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Financial and Estate Program Descriptions


Estate Planning: Wills/Healthcare Proxies/Powers of Attorney

Date: 8/30, Friday

Time: 6:00 p.m. - 8:30 p.m.

Contact Hr: 2.5

Room: 340M


FEE: 25

Instructor: Jeff Chase, Esq.

Course Description: What is a Will and what is required to write a valid one? Do you need a lawyer to write a Will? If you don’t have a Will, what will happen to everything you own when you die? How are the provisions of a Will carried out after the person dies? What happens to your bank account balance, life insurance proceeds, or payment to your retirement beneficiary? Does a Court need to be involved in the settlement process? These are just some of the questions that will be discussed in this basic yet informative seminar. In addition, this workshop will cover the following topics: What is a Power of Attorney? What is a Living Will? What is a Health Care Proxy? Do you need a lawyer to prepare these documents?

Protecting Assets from the Costs of Nursing Home Care

Date: 9/25, Wednesday

Time: 6:00 p.m. - 9:00 p.m.

Contact Hr: 3

Room: 340M


FEE: $25

Instructor: Brian Snell, Esq

Course Description: This 3 hour seminar will provide you with the knowledge you need to protect your assets from the costs of nursing home care, (currently over $8,000 per month!) whether you are single or married, in the event that you or your spouse enters a nursing home in the future. The seminar will focus on protecting your house and money through the use of transfers and trusts. The following topics will be discussed: Deficit Reduction Act of 2005, limits of Medicare, eligibility requirements for Medicaid, transfer penalty rules, exempt transfers, promissory notes, protecting the home, life estates, irrevocable trusts, and Medicaid liens. 


7 Simple Secrets to Financial Freedom

Date: 10/9, Wednesday

Time: 6:00 p.m. - 8:00 p.m.

Contact Hr: 2

Room: OWS123


FEE: $45

Instructor: LeeAnne Krusemark

Course Description: Does your money work for you or do you work for your money? You will learn from a single Mom, turned home business entrepreneur, turned home owner, turned real estate investor, how to get OUT of credit card debt and reduce bad credit, raise your credit limit AND lower your interest rate, use MORE credit to raise your credit score, buy a home even if you have bad credit or are self employed, pay off your mortgage in half the time with LESS money, keep your home PROTECTED against lawsuits, and become an ACTIVE INVESTOR FOR FINANCIAL FREEDOM! This workshop is not for those already advanced in financial matters nor does it provide any legal advice.

Build & Maintain Great Credit

Date: 10/7, Monday

Time: 6:00 p.m. - 7:00 p.m.

Contact Hr: 1

Room: OWS125


FEE: Free

Instructor: Jesse Decosse

Course Description: Join Jesse Decosse from TD Bank to learn how to build and maintain your credit while avoiding scams and common pitfalls that result in poor credit. Gain knowledge from a professional about what factors go into calculating your credit score, including what matters most when it comes to raising your score. De-mystify common myths and misconceptions about credit.

Protect Yourself from Identity Theft 

 Date: 10/15, Tuesday

Time: 3:00 p.m. - 5:00 p.m.

Contact Hr: 2

Room: OWS125


FEE: Free

Instructor: Melanie Grossman

Course Description: Learn to protect yourself from becoming a victim of identity theft. This includes checking your credit reports regularly, keeping your personal information private, protecting yourself online, and safeguarding your child's identity.

Register Today  562-4139