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York Adult Education

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Personal Finance

in Lifelong Learning

Revocable & Irrevocable Trusts

$19

with Kathryn Bedell, Esq.

Calendar Next session starts Nov 19, 2019 at 6 pm, runs for 1 week

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..

Stocks: The Nuts and Bolts

$15

with Fred Diehl

Calendar Next session starts Jan 22, 2020 at 6 pm, runs for 1 week
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.

What Happens After the Paychecks Stop?

$15

with Fred Diehl

Calendar Next session starts Dec 11, 2019 at 6 pm, runs for 1 week

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.





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