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York Adult Education



Personal Finance

in Lifelong Learning

Estate Planning – Prepare for the Uncertainties of Life and Revocable Trusts & Irrevocable Trusts – Are They Right for You?

$19

with Kathryn Bedell

Calendar Next available session starts Nov 29, 2022 at 6 pm

Presented by: Kathryn Bedell, Esq. This class will begin with an overview of basic estate planning, including wills, powers of attorney, health care directives, etc. The class will then delve into, learning 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. Kathryn Bedell is a lawyer in York, Maine and has been practicing for 31 years. Her practice focuses on estate planning, asset preservation, and probate matters.

Downsizing?

$25

with Jill Braceland DBA Managing Change

Calendar Next available session starts Dec 7, 2022 at 6 pm

This seminar is designed to offer organizing strategies to start your downsizing efforts. Establish your project priorities, learn what supplies you might need, and set realistic time constraints. Leave with an action plan.

College Financial Aid 101: FAFSA, Forms, and EFC

Free

with Joshua Bartlett

Calendar Next available session starts Jan 9, 2023 at 6:30 pm
2 additional sessions through May 8, 2023

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.

College Financial Aid 201: Grants, Scholarships, Loans, and Creative Means

Free

with Joshua Bartlett

Calendar Next available session starts Jan 16, 2023 at 6:30 pm
2 additional sessions through May 22, 2023

An in-depth look at many of the potential methods for funding college including loans, scholarships, and savings.

Medicare Unlocked

$12

with Alan Minthorn

Calendar Next available session starts Jan 24, 2023 at 5:30 pm
3 additional sessions through Apr 18, 2023

Get help from an expert when transitioning into senior health insurance (Medicare). Items covered: Social Security; the “parts” of Medicare; timelines - how and when to apply; avoiding penalties and pitfalls; how to shop for plans.





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