Filter by Category
Finance
in Enrichment Course Catalog
Protect Yourself & Your Family with Trusts (Online)
with Thomas Murphy

Explore 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.
How Money Works (In-Person) Litchfield
with Gene Callahan

Create a budget, save money more efficiently, and learn how to tackle debt. By applying the principles of this class, you can achieve financial security.
Introduction to Basic Banking (Online)
with Marta Carey

Taught by the President of the Center for Financial Training, this course provides an overview and history of the banking system. Learn how the Federal Reserve System is structured, the "two types of money," how interest is calculated, and more!
Planning Today for a Financially Successful Tomorrow (In-Person) Litchfield
with Corrin Burke

Taught by a Certified Financial Planner® and the head of Successful Wealth Strategies LLC, this comprehensive course is designed to help you take control of your financial future through mindful planning. Find out what success means for each person, discover the power of visualization, complete a dream goal purpose worksheet and more!
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 CT Area Agency on Aging.
10 Keys to Estate Planning (In-Person) Torrington
with Mark Church

This course offers 10 essential keys to creating a comprehensive estate plan. Topics include wills, living wills, power of Attorney, Beneficiary Designations, and ownership designations.