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.

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." - CCA335 past participant

IMPORTANT NOTE: The Oct session date has changed from Oct 23 to Oct 16.

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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

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Learn how revocable trusts can help avoid probate and protect your privacy, and how irrevocable trusts can protect your assets from nursing home or MaineCare (Medicaid) liens. Discuss other strategies to safeguard assets from life events such as business failure or divorce of adult children.

NOTICE:  THIS CLASS IS TUES., NOV. 19. (Not Monday, Nov. 19.  We apologize for the mistake in the printed catalog.) 

This insurance sales presentation that outlines a proactive strategy to help protect your family’s financial resources from life’s unexpected turns.

This retirement income primer is a seminar that discusses income during retirement. We’ll explore how to budget for retirement expenses, examine potential sources of retirement income and identify ways to address potential risks.

As you consider your long-term financial goals, how do stocks measure up? During our presentation, you’ll learn the differences between common and preferred stock, the importance of dividends, ways to craft your stock strategy, and different ways to own stock.

Mutual funds may play a major role as you try to reach your long- term financial goals. An Investor’s Tour of Mutual Funds provides a detailed look at the features, benefits and risks associated with this type of investment as well as guidance to help empower you as you explore the multitude of funds available.