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14 Results

  • Are You Protected? What Can They Take Out of Your Wallet?--Online Version

    In this class, you will be together with Julianne and Brenda for a discussion on the latest medical assistance and techniques to preserve your assets. www.thefuneralady.com Our online classes will be using the platform Zoom. The link for your Zoom class, along with a password, will be sent to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for you Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.
  • Estate Planning: Reduce Income, Estate, and Gift Taxes--Online Version

    We will discuss techniques to reduce income, estate, and gift taxes. This presentation will discuss how to pass property to a spouse and future generations to reduce estate taxes and who an individual should name as beneficiaries of IRAs to reduce income taxes. Other items discussed will outline when an individual has to file a gift tax return and how to maximize gifts to charity and family members. www.yanowitzlaw.com. Our online classes will be using the platform Zoom. The link for your Zoom class, along with a password, will be sent to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for your Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.
  • Getting Your Affairs in Order in the Wake of COVID-19 - Online Course

    Claire will discuss simple steps people can take in order to make it easier for family members to transfer assets when a loved one dies. She will also outline common mistakes people make. Claire will compare the difference between a will and a trust and what documents people should have in place in the event they become incapacitated. Our online classes will be using the platform Zoom. The link for your Zoom class, along with a password, will be sent to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes relatively easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for your Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.
  • How to Title Your Property: Strategies to Avoid Probate and Protect Yourself--Online Version

    We will discuss strategies to transfer property at a loved one’s passing without going through probate. Claire will outline various alternatives including revocable living trusts, payable on death designations, and transfer on death deeds. We will discuss common mistakes people make in estate planning. This seminar will also examine techniques to pass down the family farm and cabin, safeguard property from divorce, lawsuits, bankruptcy, and how to provide for a disabled family member. www.yanowitzlaw.com Our online classes will be using the platform Zoom. The link for your Zoom class, along with a password, will be sent to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes relatively easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for you Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.
  • Learn the Basics of Investing--Online Version

    You will learn terms and language easily understood in the following topics: saving and investing wisely; types of investments; stocks, bonds, cash; investing through mutual funds and ETF’s; asset allocation; and balancing your risk and return. www.Thrivent.com Our online classes will be using the platform Zoom. The link for your Zoom class, along with a password, will be sent to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for your Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.
  • Medicare Basics--The ABCDs--Online Version

    Understand and make good choices if you are turning 65 or going on Medicare. Class will cover the various parts of Medicare-hspital, medical, and drug options. Topics include: original/traditional Medicare; Medicare supplements; Medicare advantage plans; prescription drug plans; preventive benefits; Medicare savings programs; preventing fraud, waste, and abuse; and resources to help you make decisions. The instructor is a certified State Health Insurance Program (SHIP) Counselor with the Senior LinkAge Line®. Cosponsored with the SE MN Area Agency on Aging. Our online classes will be using the platform Zoom. The link for your Zoom class, along with a password, will be sent to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for you Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.
  • Passing Down the Farm, Small Business, or Family Cabin--Online Version

    In this class, Claire will discuss estate planning techniques to pass the cabin, farm, or business to the next generation. She will contrast the advantages and disadvantages of inheriting jointly, setting up a limited liability company or distributing property through a trust. She will describe the benefits of having a buy-sell agreement and techniques to ensure property stays in the family. www.yanowitzlaw.com. Our online classes will be using the platform Zoom. The link for your Zoom class, along with a password, will be sent to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for your Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.
  • Savvy Social Security Planning--Online Version

    Careful planning can help you get the most out of your Social Security benefits. This workshop will help you determine the ideal time to apply and answer your big questions, such as: How is your benefit calculated?; When may you begin receiving benefits?; What if I apply early?; How are benefits taxed?; and What's the best strategy for me? www.Thrivent.com Our online classes will be using the platform Zoom. The link for your Zoom class, along with a password, will be sent to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for you Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.
  • Securing and Preserving your Retirement Strategy--Online Version

    Will I have enough to retire? Will my retirement income last? Are my assets protected? Learn how to manage key risks all retirees face: outliving their income, inflation, unpredictable events, market volatility, income taxes, and rising healthcare costs. Turn retirement concerns into confidence. www.Thrivent.com Our online classes will be using the platform Zoom. The link for your Zoom class, along with a password, will be sent to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for your Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.
  • Social Security: Timing is Everything--Online Version

    Making the most of Social Security is all about timing. When is the best time to apply for benefits … the best time to stop working … the best time to take withdrawals from 401(k)s and IRAs? Learn how you can determine the timing that's right for you! www.Thrivent.com Our online classes will be using the platform Zoom. The link for your Zoom class, along with a password, will be sent to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes relatively easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for your Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.
  • The Legalities When a Loved One Passes--Online Version

    We will discuss what happens when a loved one passes away? Claire will describe how probate works, (a court proceeding that distributes a loved one's property at death). She will also outline how to pass the property at death without getting a court involved. Her presentation will cover how to title property to reduce taxes and the difference between a will and a revocable trust. www.yanowitzlaw.com. Our online classes will be using the platform Zoom. The link for your Zoom class, along with a password, will be sent to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for you Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.
  • What's New in Funeral Planning?--Online Version

    In this class, Brenda will explain the basics in funeral planning, what the laws and requirements are, how to protect money for your funeral, how to know what you are buying, and how to read a funeral price list. Brenda offers FREE planning guides and she will help you complete the guide. This is a great opportunity to ask questions and educate yourself on this process to make this event easier on your loved ones. www.thefuneralady.com Our online classes will be using the platform Zoom. The link for your Zoom class, along with a password, will be sent to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for your Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.
  • Will Your Taxes Affect Your Retirement?--Online Version

    It's critical to have a solid understanding of the tax status of investments to make informed decisions and avoid paying more than the fair share. In this seminar, attendees learn: How future tax changes may create the potential for higher taxes. Ways to create tax-free retirement income. How Social Security is taxed. How to work efficiently within current tax brackets. Our online classes will be using the platform Zoom. The link for your Zoom class, along with a password, will be sent to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes relatively easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for your Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.
  • Wills or Trusts: How Assets Affect Estate Planning--Online Version

    In this class, you can determine how to get your assets where you want them to go after you are no longer here. William will explain how your assets affect your estate planning and what to do about it. www.dunlaplaw.com Our online classes will be using the platform Zoom. The link for your Zoom class, along with a password, will be emailed to you in the Registration Reminder 2 days prior to the class start, as well as any handouts for the class. Zoom is free and makes attending the online classes easy. Even if you don’t have a smart device, you can attend with a phone. Resources for you to prepare for this Zoom Class can be found by reading this PDF and visiting the "Getting Started" Zoom Tutorials page.