investing and how to identify and avoid common investment mistakes.

This overview of investing includes key terms and types of investments, the basic features of bonds, stocks, packaged investments, and the importance of asset allocation.