Personal Finance

Are you "sick and tired of being sick and tired" about money problems every month? This class is for those who have finally reached their limit and are ready to change the course of their finances. Join us as we dive into America's culture of overspending and unprecedented debt. You will come away from this class with a clear path to financial freedom using America's most respected and successful coaching tools provided by Certified Master Finance Coach, John MacDonald. This is a finance BEHAVIOR class, not a math or stocks class. Couples are encouraged to attend together!

At this time, we are taking a waitlist for this course. Once we have the minimum number of students to hold the class, we will contact you to convert your waitlist registration to an actual registration.  Please call 657-9612 with any questions.

It’s a topic people tend to put off or ignore, but one of the most important things you can do is develop a sound plan for your estate. Doing so lets you take a giant step toward a more secure future for yourself and generations to come. Attend our Preparing Your Estate Plan presentation and you’ll learn more about:

• What to consider when creating your will

• The benefits of trusts in estate planning

• How to help reduce taxes on your estate

• How insurance can help protect your family (Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult with a qualified tax advisor or legal professional regarding your specific situation.)

Instructor: Tracy Cunning, Financial Advisor for Edward Jones, and Mark Woronoff, Attorney, of Maine Center for Elder Law

At this time, we are taking a waitlist for this course. Once we have the minimum number of students to hold the class, we will contact you to convert your waitlist registration to an actual registration.  Please call 657-9612 with any questions.

This presentation will discuss when you are eligible for Medicare benefits, the timeline to enroll for benefits without penalties, what Medicare covers and doesn’t cover, additional plans that are available and work in conjunction with Medicare and finally, briefly discuss the financial assistance options.