Do you have a strong and up-to-date estate plan? If the answer is ‘no’, this task should be at the top of your to-do list! An estate plan is your legally documented roadmap for loved ones to know your wishes and how to care for you if you are unable to manage your financial, health, and/or legal affairs yourself. This session will focus on important estate planning documents like Wills, powers of attorney, advance directives, trusts, and beneficiary designations, and the purpose and powers included in each. Also, learn about what happens if you don’t have a Will, considerations for choosing your power of attorney and health care agents, and some common estate planning mistakes that you will want to avoid. All students will receive an easy-to-understand estate planning guidebook written by our attorneys

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.

This course extends beyond the limited boundaries of wills and trusts, empowering families to create a comprehensive plan for the future of their dependents with special needs.

Learn the basics of cosmology, giving a magical mindset and perspective. Topics include personal growth, shadow work, seeing past the "illusion," and impacting change in your reality. D. Dionne. Students are encouraged to purchase the following book before class begins: Accelerated Wicca (ABCs of Witchcraft) by Belladonna LaVeau. (ISBN# 9798601318815).

This course addresses the retirement planning process and covers the impact of inflation, taxes, investment basics, types of retirement plans, insurance, and estate issues.

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.

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.

Learn the fundamentals and complexities of Medicare Parts A, B, C, D, and more. Taught by trained, experienced, and unbiased counselors from the Western CT Area Agency on Aging.