Presenter: Jenny Rivard Esq.

Date/Time: Thursdays June 13, August 15, September 19, 2-3pm

Cost/Registration: $5.00 for each class. You must register in advance.

June 13

Medicaid & Nursing Care: How to protect your funds so you don’t have to spend all your money and how to help ensure you get care where you want.

August 15

Estate Planning Documents: Will or trust? Which one do I need? What is probate? Power of attorney, how many are there? What documents you should have and when to update them.

September 19

Taxes in Retirement: Social Security tax, estate tax, income tax, capital gains tax, and gift tax. How to efficiently reduce paying the IRS as much as possible.