Personal Finance

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. Kathryn Bedell is a law partner at Ballou & Bedell in York and has been practicing for 30 years. Her practice focuses on estate planning, asset preservation, and probate matters. – It is recommended that students take the basic estate planning class first.

Students need to be 18 or older.

Does the A, B, C and D “Alphabet Soup” of Medicare feel overwhelming? Medicare, begun in 1965, is the US health plan available to qualified people aged 65 and older, as well as some disabled people below age 65. This overview reviews the way Medicare covers inpatient, outpatient and prescription drug costs, explains enrollment periods and reviews the types of products designed to partner with Medicare, including supplement plans, Medicare Advantage plans and prescription drug plans. This seminar will be informative for current beneficiaries, people beginning Medicare, and the adult, children, or loved ones of Medicare beneficiaries.

Students need to be 18 or older.

The Stock App is an unbelievable resource available on your smart phone. In addition to tracking market performance in real time, it connects you to TONS of information about business, the economy, and investment advice. Learning about what this app has to offer will help you understand the global economy, manage your investments, pick stocks, understand what’s happening in your 401k and lots more.

Students need to be 18 or older.

Please check for an email from the instructor with the Zoom link in the days before the class. Check your Spam folder as well.

Do you know how much paperwork is involved in organizing your estate? This quick overview deals with matters involving Family, Finances, Furniture, and Funeral. You will leave with a list of resources. This is an informational seminar only.

Students need to be 18 or older.

If you think money management is too complex, too boring or takes too much time, this course will change your mind! In this seminar designed especially for women, I will share the lessons learned on my own journey from cash-strapped single mom to worry-free early retirement. Anyone can follow this plan! In this entertaining course, I will demystify everything from budgeting to investing, 401k’s and Social Security, and everything in between. We will also look at apps and websites that can help. At the end of this course you will have the tools and information you need to create a more secure today and more abundant tomorrow.

Students need to be 18 or older.

Prerequisites: must be a Woman. Men can take Millionaire class.

Please check for an email from the instructor with the Zoom link in the days before the class. Check your Spam folder as well.

With the right information, a plan, and time anyone can become a millionaire! In this class, we will look at the step-by-step process of getting from where you are to a place of financial stability and abundance. Whether you are 20, 60 or any age in between, this class will be relevant for you. We will start with the basics of financial literacy, and then look at earning, saving, debt and investment strategies for each decade of life. We will also discuss how to make up for lost time if you get a later start. Class content will be tailored to the needs and questions of the group. It is never too early or too late to make a plan to build your nest egg!

Students need to be 18 or older.

Please check for an e-mail from the instructor with the Zoom link in the days before the course. Check your Spam folder.