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Bonny Eagle Adult Education

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Personal Finance

in Personal Enrichment

Healthcare and Your Retirement with Making Your Money Last


with Mark Morrison

Calendar Nov 15, 2018 at 6:30 pm

This seminar addresses what steps investors should take to prepare for healthcare costs (including Medicare and long-term care costs) to help ensure their retirement savings stay healthy. Have you retired recently? Are you planning to retire soon? This presentation discusses ideas to help build a reasonable and sustainable strategy for managing income and expenses during retirement. We’ll explore how to address key concerns such as inflation, health care expenses and market volatility as well as ways to prepare in advance for things that may not go as expected.

No discounts.


Preparing Your Estate Plan with Attorney Paul Watson of Cornish


with Mark Morrison

Calendar Oct 30, 2018 at 6:30 pm, runs for 1 week

Do you know where your assets will go when you die? If not, this seminar will help familiarize you with the basic steps of estate planning, including the function of a will and the different types of trusts. An estate-planning attorney will be present at this event. No discounts.


Full Course

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