TriDistrict Community Education

This course will help focus on what matters most and build a financial strategy to achieve it. Understand the possibilities, plan for both the unexpected and expected, and prepare for healthcare costs in retirement.

Your student is getting ready for college. You saved your money. Is it enough? Learn where your student will fit best, academically, socially & financially as well as which schools offer the largest merit scholarships.

Do you live in a townhouse, condominium, or other homeowners association? Considering buying one? Current and prospective homeowners will be better informed and can participate in homeowner association (HOA) community life. Learn the characteristics of homeowners associations including how they are governed, financial operations, and homeowner rights and responsibilities. Content includes how HOA’s are created, governing documents, board authority, insurance, rules and regulations, and more. Presented by members of the HOA Leadership Network, a nonprofit organization of HOA board leaders.

This class will walk-through an actual Minnesota Probate Estate from the filing of the Application for Probate to the Final Accounts and all the steps in between. Learn the entire process with current forms, court and filing requirements, accounting and procedural steps, as well as the procedures for the sale and distribution of estate assets. The instructor will also discuss the roles, responsibilities, and liabilities of the person appointed as the Executor/Personal Representative. Class will be filled with real-life examples and solutions to the multitude of issues involving a typical (or not typical) Minnesota Probate Estate.

Medicare can feel very complicated and confusing. Medicare does not cover all medical costs. This class helps participants understand Medicare Parts A, B, C, & D, and cover how a Medicare Supplement Plan or Part C (Advantage Plan and/or Medicare Savings Account) can help. There will be time at the end to answer individual questions. This class is educational only.

Medicare does not cover all medical costs and can feel complicated and confusing. This class will help you understand Medicare Parts A, B, C, & D, and cover how a Medicare Supplement Plan or Part C (Advantage Plan and/or Medicare Savings Account) can help. There will be time at the end to answer individual questions. This class is educational only.

The Social Security decisions spouses make in their 60’s will determine the amount of total income they will receive over their lifetime; including the lifetime of the spouse who lives the longest. This class will cover some little-known rules that can help married couples get more out of Social Security.

Social Security is one of the few income sources that keeps up with inflation and lasts for a lifetime. Learn some little-known rules to help get the most from your Social Security benefits. This class is for women and for the men who have women in their lives.

It is critical to have a solid understanding of the tax-status of investments to make informed decisions and avoid paying more than is required. Learn how future tax changes may create the potential for higher taxes, ways to create tax-free retirement income, how Social Security is taxed, and how to work efficiently within current tax brackets.

Learn about estates and wills as well as prepare a legal will in class. Class will have a professionally prepared form, have access to witnesses, and a notary public. Participants will receive an email prior to class to review information. The will form is designed for individual use; couples cannot share this form (each person must register individually). This class is appropriate for participants who have an estate of less than $2,000,000, including life insurance, and do not own a business. Please bring a valid ID to the notarization.