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Gray-New Gloucester Adult & Community Education

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Personal Finance

in Personal Enrichment

Rules of the Road


with Karen Fuller

Calendar Next session starts Sep 11, 2019 at 6 pm

Why are some people more successful investors than others? Luck? Probably not. Do they know a “secret?” Definitely not – because there are no real secrets to investing. But there are rules you can follow to work toward your goals The Rules of the Road presentation introduces the Edward Jones’ 10 Rules of the Road to investing. Participants will learn: The most common investing mistakes and how to avoid them, investing strategies to help reach their longterm goals, what they can do now to prepare for retirement.

Tax Fee Investing: It's Not What You Make, It's What You Keep!


with Karen Fuller

Calendar Next session starts Nov 13, 2019 at 6 pm

There are several strategies to help reduce your tax burden. Choosing tax-advantaged investments is one of them. Taxfree Investing: It’s Not What You Make, It’s What You Keep is designed to help inform individuals of the benefits and considerations of choosing investments that offer tax advantages. Participants will learn: Tax-advantaged investments and their features, Tax-free investment returns vs. taxable investment returns, Three ways to purchase municipal bonds, How tax-free investing can help you achieve your goals faster.

Understanding Medicare


with Robert Harvey

Calendar Next session starts Oct 2, 2019 at 6:30 pm

This presentation will discuss when you are eligible for Medicare benefits, the timeline to enroll for benefits without penalties, what Medicare covers and doesn’t cover, additional plans that are available and work in conjunction with Medicare and finally, briefly discuss the financial assistance options.

What Happens After the Paychecks Stop?


with Karen Fuller

Calendar Next session starts Oct 16, 2019 at 6 pm

Who Will Pay Your Income during Retirement After the Paychecks Stop? If you are nearing or entering retirement and are interested in a strategy designed to help build an income stream and make your retirement income last, join us for What Happens After the Paychecks Stop? A Retirement Income Primer. We’ll explore how to budget for retirement expenses, examine potential sources of retirement income and identify ways to address potential risks such as LTC and health care costs.

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