ADULTS
MONEY MATTERS
Wills, Trusts and Other Estate Planning Tools Revocable Trusts
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)
Thursday, February 3 6:30 p.m.–8:00 p.m. Wayzata Central Middle School $19
Savvy Social Security Planning for Boomers
The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime. This workshop will cover information surrounding the Social Security system. (Robert S. Davis) Tuesday, January 18 6:30 p.m.–8:30 p.m. Wayzata Central Middle School $19 per person, $35 per couple
Thursday, April 28 6:30 p.m.–8:00 p.m. Wayzata Central Middle School $19
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. (Elizabeth E. Michaelis)
Thursday, January 27 6:30 p.m.–8:00 p.m. Wayzata Central Middle School Pay what you can: $0-$15 Thursday, April 21 6:30 p.m.–8:00 p.m. Wayzata Central Middle School Pay what you can: $0-$15
MORE MONEY MATTERS CLASS OPTIONS Course Name
Start Date Location
Times
Cost
Sessions
Estate Planning Solutions
March 29
Wayzata Central Middle School
6:30 p.m. - 7:30 p.m.
$19
1
Estate Planning Solutions
May 3
Wayzata Central Middle School
6:30 p.m. - 7:30 p.m.
$19
1
Life After Work: How to Create a Good Life in Retirement
April 21
Wayzata Central Middle School
6:30 p.m. - 8:30 p.m.
$19
1
ONLINE MONEY MATTERS CLASS OPTIONS Course Name
Start Date
Times
Cost
Sessions
Cryptocurrency
February 16
12:00 p.m. - 1:00 p.m.
$19
1
How to be a Smart College Shopper
January 18
6:30 p.m. - 8:30 p.m.
$19
1
How to be a Smart College Shopper
February 15
6:30 p.m. - 8:30 p.m.
$19
1
SOMETHING HERE OR BLANK? How to be a Smart College Shopper March 15
6:30 p.m. - 8:30 p.m.
$19
1
How to be a Smart College Shopper
April 19
6:30 p.m. - 8:30 p.m.
$19
1
Write Your Own Will - On your computer
January 11
7:00 p.m. - 8:30 p.m.
$85
1
Write Your Own Will - On your computer
February 15
7:00 p.m. - 8:30 p.m.
$85
1
Write Your Own Will - On your computer
April 19
7:00 p.m. - 8:30 p.m.
$85
1
Write Your Own Will - On your computer
May 10
7:00 p.m. - 8:30 p.m.
$85
1
10 | Winter/Spring 2022
