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Adult and Community Education

End of Fall/Winter 2019 to Winter/Spring 2020 Class Schedule

Where

Date

Time

Location

Course Offered

Tuition

Lincoln-Sudbury
978.443.9961 x 3325
November 18th 7-9 pm High School Demystifying
Social Security
Single $27
Couple $27
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
Wellesley Recreation
781.235.2370
January 8th 7-9 pm Wellesley Recreation Understanding
Medicare
Single $25
Couple $35
Lincoln-Sudbury
978.443.9961 x 3325
January 13th 7-9 pm High School Understanding
Medicare
Single $27
Couple $27
Concord-Carlisle
978.318.1432
January 22nd 7-9 pm High School Long Term Care Single $25
Couple $45
Wellesley Recreation
781.235.2370
January 29th 7-9 pm Wellesley Recreation Demystifying
Social Security
Single $25
Couple $35
Acton-Boxborough
978.266.2525
February 3rd 7-9 pm High School Understanding
Medicare
Single $29
Couple $39
Lincoln-Sudbury
978.443.9961 x 3325
February 10th 7-9 pm High School Demystifying
Social Security
Single $27
Couple $27
Collegium Pharmaceuticals February 25th 2 - 3 pm Stoughton, MA Estate Planning Employees Only
Concord-Carlisle
978.318.1432
February 26th 7-9 pm High School Understanding
Medicare
Single $25
Couple $45
Assabet Valley
508.263.9651
March 4th 7-9 pm High School Understanding
Medicare
Single $55
Couple $69
New England Carpenter’s   March 7th 9 – 11 am   Dorchester, MA Estate Planning Members Only
Acton-Boxborough
978.266.2525
March 9th 7-9 pm High School Demystifying
Social Security
Single $29
Couple $39
Needham
781.455.0400
March 11th 7-9 pm High School Understanding
Medicare
Single $25
Couple $50
Dover-Sherborn
508.785.0480 x 2020
March 16th 7-9 pm High School Understanding
Medicare
Single $25
Couple $50
Lexington
781.861.7150
March 23rd 7-9 pm Minuteman High School Understanding
Medicare
Single $25
Couple $40
Tufts March 26th 12 -1 pm Tufts Estate Planning Seminar Staff and
Professors Only
Concord-Carlisle
978.318.1432
March 30th 7-9 pm High School Demystifying
Social Security
Single $25
Couple $45
Winchester
781.721.7125 x 614
April 6th 7-9 pm Winchester Recreation Understanding
Medicare
Single $25
Couple $35
Dover-Sherborn
508.785.0480 x 2020
April 15th 7-9 pm High School Demystifying
Social Security
Single $25
Couple $50
New England Carpenter’s   April 25th 9 – 11 am Nashua, NH Estate Planning Members Only
Babson College April 29th 1:45 - 2:45 pm Wellesley, MA Understanding Medicare Staff and
Professors Only
Needham
781.455.0400
April 29th 7-9 pm High School Demystifying
Social Security
Single $25
Couple $50

MAPFRE Insurance 

May 5th

12 - 1 pm

Webinar

Understanding Medicare

Employees Only

MAPFRE Insurance 

June 16th

12 - 1 pm

Webinar

Estate Planning

Employees 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?

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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