Business/Financial & Investing
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Asset Protection Techniques For The Individual And Small Business
Instructor: Brendan King
Semester: Spring 2017 Registration: 1/1/2017 - 5/19/2017
Worc Resident: $30.00 Non-Worc Resident: $45.00
Date: 3/16/2017 - 3/16/2017 Time: 06:30 PM - 08:30 PM
Location: Technical High Max Seats: 25
Weekday: Thursdays Weeks: 1
Asset protection is no longer a luxury; it’s a must. Lawsuits are filed today in unprecedented numbers against individuals, businesses and professional practices. In fact, the average professional is likely to be sued at least once in his or her career. Simply put, you do not need to be rich to be sued, especially if you are in a high-risk situation or business. You also do not need to be sued to lose your assets – divorce, failed business ventures, economic instability, and personal and business bankruptcy all pose a threat to asset security. So how do you prepare for this sort of event? Attorney Brendan King will give you the tips and tricks you need to think about when considering asset protection.
College - Getting There from Here
Instructor: Jeff Prunier
Semester: Spring 2017 Registration: 1/1/2017 - 5/19/2017
Worc Resident: $30.00 Non-Worc Resident: $45.00
Date: 3/14/2017 - 3/14/2017 Time: 06:30 PM - 08:30 PM
Location: Technical High Max Seats: 25
Weekday: Tuesdays Weeks: 1

Have you ever wondered how you will pay for a college education?  Learn about the benefits of saving vs. borrowing and different savings plans.  There are many ways to pay, but a few that may be more affordable than others.


Estate Plans - Do You Have One?
Instructor: Brendan King
Semester: Spring 2017 Registration: 1/1/2017 - 5/19/2017
Worc Resident: $30.00 Non-Worc Resident: $45.00
Date: 3/9/2017 - 3/9/2017 Time: 06:30 PM - 08:30 PM
Location: Technical High Max Seats: 25
Weekday: Thursdays Weeks: 1
In the hustle and bustle of today’s world people frequently think of “Estate Planning” as something to do “later.” In actuality, there is no time like the present! The baby boomer generation and elders today are living longer and enjoying active and dynamic lifestyles. At the same time, they face extraordinary challenges when it comes to planning for their futures. Worry about financial security and how to protect assets for heirs in this economic environment where the cost of living along with the rising cost of healthcare and long-term care can eat up finances and be overwhelming. This evening workshop will introduce you to multiple aspects of estate planning. We will discuss typical estate planning issues including estate tax and income tax minimization, wealth transfer planning, long-term care and nursing home planning, disability planning, and probate avoidance. Come join the discussion and discover what you need to know now about estate planning.
Foundations of Investing
Instructor: Jeff Prunier
Semester: Spring 2017 Registration: 1/1/2017 - 5/19/2017
Worc Resident: $30.00 Non-Worc Resident: $45.00
Date: 3/30/2017 - 3/30/2017 Time: 06:30 PM - 08:30 PM
Location: Technical High Max Seats: 25
Weekday: Thursdays Weeks: 1

Building your investor IQ starts withunderstanding the basics.  Whether youare new to investing or need a refresher, our Foundations of Investingpresentation will help you learn about:

·        The importance of developing a strategy

·        The impact of asset allocation

·        The influence of inflation on your long-term goals

Edward Jones, its employees and financialadvisors cannot provide tax or legal advice. Please consult your attorney or qualified tax advsior regarding yoursituation.

Leave it, Move it, Roll it, Take it - Don't leave a plan behind!
Instructor: Jeff Prunier
Semester: Spring 2017 Registration: 1/1/2017 - 5/19/2017
Worc Resident: $30.00 Non-Worc Resident: $45.00
Date: 4/11/2017 - 4/11/2017 Time: 06:30 PM - 08:30 PM
Location: Technical High Max Seats: 25
Weekday: Tuesdays Weeks: 1

Learn about the options for what to do with money from a previous employer sponsored plan (i.e 401(k),403(b), SMART, etc).  We'll discuss in detail the pros and cons of taking a lump sum, leavings assets in a plan, or moving to another plan, rolling over to a traditional IRA, or receiving annuity payments from a pension.  There may be no wrong decisions, but there may be better decisions.


Legal Planning for Long-Term Care and the Nursing Home
Instructor: Brendan King
Semester: Spring 2017 Registration: 1/1/2017 - 5/19/2017
Worc Resident: $30.00 Non-Worc Resident: $45.00
Date: 3/23/2017 - 3/23/2017 Time: 06:30 PM - 08:30 PM
Location: Technical High Max Seats: 25
Weekday: Thursdays Weeks: 1
One of the biggest concerns for the aging population is how they will pay for the cost of a nursing home.  With the rising cost of long-term healthcare, even a brief nursing home stay can rapidly deplete a person's retirement savings.  Spouses worry about protecting assets for each other if one of them had an extended nursing home stay: and married or single, most everyone wishes to protect an inheritance for their children, grandchildren and other loved ones.  The Medicaid rules for nursing home coverage are complicated and intimidating.  The good news is that there are many planning options that range from planning years in advance, to dealing with an emergency health crisis.  Come join the discussion, have your questions answered, and learn from an experienced elder law attorney about the assortment of sound legal options you probably never knew existed.
Special Needs Planning
Instructor: Brendan King
Semester: Spring 2017 Registration: 1/1/2017 - 5/19/2017
Worc Resident: $30.00 Non-Worc Resident: $45.00
Date: 3/30/2017 - 3/30/2017 Time: 06:30 PM - 08:30 PM
Location: Technical High Max Seats: 25
Weekday: Thursdays Weeks: 1
Anyone with a disabled or special needs loved one knows that the conventional answers do not always work in an unconventional situation. Planning for disabled or special needs individuals brings a unique set of challenges. In fact, in addition to the traditional planning considerations, special needs and disability planning involves navigating a complicated set of federal and state laws and regulations. Preserving eligibility for benefits and entitlements is of paramount importance, as is establishing and maintaining the appropriate quality of care and life for the disabled or special needs individual. If you find yourself in these special circumstances please attend this workshop to hear answers regarding the benefits and entitlements you should be aware of.