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Wells-Ogunquit Adult Community Education

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Personal Finance

in Personal Enrichment

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Safeguarding Retirement Assets


with John Spita

Mar 28, 2017 at 6 pm, runs for 1 week

If you are near retirement or already retired, you want to maximize payouts from pension plans and lump sum accumulations. Learn what types of investments are appropriate for you. Overcome your retirement anxieties: inflation that increases faster than your retirement investments, a diminished lifestyle due to declining investment markets and outliving your retirement income.

INSTRUCTOR: John Spita is president of Coastal Financial Services in Kennebunkport and has taught with us for 18 years.


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Welcome to Medicare


with Bill Tarmey

Apr 5, 2017 at 5:30 pm, runs for 1 week

Will you be eligible for Medicare within the next few months? If so, we recommend that you attend this 2-hour Welcome to Medicare seminar. This presentation will cover the important basics you will need to know as well as options that may be useful as you make your enrollment decisions.

INSTRUCTOR: Bill Tarmey is an experienced, long-time volunteer with Southern Maine Agency on Aging. He will guide you through this comprehensive seminar to help demystify Medicare.


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Wills and Trusts


with Milda Castner

Apr 4, 2017 at 6:30 pm, runs for 1 week

Gain a comprehensive overview of estate planning processes. You will receive information about intestacy, guardian/conservatorship, wills, trusts, estate taxation, durable financial Powers of Attorney, advance health care directives and MaineCare (Medicaid/Nursing Home issues).

INSTRUCTOR: Milda Castner is a partner at Bergen & Parkinson, practicing estate planning, probate administration and real estate.


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