Money Matters

ADULTS 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 NEW Life After Work: How to Create a Good Life in Retirement

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 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)

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 Location Times Cost Sessions

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 About Their Retirement Income December 2 Wayzata Central Middle School 6:30 p.m. - 8:30 p.m. $19 1