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19 Results

  • 10 Secrets & Tips for Successfully Buying or selling a Home or Investment Property

    10 Secrets & Tips for Successfully Buying or selling a Home or Investment Property Learn how to be more successful when acquiring or selling real estate by understanding the purchase agreement, strategies for getting your offer accepted in multiple offers, and different ways to cover closing costs and mortgage insurance. We explore Twin Cities housing market data, an overview of loan programs- including a loan for escrowing improvements, appraisal issues affecting a home sale, and small things to improve your chances of selling your property. Making updates such as paint, carpet, light fixtures, and decluttering. An opportunity for a no obligation price evaluation of your home by the instructor is included with class tuition. Instructor: John Mazzara
    Thu, Jul 25
    6:00 - 8:00 PM
    Central Square
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  • Buying New Construction

    Buying New Construction Thinking about moving and considering new construction a housing option because you want an open floor plan and larger closets? Explore what is available, where to find it, and what to expect in new construction include timelines, hidden costs, risks, and the coordination selling your existing home or giving appropriate notice on your lease. You will find that there are differences when selecting a smaller builder verses a national builder. Instructor: John Mazzara
    Thu, May 23
    6:00 - 8:00 PM
    Central Square
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  • Creating Your Retirement Income Blueprint

    Explore the impact of retirement income on Social Security, Medicare premiums, and taxes, delving into the 2025 tax break sunset and its potential impact on your cashflow. Participants will receive a workbook featuring a blueprint for designing retirement income, offering timely strategies to optimize income sources. Ideal for retirees and those nearing retirement aiming to retain more of their hard-earned money. Instructor: Terrie Amundson
    Wed, Jun 12
    6:00 - 7:30 PM
    197 Two Rivers High School
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  • Downsizing in the Current Housing Market

    Downsizing in the Current Housing Market Have you been thinking that now might be the time to downsize but aren’t sure where to start, how to do it, or what your options are? Bonus-all attendees receive the Downsizing Made Easy guide PDF-A $24.95 value. Access to preferred service providers and discount coupons provided to all attendees as well as a no cost home evaluation for those who want to know the value of their home and recommended suggestions to make it more salable. Instructor: John Mazzara
    Mon, Aug 12
    6:00 - 8:00 PM
    Central Square
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  • Starting Soon
     Retirement savings golden nest egg (flickr) (CC BY 2.0)

    How To Retire From the Attorneys Perspective

    How To Retire From the Attorneys Perspective You work your whole career with the goal of someday retiring. This seminar covers the crucial years leading up to your retirement date, the active years of your retirement, and the winding down of your retirement years. Subjects will include: (i) Estate planning while working, during retirement and at the end of life, (ii) When to take your Social Security, (iii) Key financial products and services available in the market (Medicaid complaint annuities, Long Term Care Insurance, Life Insurance Long Term Care Riders), (iv) What to look for in a professional (Financial Advisor, CFP, RIA, Fiduciary)?, and (v) the final plans before the end – what can be too little too late? Please bring your questions, this class is an interactive forum. Instructor: Steve Ledin
    Mon, May 13
    6:30 - 7:30 PM
    Central Square
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  • 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 an inheritance for the next generation. We will walk through the following questions and more including: How will I meet my nursing home goals? Is Long Term Care Insurance for me? What about home healthcare? Should I gift my money away? Would I qualify for Medicaid? What about my current Trust, does it protect my assets and avoid the nursing home? What is the 60-month claw back? What if my spouse goes into the nursing home and exhausts our money? Get the answers to these and other questions and learn how to create an effective plan to deal with these uncertainties. Instructor Steve Ledin
    Mon, Jul 22
    6:30 - 7:30 PM
    At-Home / Virtual Course
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  • How to Win with Investment Properties

    How to Win with Investment Properties Ever considered becoming a landlord or investing in real estate but needed more information? Learn about opportunities in today’s Twin Cities marketplace, how to analyze a property, tax considerations, and things to put in a lease. We review all aspects of becoming a landlord from buying, selling, and renting. Instructor: John Mazzara
    Thu, Jun 20
    6:00 - 8:00 PM
    Central Square
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  • Medicare Basics

    Medicare is very complicated and confusing for most people. This class is educational only. It will help you understand Medicare Parts A,B,& D. Medicare does not cover all medical costs, so you will learn how a Medicare Supplement Plan and Part C can help! There will be time at the end to answer individual questions. Due to a significant contribution we are able to offer this class for free. Registration is still required to attend. Instructor Jordan Draper
    Tue, Jun 4
    6:00 - 7:15 PM
    197 Two Rivers High School
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  • Moving Mom & Dad

    Moving Mom & Dad 5 Common Mistakes Children of Aging Parents Make and How to Avoid Them! Many baby boomers today are facing the tough decision of finding appropriate housing options for their parents. Moving mom and dad is often a challenge, especially when mom and dad are reluctant to address the issue. In this class we will discuss and give an overview of the housing market in general for those considering buying or selling a home. We also provide a guide called Moving Mom & Dad, a $24.95 value. The guide covers the five common mistakes Children of aging parents make and how to avoid them. The guide also includes the following topics: • Conversation’s starters for discussing late-life housing choices with aging parents, • Solutions for remodeling homes designed for aging-in-place, • Descriptions of common senior living options and 55+ communities, • Key questions to ask when researching assisted living and long-term care communities, • Tips and criteria for hiring key service providers, Frequently Asked Questions and much more. Access to preferred service providers and discount coupons provided to all attendees as well as a no cost home evaluation for those who want to know the value of their home and recommended suggestions to make it more salable. Instructor: John Mazzara
    Thu, Jun 6
    6:00 - 8:00 PM
    Central Square
    View more info
  • CafeCredit.com (flickr) (CC BY 2.0)

    Preventing Elder Financial Abuse

    Preventing Elder Financial Abuse Elder financial abuse, also known as financial exploitation, is the illegal or unauthorized use of an older adult’s funds or resources for the benefit of someone other than the older adult. This includes fraud, theft, and act of deception to gain control over a senior’s money or property. You will learn about common types of financial abuse, indicators, and signs, how to report and get help. This class is for older adults and their families.Instructor: Vaughn Kavlie
    Thu, Jun 6
    10:00 - 11:30 AM
    Central Square
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  • Questions and Answers with a MN Will and Trust Planning Attorney

    Get expert advice in this open-forum seminar with a seasoned Will & Trust attorney. Learn about avoiding Probate, the role of Wills and Trusts, asset protection, nursing home considerations, and more. Discover how to choose the right estate plan, manage separate assets, and deal with death taxes. Ensure a smooth legacy for your children and gain insights into managing retirement assets. Your questions, including Transfer-On-Death Deeds, will be answered in this relaxed and friendly session. Join us for essential estate planning insights! Instructor: Steve Ledin
    Tue, Aug 20
    6:30 - 7:30 PM
    At-Home / Virtual Course
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  • Questions and Answers with a MN Will and Trust Planning Attorney

    This is a relaxed and friendly open-forum seminar for participants with a seasoned Will & Trust attorney. Questions like: Should I avoid Probate? Is a Will good enough? Do I need a Trust? How does my plan deal with the nursing home? How do we gift the assets of husband and wife? What about separate assets not of the marriage? If I am alone, what tools protect me best? How do I decide who should serve in my estate plan? What is the death tax? How do I avoid leaving a mess for my children? Which Trust is best for my needs? Can I use a Transfer-On-Death Deed? How do my retirement assets operate in my Will or Trust? All questions will be answered!
    Tue, Aug 20
    6:30 - 7:30 PM
    Central Square
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  • anja mulder (flickr) (CC BY 2.0)

    So Your Thinking About Leaving MN, An Attorneys Perspective On How To Do It (On-Line)

    So Your Thinking About Leaving MN, An Attorneys Perspective On How To Do It (On-Line) A vital part of every retirement or resettlement discussion involves the roadmap of issues that help us decide where we want to call home! Is it Taxes, the Political Landscape, the Weather, the location of Family assets, Debt or Income concerns in Retirement, Cost of Living, Health Concerns or . . . our Friends are already there! When should we start this discussion? Did you know many States do not tax Social Security, Pensions or other Qualified Retirement Income sources? Which are the worst states for Estate Taxes? How do we establish Domicile? How about quality of medical resources and retirement facilities – who is good, who is not-so-good? All these issues will be raised and discussed in an open and friendly manner with questions encouraged. Instructor: Steve Ledin
    Tue, Jun 4
    6:30 - 7:30 PM
    At-Home / Virtual Course
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  • The Ins and Outs of Medicare

    Discover the essentials of Medicare in this engaging seminar. Delve into its history, learn the difference between Medicare from Medicaid, explore eligibility criteria, and understand the various components. Interact with licensed health agents as we decode the intricacies, including how healthcare providers collaborate with Medicare, details about supplement and Part D plans, navigating early retirement, and crucial rules for selecting a Medicare plan. Join us for a comprehensive understanding, and let our experts simplify the complexities.
    Tue, Aug 20
    6:00 - 7:00 PM
    197 Two Rivers High School
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  • Why You Can't Always 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. One common problem that often needs addressing is the over-utilization of the Living Trust for goals or problems that it does not resolve. For example, “Does my Living Trust protect my assets against Medicaid and the nursing home?” The answer is probably not. The Irrevocable Trust and the Testamentary Trust each have their strengths and weaknesses as well. We will clearly define 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. Class encourages questions and we hope to provide answers that will set your mind at ease or assist you in the decision making in this area.
    Tue, Jul 30
    6:30 - 7:30 PM
    Central Square
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  • Why You Can't Always Trust Your Trust (Online)

    Discover the right Trust for your Estate Planning needs. Understand the distinctions between Living, Testamentary, and Irrevocable Trusts. Avoid common pitfalls like relying on a Living Trust for Medicaid protection. Delve into the strengths and weaknesses of each Trust type to align with your goals effectively. Get clarity and guidance in this informative class. Instructor: Steve Ledin
    Tue, May 14
    6:30 - 7:30 PM
    At-Home / Virtual Course
    View more info
  • Retirement Road Sign with blue sky and clouds. (flickr) (CC BY 2.0)

    Will Taxes Affect Your Retirement

    It's critical to have a solid understanding of the tax status of investments to make informed decisions and avoid paying more than the fair share. In this seminar, attendee learn: How future tax changes may create the potential for higher taxes. Ways to create tax-free retirement income. How social security is taxed. How to work efficiently within current tax brackets. Instructor: Kevin Schwartz
    Tue, Aug 6
    6:30 - 7:30 PM
    197 Two Rivers High School
    View more info
  • Waitlist

    Writing Your Own Will - South St. Paul

    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. You can avoid that. Prior to class, information will be sent to you for review. During class, learn the background on estates and wills, then finish by preparing a legal will with instructions during class on a professionally prepared form. The will is then notarized with a witness at class. This class is appropriate for people who have an estate of less than $2,000,000, including life insurance, and do not own a business. Each participant must register separately, couples cannot legally share the form. Bring an appropriate ID for notary and a pen to class.
    Tue, Jun 18
    6:30 - 8:30 PM
    Central Square
    View more info

  • Writing Your Own Will - South St. Paul

    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. You can avoid that. Prior to class, information will be sent to you for review. During class, learn the background on estates and wills, then finish by preparing a legal will with instructions during class on a professionally prepared form. The will is then notarized with a witness at class. This class is appropriate for people who have an estate of less than $2,000,000, including life insurance, and do not own a business. Each participant must register separately, couples cannot legally share the form. Bring an appropriate ID for notary and a pen to class.
    Tue, Sep 10
    6:30 - 8:30 PM
    Central Square
    View more info