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A’s, B’s, C’s, and D’s of Medicare
with Alan Minthorn
This course provides an 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. Register to get the link for the livestream session. Alan Minthorn, owner of Maine Senior Insurance, LLC, is a licensed and certified senior health insurance products broker. Licensed since 1991, currently in ME, NH, and FL. He consults with carriers on product designs as well as advocates for seniors in Augusta.
with Joshua Bartlett
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 Register to receive the link to the livestream event.
Will the State Take My Home? MaineCare Long Term Care Questions Answered
with Britton Ryan Garon, Esq., LL.M.
The basics of MaineCare eligibility and application process for assisted living and long term care benefits. Learn what to do now that can help protect your assets if you need facility assistance down the road. Register to get the link for the livestream session. Britton received her B.A. in Criminal Justice from Northeastern University, her J.D. from Suffolk University Law School, and an LL.M. in Elder Law from Stetson University College of Law. She is a member of the York County Bar Association, the Elder Law Section of the Maine State Bar Association, and the National Academy of Elder Law Attorneys.
Retirement by Design/Social Security
with Fred Diehl
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 flexibility to your strategy to help you handle unexpected events and keep your strategy on track. Before you retire, it is important to understand your options regarding Social Security and the impact your decisions have on your retirement.
College Financial Aid
with Joshua Bartlett
Filling out college financial aid forms is one thing, but how do you prepare for it? It is 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 Register to receive the link to the livestream event.
Rules of the Road: Top 10 Investing Rules
with Fred Diehl
Fred shares the top 10 principles for sound investing and how to identify and avoid common investment mistakes.
Advance Health Care Planning - What Matters Most? Answers from both the lawyer and the doctor.
with Britton Ryan Garon, Esq., LL.M. and Shirley Frederick, MD
If you need medical care but are unable to speak for yourself, does someone else know how you would want to be cared for? Learn why this question is important at any age and things to consider from both a legal and medical perspective. Register to get the link for the livestream session. Attorney Garon received her B.A. in Criminal Justice from Northeastern University, her J.D. from Suffolk University Law School, and an LL.M. in Elder Law from Stetson University College of Law. She is a member of the York County Bar Association, the Elder Law Section of the Maine State Bar Association, and the National Academy of Elder Law Attorneys. She practices Estate Planning and Elder Law at Bergen, Parkinson, LLC in their York and Kennebunk offices. Dr. Frederick attended the University of Connecticut School of Medicine and completed her residency at Eastern Maine Medical Center. She practices family medicine at Southern Maine Health Care in Sanford.
Revocable Trusts, Irrevocable Trusts Are They Right for You?
with Kathryn Bedell, Esq.
Learn how revocable trusts can help avoid probate and protect your privacy, and how irrevocable trusts can protect your assets from nursing home or Maine Care (Medicaid) liens. Discussion will include other strategies to safeguard assets from life events such as business failure or divorce of adult children. To get the most out of this class, it is suggested to take Kathryn's Estate Planning class first. Register to get the link for the livestream session. Kathryn Bedell is a law partner at Ballou, Bedell in York and has been practicing for almost 30 years. Her practice focuses on estate planning, asset preservation, and probate matters.