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Adult and Community Education

Winter-Spring Schedule 2017

Where

Date

Time

Location

Course Offered

Tuition

Wellesley
781.235.2370

January 23rd

7-9 pm

Wellesley Recreation Dept.

Understanding Medicare

Single $25
Couple $35

Concord-Carlisle
978.318.1432

January 30th

7-9 pm

High School

Understanding Medicare

Single $20
Couple $30

Dover-Sherborn
508.785.0480 x 2020

February 6th

7-9 pm

Dover-Sherborn High School

Understanding Medicare

Single $25
Couple $50

Lexington
781.861.7150

February 13th

7-9 pm

Minuteman
High School

Understanding Medicare

Single $25
Couple $40

Concord-Carlisle
978.318.1432

February 27th

7-9 pm

High School

Demystifying Social Security

Single $20
Couple $30

Assabet Valley
508.263.9651

March 13th

7-9 pm

High School

Understanding Medicare

Single $59
Couple $118

Winchester
781.721.7125 x 614

March 15th

7-9 pm

Winchester Recreation Center

Understanding Medicare

Single $25
Couple $35

Dover-Sherborn
508.785.0480 x 2020

March 20th

7-9 pm

Dover-Sherborn High School

Demystifying Social Security

Single $25
Couple $50

Lexington
781.861.7150

March 22nd

7-9 pm

Minuteman
High School

Understanding Medicare

Single $25
Couple $40

Acton-Boxborough
978.266.2525

March 27th

7-9 pm

High School

Demystifying Social Security

Single $29
Couple $39

MAPFRE March 28th 12-1 pm Webinar Estate Planning All Employees

Assabet Valley
508.263.9651

April 3rd

7-9 pm

High School

Long Term Care

Single $59
Couple $118

Acton-Boxborough
978.266.2525

April 10th

7-9 pm

High School

Understanding Medicare

Single $29
Couple $39

Wellesley
781.235.2370

April 12th

7-9 pm

Wellesley Recreation Dept.

Understanding Medicare

Single $25
Couple $35

Lincoln-Sudbury
978.443.9961 x 3325

April 24th

7-9 pm

High School

Understanding Medicare

Single $27
Couple $27

Winchester
781.721.7125 x 614

May 1st

7-9 pm

Winchester Recreation Center

Demystifying Social Security

Single $25
Couple $35

Lexington
781.861.7150

May 3rd

7-9 pm

Minuteman
High School

Understanding Medicare

Single $25
Couple $40

Lincoln-Sudbury
978.443.9961 x 3325

May 8th

7-9 pm

High School

Demystifying Social Security

Single $25
Couple $29

iRobot Corporation May 9th 12-1 pm Bedford, MA Estate Planning All Employees

New England’s Carpenters Union

May 20th

9:30-10:30 am

Portsmouth, NH

Estate Planning

Members Only

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?

Social Security Benefits
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.

Dan Williams, CLU®, CHFC®, CFP®, is a Certified Financial Planner and has been named as one of Boston's top planners in Boston Magazine.

 



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Financial planning provided by Williams Advisory Services, LLC, a Registered Investment Adviser.
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