A wide variety of MAPE Financial Education Program classes are scheduled. The classes are hosted by Capital Street Financial Services Inc. Classes are intended to help members make wise financial decisions.
Food will be provided at each of the classes below.
Retirement Basics -- Discusses how you go about establishing a plan for retirement. If your retirement is a destination, your plan is a road map that will get you there. The course will also explain why it is important to start planning now.
Estate Planning Basics -- Covers general estate planning concepts and strategies. While there is no such thing as a “one size fits all” estate plan, this overview provides tools for you to evaluate your own estate planning needs.
Planning for Long Term Care -- Provides an overview of various strategies to protect your assets should you experience a long-term-care event, and discuss how to manage your savings to provide adequate income and cover potential expenses.
Identity Theft -- Discussion on important things to consider as technology continues to play a greater role in our everyday lives, including ways to guard your personal information and protect yourself from the threat of identity theft.
Roth IRA Conversions -- Reviews impact future taxes can have on your savings and retirement income, as introduced in previous courses. Explains process of converting qualified assets to Roth to mitigate future tax rates.