ADULTS
NEW
MONEY MATTERS NEW
8000 Days
This seminar will focus on how changes in aging, technology, and human longevity are affecting clients’ views of long-term financial planning. The four 8,000 day time frames in a lifetime will be covered, with an emphasis on how to make the most of retirement. Ideal attendees are ages 45-65. (Brandon Prell) Monday, October 11 7:00 p.m.–8:00 p.m. Wayzata Central Middle School $19
Estate Planning Solutions
This class will review Wills, Trusts, Health Care Directives and Powers of Attorney. Learn when a Will is sufficient and when you might prefer a Trust. You’ll learn ways to avoid probate. Discussion of common mistakes will help you avoid unwanted consequences. (Bonnie Wittenburg)
Saturday, November 13 10:00 a.m.–11:00 a.m. Wayzata Central Middle School $19
Media Replay
This presentation is aimed at understanding the media’s role of influencing investor behavior. Often it is centered around negative news without considering the positive side. The focus will provide investors with ways to benefit their financial goals. (Brandon Prell)
Life After Work: How to Create a Good Life in Retirement NEW
Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Join us for an enlightening class that will get you thinking about your next phase of life and what you need to do to prepare for it. (Robert S. Davis) Thursday, October 7 6:30 p.m.–8:30 p.m. Wayzata Central Middle School $19
Monday, November 1 7:00 p.m.–8:00 p.m. Wayzata Central Middle School $19
Wills, Trusts and Other Estate Planning Tools
What is the difference between a Will and a Trust? Which tools are right for you given your goals and intentions for your estate? This class will review the key planning tools available to you, including Wills, Trusts, Powers of Attorney and Health Care Directives. Information will also be provided on probate avoidance and recent shifts in the laws that may impact your planning options and strategies. (Elizabeth E. Michaelis)
Thursday, October 28 6:30 p.m.–8:00 p.m. Wayzata Central Middle School CMS Pay what you can: $0-$15
MORE MONEY MATTERS CLASS OPTIONS Course Name
Start Date
Learn How to Shop for College
September 21 Wayzata Central Middle School 6:30 p.m. - 8:30 p.m.
$19
1
Beginner’s Guide to Selling on Amazon
October 16
Wayzata Central Middle School 9:00 a.m. - 12:00 p.m.
$49
1
Understanding Medicare Benefits
October 20
YMCA Ridgedale
2:30 p.m. - 4:00 p.m.
$15
1
Revocable Trusts
November 4
Wayzata Central Middle School 6:30 p.m. - 8:00 p.m.
$15
1
Planning for Healthcare in Retirement November 10
Wayzata Central Middle School 7:00 p.m. - 8:00 p.m.
$19
1
Savvy Social Security Planning: What Baby Boomers Need to Know December 2 About Their Retirement Income
Wayzata Central Middle School 6:30 p.m. - 8:30 p.m.
$19
1
10 | Fall 2021
Location
Times
Cost Sessions
