Personal Finance

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Script Your Family’s Future/Creating Your Estate Plan

with Daniel Michaud

Mar

27

March 27th, 2025

Price not available More Info

***The DATE FOR THIS Class HAVE BEEN CHANGED ,THE DATES IN THE Catalog ARE NoT CORRECT.***

Do you know where your assets will go when you die? If not, our Preparing Your Estate Plan presentation will help familiarize you with the basic steps of planning for your estate, including the function of a will and the different types of trusts. An estate-planning attorney, Kristy Hapworth of Rudman Winchell, will be presenting at this event.

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Foundations of Investing

with Daniel Michaud

Mar

6

March 6th, 2025

Price not available More Info

***The DATE FOR THIS Class HAVE BEEN CHANGED ,THE DATES IN THE Catalog ARE NoT CORRECT.***

Foundations of Investing is an educational program for people who want an overview of investing, including key terms and types of investments. Foundations of Investing covers the basic features of bonds, stocks and packaged investments, and the importance of asset allocation.

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Ready or Not? Preparing for the Unexpected

with Daniel Michaud

Mar

13

March 13th, 2025

Price not available More Info

***The DATE FOR THIS Class HAVE BEEN CHANGED. THE DATES IN THE Catalog ARE NOT CORRECT.***

Ready or Not? Preparing for the Unexpected is a protection presentation that outlines a proactive strategy to help protect your family’s financial resources from life’s unexpected turns

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Retirement by Design

with Daniel Michaud

Mar

20

March 20th, 2025

Price not available More Info

***The DATE FOR THIS Class HAVE BEEN CHANGED ,THE DATES IN THE Catalog ARE NoT CORRECT.***

Retirement by Design is a presentation that illustrates how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you’ll learn investment strategies to help design the retirement you want. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track.

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Medicare 101

with Courtney Cowan

Apr

8

April 8th, 2025

$5 More Info

Medicare is not one size fits all. New to Medicare? This session will review a wide variety of information to help you navigate the waters. We will review how to obtain Medicare, when you are eligible and many other important topics including supplemental insurance to complement original Medicare. If you are currently enrolled in Medicare come get a refresher on the basics and better understand the choices available to you and when you can make changes. There are many different products and carriers available as well as various enrollment periods which give you the opportunity to change your policy if appropriate. Anyone with questions about Medicare will find this class helpful.