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East Haven Adult Learning Center



Financial Planning and Real Estate

Simplifying Social Security

$10

with David Broder

Calendar Oct 10, 2023 at 6 pm

David Broder of HAS Wealth Management and Insurance solutions, a company which specializes in the needs of seniors and retirees, understands how confusing Social Security is. If you are interested in learning how you might Simplifying Social Security to your needs, join David to understand what your options you have. The aim of the presentation is to help you apply for those options, when might be the best time to apply and how your benefits work when death and/or divorce are involved.

Retirement 101

$10

with Alex Overkamp

Calendar Nov 14, 2023

A classroom offering that teaches you the foundations to a sound retirement. Topics to be discussed include:

  • Income planning
  • Financial concerns
  • Preparing for the unexpected

This class is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. Alex Overkamp of Sentinel Asset Management, LLC is your instructor.

Tuesday, November 14, 2023 - 6:00-8:00 pm

 

Your Life and Your Money in Retirement

$10

with Mark Church

Calendar Nov 14, 2023 at 6 pm, runs for 2 weeks

For those at the moment of retirement – two years away or currently transitioning to or living in retirement. Mark Church will highlight strategies and action steps to make you feel confident in the transition while also understanding the balance between guaranteed and non-guaranteed products you may want to purchase.

Protect What Matters most: Life Insurance made Simple

$13

with Mark Church

Calendar Dec 5, 2023 at 6 pm

Do you truly understand life insurance? Our expert, Mark Church will help you understand the principles of life insurance and how it can protect what truly matters most to you. The class will also help get you on the right path to a more secure future.

 





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