| Thu, Nov 4 |
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Hidden Money For Your House - NEW!
Whether you want to finally stop renting, move up to a bigger home, or make major improvements within your budget, learn about under-used finance programs that don't involve credit cards or retail financing. We’ll talk about the basic income and credit requirements, and introduce you to rebates and tax breaks that may apply. Spend an evening with us and up your money game! -
Is Owning a Home Really Better Than Renting? - NEW!
Learn about the actual financial costs involved in renting vs. owning, and explore the benefits and risks of both options. Discover important Minnesota legal protections to be aware of whether you rent or own. -
Legal Aspects of Starting Your Own Business (Fall)
Filing a form with the Secretary of State is just the first step in owning your own business. Learn the legal way to organize your business to preserve personal limited liability and taxation choices. Understand the forms of legal entities and the advantages and disadvantages of each. Get the information you need to be a savvy business owner. -
Making the Most of Your Charitable Giving
Minnesota ranks among the top states for charitable giving. Are you optimizing the impact of your charity? Determine if your donations are going to the right organizations, and if the support you provide could be more efficient from a tax perspective. With this knowledge you will be a more discerning donor. -
Maximizing Your Social Security Benefits
Deciding when to collect Social Security benefits is one of the most important financial decisions you make. It is essential to understand all your options. Many individuals miss out on thousands of dollars in benefits. Don't rely on the Social Security Administration to give you personalized guidance. Your situation is unique. This class will help you start your journey. -
Race, Religion & Real Estate - NEW!
Surprising policies instituted at the end of World War II, like protective covenants and redlining, shaped cities in Hennepin County. Discover how these practices were implemented, and how their shadows in education, tax, and policing policies linger today. We'll discuss Fair Housing legislation's successes and failures. Spend an evening peeking into history that wasn’t in our schoolbooks. -
Reduce Stress, Find Success through Financial Planning
We all have a limited amount of money. Financial planning helps you determine your goals and provides a plan to achieve those goals. Get control over your money, plan for the unexpected, use credit, and start saving and investing. Be the master of your finances! -
Retirement Planning Today (Fall)
Blend financial education with estate planning to build wealth, align your money with your values, and achieve your retirement goals. Learn to manage investment risk, use tax laws to your advantage, and make informed decisions about your company retirement plan. Couples may attend together for a single fee. “David gives an excellent overview of just what is important for each of us to know to prepare for our retirement years.” -
Revocable Trusts
A Revocable Living Trust may not be for everyone, but for many people, it can save time, money and frustration for their loved ones in the future. Learn what it is, how it can help avoid probate and secure your estate, and how to assess if a Revocable Living Trust makes sense for you. -
Social Security Retirement Benefits for Couples
Couples have some unique opportunities to maximize their Social Security Retirement Benefits. Although some options were eliminated in 2015, many options remain that can increase your payment. Identify those choices so you can make an informed decision. -
Update and Transform Your Home to Sell: Tips From the Pros
Planning to sell your home? Or just looking to make it more beautiful? Learn trends and money-saving techniques to transform your home on a budget. View before/after pictures and case studies on how home sellers have made $20K-$50K more when they follow these strategies. Get the most value out of your home. -
What To Do When Someone Dies - Fall
Do you know the important tasks that must be taken care of if someone dies? Estate Planning and Elder Law Attorney Elizabeth Michaelis will discuss the practical considerations in handling someone's affairs, as well as the main tasks for settling the estate. This presentation explains the role of the Trustee, Personal Representative (Executor), the family members and others, in an orderly estate administration. -
Wills, Trusts and Other Estate Planning Tools
What is the difference between a will and a trust? Which tools are right for you, given your goals and intentions for your estate? This class will review the key planning tools available to you: including wills, trusts, Powers of Attorney and Health Care Directives. Information will also be provided on probate avoidance and recent shifts in the laws that may impact your planning options and strategies. -
Your Retirement Foundation: Social Security and Medicare
Understand the integral roles of Social Security and Medicare in retirement planning. Learn how to best take advantage of the programs and why you should focus your attention on these two programs. Make sure your retirement foundation is solid!
