District 214 Community Education

Whether you are 10 months away or 10+ years away from retirement, you need to be prepared for one of the biggest transitions of your life. In this class you will learn about different retirement savings accounts, how to maximize your savings, what your replacement ratio is, and what role social security will play.

Are you looking to start investing, or to improve your investment strategy? Learn 10 principles for sound investing, and how to identify and avoid the most common investment mistakes.

This session will discuss the different types of Medicare coverage besides traditional Medicare, highlighting the key differences, benefits and drawbacks of Medicare Advantage and Medicare Supplement plans to help attendees make informed choices.

This course focuses on issues and financial concepts important to retirees. You'll learn tax-efficient income planning, lifestyle preservation, inflation protection and providing a legacy. The course also introduces the idea of fulfilling activities such as travel, hobbies and business ventures through most of your retirement years. Workbook is included. Price of the course is for two people.

This course focuses on issues and financial concepts important to pre-retirees. You'll learn how to plan for retirement, organize your finances and develop a personalized plan that empowers you to reach your long-term goals. Prepare for the future by discovering how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

This seminar is designed for those who are thinking about retiring or have retired recently. The workshop will help you focus on what matters most to you and build a financial strategy to achieve it.

This sesion will review necessary information about Social Security and Medicare, including eligibility, enrollment periods and key considerations for beneficiaries.

This educational program is designed to help individuals sharpen their spending and saving strategy. You will set personal financial goals, and then learn how to balance saving, spending and borrowing to achieve those goals. We will also cover strategies for controlling debt and improving credit scores, and practical savings tips to last now through retirement.

Learn about wills, trusts, powers of attorney, probate and guardianship. Take the first step to create or update an appropriate plan. The first class covers probate and guardianship and the second class gets into powers of attorney, wills and trusts.