ADULTS
MONEY MATTERS
Savvy Retirement Tax Planning NEW
Estate Planning Solutions
Wills, Trusts, Health Care Directives and Powers of Attorney will be explained. Learn when a Will is sufficient and when you might prefer a Trust. Learn ways to avoid probate. Discussion of common mistakes will help you avoid unwanted consequences. (Bonnie Wittenburg)
Tuesday, October 25 6:00 p.m.–7:00 p.m. Wayzata Central Middle School $19
Revocable Trusts
A Revocable Living Trust may not be for everyone, but for many people, taking the time to secure a Trust now can save time, money, and frustration for their loved ones in the future. Learn what a Revocable Living Trust is, how it can help you avoid probate and secure your estate, and how to assess if a Revocable Trust makes sense for you. (Elizabeth E. Michaelis)
At this workshop you will learn the surprises that often make retirement more expensive, what the Social Security “tax trap” is and how you can avoid it, why tapping assets in the wrong order can trigger higher Medicare premiums, and much more. (Robert S. Davis) Thursday, October 13 6:30 p.m.–8:30 p.m. Wayzata Central Middle School $19 per person, $35 per pair
Tuesday, November 15 6:30 p.m.–8:00 p.m. Wayzata Central Middle School $19
MORE MONEY MATTERS CLASS OPTIONS Course Name
Start Date
Location
Times
Cost Sessions
Social Security Planning and Medicare Basics for Couples
December 20
Wayzata Central Middle School
6:30 p.m. - 8:30 p.m.
$19
1
Social Security Planning and Medicare Basics for Individuals
November 15
Wayzata Central Middle School
6:30 p.m. - 8:30 p.m.
$19
1
Wills, Trusts and Other Estate Planning Tools
November 1
Wayzata Central Middle School
6:30 p.m. - 8:00 p.m.
$19
1
Write Your Own Will - On your computer
September 27 Online
7:00 p.m. - 8:30 p.m.
$85
1
Write Your Own Will - On your computer
October 25
Online
7:00 p.m. - 8:30 p.m.
$85
1
Write Your Own Will - On your computer
November 15
Online
7:00 p.m. - 8:30 p.m.
$85
1
12 | Fall 2022
