Twitter   Blogger   Tumblr   Pinterest  
   BEVERLY RECREATION
   Programs     |     Winter/Spring Brochure     |     Online Classes     |     Lynch Park     |     Beaches & Parks     |     Weddings     |     Carriage House     |     Contact Us     |     Forms
Money
FREE CLASS! FINANCIAL PLANNING FOR THE AVERAGE HOUSEHOLD

Date Time Place Price
Wednesday, May 3 7:00-9:00PM Beverly Senior Center FREE!

Instructor: Larry Albert, Capital Management Partners, LLC. If your New Year's resolution is to get a handle on your family's overall financial picture, this course is for you! Learn about setting financial goals, budgeting, saving/investing, insurance, appropriate use of debt, and estate planning basics.

REGISTER NOW
WHAT ARE YOUR LIFESTYLE OPTIONS AS YOU AGE? FINANCIAL AND EMOTIONAL ISSUES YOU MAY FACE WITH YOUR FAMILY, FINANCES & HEALTHCARE

Date Time Place Price
Wednesday, March 22 7:00-8:30PM Beverly Senior Center $12/Person or $24/Couple

Instructor: Robyn Samuels, Alliance Financial Services. Discuss options available should you or a loved one need assistance at home, assisted living, or a skilled nursing facility. Learn strategies to meet your family's long term needs. Includes Attorney Eric Zucker discussing The Basics of Estate Planning.

REGISTER NOW
INTRODUCTION TO MEDIATION

Date Time Place Price
Monday, May 8 7:00-9:00PM Beverly Senior Center $38

Instructor: David Feldman. This one session introduces the basic approaches and techniques of mediation and negotiation for use in daily life. In addition, get an overview of the mediation field and requirements to become a qualified mediator in Massachusetts. Bring your questions and interests.

REGISTER NOW
FREE CLASS! ROADMAP TO A SECURE RETIREMENT INCOME: WHAT YOU SHOULD BE DOING IF YOU ARE WITHIN 10 YEARS OF RETIREMENT

Date Time Place Price
Monday, April 10 7:00-9:00PM Beverly Senior Center FREE!

Instructor: Larry Albert, Capital Management Partners. Answer the question, "Meeting my lifetime income needs—will I make it?" Learn to reduce retirement income risk and preserve investment assets, minimize taxes while maximizing social security, fix financial blind spots, and written financial plans.

REGISTER NOW
FREE CLASS! SAVVY SOCIAL SECURITY PLANNING

Date Time Place Price
Monday, February 27 7:00-9:00PM Beverly Senior Center FREE!

Instructor: Larry Albert, Capital Management Partners. Learn strategies that will maximize Social Security benefits for you and your spouse. Learn when to apply, when it makes sense to delay benefits and when it doesn't, coordinating with your spouse, Medicare basics and which plan to choose.

REGISTER NOW
SPECIAL NEEDS PLANNING: COORDINATING YOUR FINANCIAL & ESTATE PLAN

Date Time Place Price
Wednesday, March 1 7:00-8:30PM Beverly Senior Center $28

Instructor, Caleb Harty, works with special needs lawyers, accountants, and other professionals to provide informational seminars that cover imperative information for special needs family planning. Learn maximizing government benefits, funding special needs trust, ABLE Act and more.

REGISTER NOW
STRATEGIES TO MAXIMIZE & PROTECT YOUR ESTATE

Date Time Place Price
Wednesday, March 29-April 12 7:00-8:30PM Beverly Senior Center $55/Person or
$70/Couple

Instructor: Stephen T. DiGregorio. After attending all three sessions, you will understand the legal and financial tools available to avoid probate, minimize taxes, plan for nursing home expenses, and reduce family stress. Guest speaker Christopher Hayes of Living Legacy Financial. Bring pen and paper.

REGISTER NOW
YOU CAN AFFORD COLLEGE IF…

Date Time Place Price
Monday, March 20 6:30-8:30PM Beverly Senior Center $15/Person or
$25/Couple

You PLAN in advance, you UNDERSTAND the financial aid process, you ACT early enough! Instructor: Don Anderson, College Funding Advisors. A free financial aid analysis will be available to all attendees. For more information, please visit their website at: www.collegefundingadvisors.com.

REGISTER NOW
 

 

 

 

 

 

 

 

 

 

 

 

 

 

Money Program List

FINANCIAL PLANNING

LIFESTYLE OPTIONS AS YOU AGE

INTRO TO MEDIATION

SECURE RETIRMENT INCOME

SAVVY SOCIAL SECURITY PLANNING

SPECIAL NEEDS PLANNING

STRATEGIES TO MAXIMIZE YOUR ESTATE

YOU CAN AFFORD COLLEGE

HomeProgramsOnline ClassesLynch ParkBeaches & ParksWeddingsCarriage HouseAbout UsContact UsFormsSite Map