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Adult and Community Education

End of Spring/Summer and Fall/Winter Class Schedule 2019

Where

Date

Time

Location

Course Offered

Tuition

Natick Senior Center May 14th 1 - 2 pm Natick, MA Understanding Medicare Residents Only
MAPFRE Insurance  May 22nd 12 - 1 pm Webinar Estate Planning Employees Only

Harvard Medical School

July 12th

1 - 2 pm

Webinar

Estate Planning

Employees Only

Progress Software Corporation July 24th 1 - 2 pm Bedford, MA Understanding Medicare Employees Only
New England Carpenters September 7th 9 am -12 pm Chicopee, MA Retirement Seminar Members Only
Wellesley Recreation 781.235.2370 September 9th 7-9 pm Wellesley Recreation Understanding Medicare Single $25
Couple $35
Wellesley Recreation 781.235.2370 September 16th 7-9 pm Wellesley Recreation Demystifying Social Security Single $25
Couple $35
Lincoln-Sudbury 978.443.9961 x 3325 September 23rd 7-9 pm High School Understanding Medicare Single $29
Couple $29
Assabet Valley 508.263.9651 September 25th 7-9 pm High School Understanding Medicare Single $55
Couple $69
Acton-Boxborough 978.266.2525 October 2nd 7-9 pm High School Understanding Medicare Single $29 Couple $39
Winchester 781.721.7125 x 614 October 16th 7-9 pm Winchester Recreation Understanding Medicare Single $25
Couple $35
Acton-Boxborough 978.266.2525 October 21st 7-9 pm High School Demystifying Social Security Single $29 Couple $39
Needham October 23rd 7-9 pm High School Understanding Medicare Single $25
Couple $50
New England Carpenters October 26th 9 am -12 pm Andover, MA Retirement Seminar Members Only
Concord-Carlisle 978.318.1432 October 28th 7-9 pm High School Understanding Medicare Single $25
Couple $45
Lexington 781.861.7150 November 4th 7-9 pm Minuteman High School Understanding Medicare Single $25
Couple $40
Concord-Carlisle 978.318.1432 November 6th 7-9 pm High School Long Term Care Single $25
Couple $45
Needham November 13th 7-9 pm High School Demystifying Social Security Single $25
Couple $50
Lincoln-Sudbury 978.443.9961 x 3325 November 18th 7-9 pm High School Demystifying Social Security Single $29
Couple $29
Dover-Sherborn 508.785.0480 x 2020 November 20th 7-9 pm High School Understanding Medicare Single $25
Couple $40
Concord-Carlisle 978.318.1432 December 9th 7-9 pm High School Demystifying Social Security Single $25
Couple $45
Winchester 781.721.7125 x 614 December 11th 7-9 pm Winchester Recreation Demystifying Social Security Single $25
Couple $35

Special Offer For Dover Group Clients
Classes are free of charge for any Dover Group clients and their friends, family and colleagues.
Please contact Kathleen DeBlois at 508-598-1249 to reserve a seat.

To receive a course catalog, please contact the schools directly.

Course Descriptions

The Latest Long-Term Care Asset Protection Strategies
Instructor: Daniel R. Williams, CLU®, ChFC®, CFP®

The high cost of long‐term care can wipe out a family’s life savings in a short period of time. Unfortunately, many families are faced with this situation, finding themselves at the mercy of an under‐funded government Medicaid system with limited choices. Recent legislative changes have created many questions surrounding planning techniques:

  • How can I protect my home?
  • What is the penalty for giving assets away?
  • Are my assets protected if I put them in a trust?
  • When is long-term care insurance worthwhile to consider?
  • What if my loved one is already in a nursing home, can they protect their assets?

All of these questions and more will be clearly answered in this very important one night seminar.

 


Understanding Medicare
Instructor: Daniel R. Williams, CLU®, ChFC®, CFP®

If you are close to age 65 or already on Medicare, this class is for you! The class is designed to fully enlighten you on how Medicare works and the different health care choices available to those age 65+.

  • How are parts A, B, C and D integrated?
  • What is Medicare Advantage?
  • What are the pros and cons of HMO’s, PPO’s, and Medigap plans?
  • Should I take Medicare if I am still employed?
  • How do I avoid late sign up penalties?
  • Does any part of Medicare cover long-term care expenses?

Demystifying Social Security 
Instructor: Daniel R. Williams, CLU, ChFC, CFP®

Deciding how and when to claim Social Security is one of the most critical financial decisions a person will make in his or her lifetime. Did you know that over 70% of Americans do not leverage the rules to get the most retirement benefits available to them? By not understanding the many complex rules surrounding Social Security, you could leave thousands of dollars on the table. In this class, you will learn about strategies on how to get the most from your Social Security retirement benefits.  We will help you determine when you should file for Social Security benefits, and what to consider when planning for spousal, survivor and divorced benefits. You will learn the financial impact of filing early or at full retirement age. We will also discuss buy-back strategies, tax-reduction strategies and coordination with other retirement plans.

About the Instructor: Dan Williams, CLU®, CHFC®, CFP®, is a Certified Financial Planner and has been named as one of Boston's top planners in Boston Magazine and The Wall Street Journal.

 

 


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