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New Milford Adult Education

Planning for the Future

FASFA and Financial Literacy with CONNTAC Inc.


with Julianna Barron

Calendar Mar 10, 2020 at 5:15 pm, runs for 1 week

Tonight, the non-profit CONNTAC Inc. provides information on how qualified students and adult learners can receive assistance in the area of The FASFA form and Financial Literacy.

Bring notebook and something to write with.

Estate Planning: You Really Need to Have an Estate Plan (Learn Why)


with L. Arnold, Esq.

Calendar Mar 18, 2020 at 6 pm, runs for 1 week

                               No Senior Discount Available

Did you know that if you don’t create your own estate plan, some of your end of life decisions are dictated by the state of Connecticut? If you are OK with this, you really don’t need to take this course!

But - if you would like to decide how your estate is divided, who is responsible for your care, who gets custody of your minor children, and more… this course is for you!

Come learn from an experienced elder law attorney about important documents EVERY ADULT should have. Topics include Wills, trusts, powers of attorney (POA), and healthcare directives. Walk away knowing what these documents are for, and what you need to do to create them. You will also learn about the probate process and how it works.

Even if you already have an estate plan, there is a good chance it needs updating because laws often change. All students will receive an easy-to-understand estate planning guidebook written by our attorneys.


Women in Retirement-a Women-ONLY Event!


with M. Alimo

Calendar Mar 18, 2020 at 6 pm, runs for 1 week

Increase your knowledge and confidence, which will then assist you to make the best decisions for a stress-free retirement!

Ladies, attend this event to learn:

- The most common mistakes people make regarding Social Security, what to avoid, AND how to maximize this benefit!

- Need-to-know strategies to avoid outliving your hard-earned money 

- How to create a legacy plan to protect you, your spouse or your heirs from the IRS and probate courts

- How to protect your money from market volatility using the dozens of available options


Social Security Changes: Integrating Them into Retirement


with M. Alimo

Calendar Mar 19, 2020 at 6 pm, runs for 1 week

When to collect Social Security may be the single most important decision you make in context of planning your retirement.  This class is a great opportunity to learn KEY CONCEPTS you’ll need to know BEFORE applying for it. 

Depending on your age, Social Security filing strategies may boost lifetime benefits and increase retirement income by tens of thousands. Michael Alimo, a Registered Investment Advisor with a seasoned background in comprehensive financial planning and investment portfolio management, specializing in retirement planning, hosts this seminar. 

Michael shares filing timing options available to you, how benefits are calculated and how advanced planning can increase them.  Also, how tax filing status could allow you to miss out on significant lifetime sums, avoid outliving retirement funds, and much more. 


Long-Term Care Planning '20: The Truth about Medicaid rules and long-term care costs


with L. Arnold, Esq.

Calendar Mar 25, 2020 at 6 pm, runs for 1 week

Long-term care is necessary for a lot of people. But long-term care is expensive. VERY expensive. You’ve likely heard horror stories of people losing their houses to pay for care. Or about nursing home costs being over $13,000 per month. What’s worse is the misinformed “advice” that is often heard through the proverbial grapevine:

- "It's OK to give away $15,000 per year."

- "If your money is in a trust, it's safe."

- "You can just give your house to your kids."

These statements aren’t necessarily true! Long-term care planning MUST be done the right way. If it’s not, your assets might be at risk.

Come learn the truth from an experienced elder law attorney. Walk away understanding how you can properly protect your life savings. Learn about Medicaid and how it can help you pay for long-term care costs. Learn strategies to protect money if a crisis arises. Medicaid’s confusing rules, what it takes to apply, who can help you complete an application, and much more will be covered. All students will receive an easy-to-understand Medicaid and planning for long-term care guidebook written by our attorneys.

                                 No Senior Discount Available    

What the Heck is a Trust? Do I Need One? for '20


with L. Arnold, Esq.

Calendar Apr 1, 2020 at 6 pm, runs for 1 week

You’ve heard about trusts. But what exactly are they and what do they do for you? 

You’ve heard about the different types: Revocable. Irrevocable. Special Needs. Testamentary. In a nutshell, a trust is an ownership system between 3 people: the first person who gives the second person legal right to hold money (or other assets) for the third person who receives the money. Simple, right?  Well… there’s a little more to trusts than just that! In this course we’ll explain how trusts are created, the different types of trusts, and go over who you should choose to participate. 

You’ll walk away knowing how to use trusts to do things like minimize and/or avoid taxes, protect assets and keep public benefits for loved ones with special needs, and how avoid probate court.

Whether you are new to trusts or even understand them well, you’ll walk away understanding how to use these powerful planning tools.

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