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Finding a Great College & Paying for ItMoney MattersYour student is getting ready to go to college. You saved your money, but what if it isn’t enough to pay even the first year’s expenses? You need to be a smart shopper! Learn where your student will fit in best, academically, socially, and financially. Learn how to determine which schools will offer your student the largest scholarships without regard to your household income or assets. Also learn how to apply for grants and how FAFSA works. Get an education, not an unmanageable debt.Winter/Spring 2025
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First Time Home Buying: What to Know!Money MattersHome buying can be a stressful experience with a lot of new information. This course will equip you with the skills and knowledge needed to successfully purchase your first home. Learn about realty planning, mortgages, real estate searches, home inspections and more. The more you can learn ahead of time, the better your opportunity for success. Register as an individual or couple.Winter/Spring 2025
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First Time Home Buying: What to Know!Money MattersHome buying can be a stressful experience with a lot of new information. This course will equip you with the skills and knowledge needed to successfully purchase your first home. Learn about realty planning, mortgages, real estate searches, home inspections and more. The more you can learn ahead of time, the better your opportunity for success. Register as an individual or couple.Summer 2025
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Health Care Directive & Power of AttorneyMoney MattersProcrastinate no more! No matter what your age, give your loved ones an important gift by creating two legal documents - a Health Care Directive and a Power of Attorney. A Health Care Directive (akin to the old "Living Will") is a legal document that communicates your healthcare wishes and allows you to name someone to make health care decisions for you when you cannot speak for yourself. A Power of Attorney allows you to choose someone to handle your finances and property and is effective immediately upon signing. In this class, you will prepare both of these documents so you won't end up without these important legal plans in place. Leave class with two notarized documents and give yourself and your loved ones peace of mind.Winter/Spring 2025
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How to Win with Investment PropertiesMoney MattersEver 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 items to put in a lease. Review all aspects of becoming a landlord, from buying, selling, and renting.Winter/Spring 2025
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How to Win with Investment PropertiesMoney MattersEver 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 items to put in a lease. Review all aspects of becoming a landlord, from buying, selling and renting.Summer 2025
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IRA Planning: Tax-Saving Strategies to Get More Out of Your IRAMoney MattersThe decisions you make today can have an impact on your overall retirement plan. Learn the ins and outs of IRA planning including how to avoid common mistakes. Topics Include: 7 strategies for IRA Planning 6 rollover options for your retirement plan funds SECURE Act changes to IRA planning The difference between indirect and direct rollovers How to coordinate your IRA planning with your overall retirement, estate, tax, and Social Security 3 different options for spousal IRA beneficiariesWinter/Spring 2025
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Life, Disability, & Long-Term Care Insurance: Make the Right ChoicesMoney MattersAre you curious about the various types of insurance, how they differ, and options and strategies for personal and business applications? Learn how these three types of insurance can benefit yourself and others, especially with living benefit riders.Winter/Spring 2025