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  • 10 Secrets & Tips for Successfully Buying or selling a Home or Investment Property

    10 Secrets & Tips for Successfully Buying or selling a Home or Investment Property Learn how to be more successful when acquiring or selling real estate by understanding the purchase agreement, strategies for getting your offer accepted in multiple offers, and different ways to cover closing costs and mortgage insurance. We explore Twin Cities housing market data, an overview of loan programs- including a loan for escrowing improvements, appraisal issues affecting a home sale, and small things to improve your chances of selling your property. Making updates such as paint, carpet, light fixtures, and decluttering. An opportunity for a no obligation price evaluation of your home by the instructor is included with class tuition. Instructor: John Mazzara
  • Buying New Construction

    Buying New Construction Thinking about moving and considering new construction a housing option because you want an open floor plan and larger closets? Explore what is available, where to find it, and what to expect in new construction include timelines, hidden costs, risks, and the coordination selling your existing home or giving appropriate notice on your lease. You will find that there are differences when selecting a smaller builder verses a national builder. Instructor: John Mazzara
  • Downsizing in the Current Housing Market

    Downsizing in the Current Housing Market Have you been thinking that now might be the time to downsize but aren’t sure where to start, how to do it, or what your options are? Bonus-all attendees receive the Downsizing Made Easy guide PDF-A $24.95 value. Access to preferred service providers and discount coupons provided to all attendees as well as a no cost home evaluation for those who want to know the value of their home and recommended suggestions to make it more salable. Instructor: John Mazzara
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    Five Common Mistakes That Can Ruin Your Hard-Earned Retirement

    Join our expert presenters with over 50 years of experience helping Minnesotans plan for a secure retirement. Discover critical milestones and often overlooked areas that can make or break your retirement, whether you're in your 40s, 50s, or 60s. Gain insights, real-life examples, and answers to your questions in a relaxed and informative learning session Instructor Steve Ledin
  • Financial Freedom the Good Life Words on Calculator (flickr) (CC BY 2.0)

    How To Retire From the Attorneys Perspective

    How To Retire From the Attorneys Perspective You work your whole career with the goal of someday retiring. This seminar covers the crucial years leading up to your retirement date, the active years of your retirement, and the winding down of your retirement years. Subjects will include: (i) Estate planning while working, during retirement and at the end of life, (ii) When to take your Social Security, (iii) Key financial products and services available in the market (Medicaid complaint annuities, Long Term Care Insurance, Life Insurance Long Term Care Riders), (iv) What to look for in a professional (Financial Advisor, CFP, RIA, Fiduciary)?, and (v) the final plans before the end – what can be too little too late? Please bring your questions, this class is an interactive forum. Instructor: Steve Ledin
  • How to Win with Investment Properties

    How to Win with Investment Properties Ever considered becoming a landlord or investing in real estate but needed more information? Learn about opportunities in today’s Twin Cities marketplace, how to analyze a property, tax considerations, and things to put in a lease. We review all aspects of becoming a landlord from buying, selling, and renting. Instructor: John Mazzara
  • Introduction to Senior Housing

    Introduction to Senior Housing Explore alternatives to single family living-from condo & townhomes, cooperatives, subsidized apartments, market rate independent rentals, and housing complexes that offer a continuum of care ranging from independent living to assisted living. Come with your questions to decide what will work best for you and what are your next steps? Instructor: John Mazzara
  • Let's Probate an Actual Minnesota Estate

    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. Gain the knowledge about the responsibilities and liabilities of the person appointed as the Executor/Personal Representative. There will be time for Q&A. Instructor: Steve Ledin, Ledin Law PLLC
  • Medicare Basics

    Medicare is very complicated and confusing for most people. This class is educational only. It will help you understand Medicare Parts A,B,& D. Medicare does not cover all medical costs, so you will learn how a Medicare Supplement Plan and Part C can help! There will be time at the end to answer individual questions. Due to a significant contribution we are able to offer this class for free. Registration is still required to attend. Instructor Jordan Draper
  • Moving Mom & Dad

    Moving Mom & Dad 5 Common Mistakes Children of Aging Parents Make and How to Avoid Them! Many baby boomers today are facing the tough decision of finding appropriate housing options for their parents. Moving mom and dad is often a challenge, especially when mom and dad are reluctant to address the issue. In this class we will discuss and give an overview of the housing market in general for those considering buying or selling a home. We also provide a guide called Moving Mom & Dad, a $24.95 value. The guide covers the five common mistakes Children of aging parents make and how to avoid them. The guide also includes the following topics: • Conversation’s starters for discussing late-life housing choices with aging parents, • Solutions for remodeling homes designed for aging-in-place, • Descriptions of common senior living options and 55+ communities, • Key questions to ask when researching assisted living and long-term care communities, • Tips and criteria for hiring key service providers, Frequently Asked Questions and much more. Access to preferred service providers and discount coupons provided to all attendees as well as a no cost home evaluation for those who want to know the value of their home and recommended suggestions to make it more salable. Instructor: John Mazzara
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    Preventing Elder Financial Abuse

    Preventing Elder Financial Abuse Elder financial abuse, also known as financial exploitation, is the illegal or unauthorized use of an older adult’s funds or resources for the benefit of someone other than the older adult. This includes fraud, theft, and act of deception to gain control over a senior’s money or property. You will learn about common types of financial abuse, indicators, and signs, how to report and get help. This class is for older adults and their families.Instructor: Vaughn Kavlie
  • Questions and Answers with a MN Will and Trust Planning Attorney

    This is a relaxed and friendly open-forum seminar for participants with a seasoned Will & Trust attorney. Questions like: Should I avoid Probate? Is a Will good enough? Do I need a Trust? How does my plan deal with the nursing home? How do we gift the assets of husband and wife? What about separate assets not of the marriage? If I am alone, what tools protect me best? How do I decide who should serve in my estate plan? What is the death tax? How do I avoid leaving a mess for my children? Which Trust is best for my needs? Can I use a Transfer-On-Death Deed? How do my retirement assets operate in my Will or Trust? All questions will be answered!
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    Retirement Planning Today

    This 5-hour retirement planning course consists of two sessions and covers eight key lessons: 1. Retirement planning process, 2. Retirement needs & expenses, 3. Roadblocks & mistakes, 4. Income sources, including social security, 5. Tax-efficient retirement distributions, 6. Investments, 7. Insurance & annuities, and 8. Estate planning. Gain valuable tools for informed financial decisions, with a complimentary book included for your reference. Instructor: Mark Josephs
  • CafeCredit.com (flickr) (CC BY 2.0)

    Senior Housing Should I Stay or Should I Go

    We will be discussing lifestyle options for senior living. Should I stay and age in place - making home modifications to reduce safety risks OR should I go – moving to a home option that may be handicapped accessible, single level living? We will take an assessment and give you the tools to make educated decisions. Instructor: Vaughn Kavlie
  • Kostenlose Bilder mit KI (flickr) (CC BY 2.0)

    So Your Thinking About Leaving MN, An Attorneys Perspective On How To Do It (On-Line)

    So Your Thinking About Leaving MN, An Attorneys Perspective On How To Do It (On-Line) A vital part of every retirement or resettlement discussion involves the roadmap of issues that help us decide where we want to call home! Is it Taxes, the Political Landscape, the Weather, the location of Family assets, Debt or Income concerns in Retirement, Cost of Living, Health Concerns or . . . our Friends are already there! When should we start this discussion? Did you know many States do not tax Social Security, Pensions or other Qualified Retirement Income sources? Which are the worst states for Estate Taxes? How do we establish Domicile? How about quality of medical resources and retirement facilities – who is good, who is not-so-good? All these issues will be raised and discussed in an open and friendly manner with questions encouraged. Instructor: Steve Ledin
  • Why You Can't Always Trust Your Trust

    The trust is a very popular component and tool to be used in our Estate Planning. However, there is a variety of vastly different Trust options to be used and the question arises: Am I using the right Trust for my needs and goals? Often used Trusts include: Living Trusts, Testamentary Trusts and Irrevocable Trusts, each serves a different purpose, each has a different result. One common problem that often needs addressing is the over-utilization of the Living Trust for goals or problems that it does not resolve. For example, “Does my Living Trust protect my assets against Medicaid and the nursing home?” The answer is probably not. The Irrevocable Trust and the Testamentary Trust each have their strengths and weaknesses as well. We will clearly define the strengths and weaknesses of these different types of Trusts and when to use them. Explore your goals and wishes to see where they fall in the realm of Trusts. Class encourages questions and we hope to provide answers that will set your mind at ease or assist you in the decision making in this area.
  • Writing Your Own Will - South St. Paul

    Having a will is important for married couples, singles and divorced people. If you are without a will, the laws of Minnesota and a judge will make all the decisions regarding your estate. You can avoid that. Prior to class, information will be sent to you for review. During class, learn the background on estates and wills, then finish by preparing a legal will with instructions during class on a professionally prepared form. The will is then notarized with a witness at class. This class is appropriate for people who have an estate of less than $2,000,000, including life insurance, and do not own a business. Each participant must register separately, couples cannot legally share the form. Bring an appropriate ID for notary and a pen to class.
  • Writing Your Own Will - South St. Paul

    Having a will is important for married couples, singles and divorced people. If you are without a will, the laws of Minnesota and a judge will make all the decisions regarding your estate. You can avoid that. Prior to class, information will be sent to you for review. During class, learn the background on estates and wills, then finish by preparing a legal will with instructions during class on a professionally prepared form. The will is then notarized with a witness at class. This class is appropriate for people who have an estate of less than $2,000,000, including life insurance, and do not own a business. Each participant must register separately, couples cannot legally share the form. Bring an appropriate ID for notary and a pen to class.