Brighton Community Education

Probate, long term care, and tax laws are constantly changing. Find out how to prevent your assets from going through probate, how to protect unnecessary taxation, how to retain control of your affairs, and how to protect yourself against the costs of long-term care. Discover why the SECURE Act is the most significant tax law change in the last decade and how it impacts your beneficiary’s ability to inherit your retirement accounts. Taught by Estate Planning & Elder Law Services, P.C.

Investing a few hours of your time in the two-day course can pay off immediately and in the long run. It can help you gain confidence in your financial decision-making so that later on, you're better prepared to enjoy the rewards and face the challenges that retirement can bring. The course is designed to help with: Setting realistic retirement goals Assessing the costs of retirement Identifying sources of income Investing now for the future Understanding retirement plan distribution methods Protecting your wealth and assets Providing for your family and heirs You'll hear about common obstacles to retirement planning success - such as lack of knowledge, the effects of inflation and taxes, and unexpected health crisis, unpredictability of the financial markets, and failure to take action - and strategies to help overcome their effects. Information about effective financial strategies will provide you with the knowledge and perspective to make more informed decisions and formulate realistic goals based on your individual retirement needs, risk, tolerance, and retirement time frame. Attendees will receive a 120-page workbook. One per household. *Spouse may attend at no additional charge! Taught by M1 Capital Management

Did you know: 40% of persons aged 65 and older will spend some time in a nursing home, costing an average of $11,842 per month. Neither health insurance nor Medicare cover these costs. Learn about payment options, changes to Medicaid eligibility rules, in-home care options and more. Taught by attorneys from Estate Planning & Elder Law Services, PC.

Investing a little time in this course can pay off immediately and in the long run. It can help you make more informed decisions about Social Security so that you are better prepared to maximize this important source of retirement income. The course is designed to help you with: Understanding your Social Security claiming options Learning how timing affects your monthly benefit Identifying how claiming decisions impact spouses, widows, and divorced individuals Recognizing how taxes, Medicare premiums, and employment may affect benefits Understanding the value of inflation-protected lifetime income Integrating Social Security into your overall retirement plan You'll hear about common obstacles to making good claiming decisions - such as misinformation, confusion about rules, and failure to consider long-term consequences - and strategies to help overcome them. Information about effective claiming strategies will provide you with the knowledge and perspective to make more informed decisions based on your individual financial situation, retirement goals and income needs. Attendees will receive a 120-page workbook. One per household. *Spouse may attend at no additional charge! Taught by M1 Capital Management.