Money Matters

ADULTS MONEY MATTERS

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 Thursday, April 28 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 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.

(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