Skip to content

14 Results

  • 90 Minutes with an Estate Attorney

    We all have goals. Sometimes our goal is to gift assets to others while we are alive or after passing. What about estate tax & gift tax planning? Should I gift my money away in a will or a trust? Would I qualify for Medicaid? What is the 60-month claw back? What if my spouse goes into the nursing home and exhausts our money? What about my current trust; does it avoid the nursing home? Most people believe that their trust shields the assets from the nursing home and creditors. Many people may be wrong! Walk through these questions and many more. This is a live ONLINE class scheduled to take place at the noted date and time. All participants will be contacted via email with easy instructions for accessing the class.
  • Basics of Investing and Retirement Planning

    Every good plan has to start somewhere. Learn the basics of investing and retirement planning. Learn a 7 Step Process to build a strong financial foundation. In addition, she will break down several financial concepts in easy to understand examples so you will walk away with a new sense of understanding and empowerment when it comes to your financial future. Securities and Advisory Services offered through Harbour Investments, Inc Member FINRA & SIPC
  • Early Retirement: Exploring Your Health Insurance Options

    Early retirement can be an exciting time, but it can also bring a lot of questions. "What do I do about health insurance before I am eligible for Medicare?" Learn about what to consider before leaving your employer group coverage, discover different options available to fill the gap before you become eligible for Medicare and study the in's and out's of how to navigate MNSure, the Minnesota health insurance marketplace.
    Waitlist
  • Effectively Putting Your House on the Market

    Explore the steps you need to take to sell your home successfully. Learn about the selling cycle in the Twin Cities. Find out when you should list your home to get top dollar and why. Review the top ten things you should do to get your home ready to sell. Discuss points to consider when you are having to sell and buy a home at the same time. Is the Twin Cities market a sellers' market? Find out the answer and how that will affect you as a seller. Take home a flash drive with all information covered in class at no additional cost.
  • First Time Home Buyers Seminar

    Learn what the first time home buying process involves. Explore all aspects of home purchasing including mortgages, home inspection and what it entails, home owners insurance, closing process and more. Become knowledgeable about one of the largest purchases in your life. Attendees receive a flash drive of class information at no additional cost.
  • How to Pay for the Nursing Home; An Attorney’s Perspective

    The biggest fear for most baby boomers is how to pay for the nursing home and still leave something for the next generation. With ever changing estate planning laws and great increases in nursing home costs, the fear is real. Understand what your options are. Is long term care insurance for you? What about home care? Should I gift my money away? Would I qualify for Medicaid? What about my current trust, does it avoid the nursing home? What is the 60 month claw back? What if my spouse goes into the nursing home and exhausts our money? Discuss these questions and many more, including how to plan and place your assets to meet your nursing home goals. This is a live ONLINE class scheduled to take place at the noted date and time. All participants will be contacted via email with easy instructions for accessing the class.
  • Keeping the Cabin, Business and Farm in the Family

    Division of an estate can lead to bitter battles between siblings and impact their relationships forever. Who will pay the taxes? What if one family member uses it more or does all the work? How can you ensure your children receive equal inheritance? What effect will and estate taxes have? Get the answers to these and other questions and learn how to keep the cabin, business, farm or other property in the family without driving the family apart. This is a live ONLINE class scheduled to take place at the noted date and time. All participants will be contacted via email with easy instructions for accessing the class.
  • Monetize Websites, Blogs and Social Media with Affiliate Marketing

    Earn a passive monthly income from selling other people’s products by placing a merchant-provided advertisement link on your site and get a commission for every sale, click or lead. Learn where to find 1000+ free and low cost opportunities and how to avoid scams or links that won't offer a beneficial ROI (return on investment). Learn how to find high, recurring, and second-tier commissions. Discover SEO secrets to increase your site's ranking and visibility on search engines like Google.
  • Retirement Planning for Baby Boomers

    If you are a Baby Boomer retirement is likely on your mind in some way shape or form. Identify areas of focus for those retired, about to retire or who still have a little to go before you cross that retirement finish line. All 3 scenarios are critical times in life to be making good decisions for your financial future. Pensions, Social Security, 401ks, IRAs, Roth IRAs, Annuities, Life Insurance and Long-Term Care…how does it all work together for the betterment of your retirement? Come to learn, ask questions, and walk away with a better understanding of what your next financial steps could be. Securities and Advisory Services offered through Harbour Investments, Inc Member FINRA & SIPC
  • Save Money with Extreme Couponing!

    Learn how to save money every day with extreme couponing. Coupons are not just for groceries. The savings can add up to hundreds or even thousands of dollars every year. Explore different types of coupons, even for high ticket items, how to find the best coupon apps and websites, how to match coupons with sales for maximum savings and how to find other people to trade coupons and merchandise with.
  • Simplify Your Social Security

    Are you one of the millions of people who has wondered what the best strategy of taking you Social Security? Did you know if you're a married couple there are 81 different ways to draw? Which one will maximize your benefits? Are you divorced? Learn how you might be able to draw more then what your own benefits would provide. Social Security can be such a complex topic, discover how to understand some of these concepts and make them simple. Securities and Advisory services offered through Harbour Investments, Inc Member FINRA & SIPC
  • Trusts and Wills

    Compare trusts and wills and learn which is best for you. Learn what estate planning entails including property and how to avoid probate in case of disability or death. Understand the probate process and when it is and isn't necessary and why. Make informative estate planning decisions.
  • Why You Can’t Trust Your Trust

    The trust is a very popular component and tool to be used in our estate planning. However, there is a variety of vastly different trust options to be used and the question arises: Am I using the right trust for my needs and goals? Often used trusts include: Living Trusts, Testamentary Trusts and Irrevocable Trusts, each serves a different purpose, each has a different result. Learn about the strengths and weaknesses of these different types of trusts and when to use them. Explore your goals and wishes to see where they fall in the realm of trusts. This is a live ONLINE class scheduled to take place at the noted date and time. All participants will be contacted via email with easy instructions for accessing the class.
  • Writing Your Own Will

    Having a will is important for married couples, singles and divorced people. If you are without a will, the laws of Minnesota and a judge will make all the decisions regarding your estate. Don't let this happen. Learn about estates and wills, and prepare a legal will in class. Receive instructions and a professionally prepared form, have access to witnesses and a notary public. Prior to class, review the information forwarded to you. The will form is designed for individual use; couples cannot share this form (each person must register individually). Appropriate for people who have an estate of less than $2,000,000, including life insurance, and do not own a business. Sorry, no discounts apply. Designed for Minnesota residents.
    Waitlist