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in Enrichment Course Catalog
ABC's Of Government Benefits For Your Loved One With Special Needs ( Online )
with Stuart Hawkins

This workshop will provide a greater understanding of the various government benefits available to your loved one. It will discuss in detail how to qualify, maximize, and preserve benefits such as Supplemental Security Income (SSI), Social Security Disability (SSD), Medicaid, Medicare, and the ABLE Act.
Will run
401K Rollovers ( In Person ) Woodbury
with Jay Dorso

Gain insight into the optimal timing for 401K rollovers and strategies to avoid penalties. This course will cover alternative options as well as the rules and regulations associated with 401K plans.
Retirement Planning Today ( In Person ) Southbury
with Jason Castaldi

This course addresses the retirement planning process and covers the impact of inflation, taxes, investment basics, types of retirement plans, insurance and estate issues.
Will run
Medicare and Senior Medicare Patrol Basics ( Online )
with Audrey Cole

Learn the fundamentals and complexities of Medicare Parts A, B, C & D and more. Taught by trained, experienced and unbiased Counselors from the Western Connecticut Area Agency on Aging.
Will run
Hello Retirement ( In Person ) Torrington
with Mark Church

Designed for those preparing for retirement, this course will cover topics such as estimating retirement expenses and income, paying for healthcare, converting savings into income, and creating a spending plan.
Medicare 101 ( In Person ) Woodbury
with Jay Dorso

Are you confused about recent changes and updates to Medicare? Let us guide you in navigating and understanding the ever-changing world of Medicare and healthcare. J
Protect Yourself & Your Family With Trusts: Asset Protection Trusts & Revocable Living Trusts
with Thomas Murphy

***THIS CLASS IS OFFERED ON WEDNESDAY 3/19, NOT TUESDAY AS STATED IN THE CATALOG***
Learn how to use trusts to avoid probate, minimize estate taxes, preserve IRA funds, provide for disabled family members, protect assets from Medicaid, and protect your estate from your children’s creditors. Plan and protect! Preserve control over your affairs during incapacity and avoid litigation and conservatorship. Topics to be covered include, but are not limited to, revocable living trusts, Irrevocable trusts, IRA trusts, special needs trusts, testamentary trusts, beneficiary designations, and new laws regarding Powers of Attorney
Will run
Understanding Estate Plans: Creating A New Plan & Updating Existing Plans ( In Person ) Southbury
with Attorney Jeanne Di Minno

Learn about wills, trusts, powers of attorney (POA) and health care directives. Understand what these documents are for and what you need to do to create your plan