Lakeville Area Community Education

You are invited to a financial education event with Wells Fargo. Learn the basics of creating a personal budget and building your savings! Leave inspired to reach your financial goals.

Do you know what to expect when transitioning from high school to college? Designed for you and your student! This class will begin your journey of college planning. Discover why published costs may not be as important as you think. Get a grip on what FAFSA is and why it is important. Learn the cost of attendance, out of pocket, expected family contribution, need-met and gift-aid ratios. Get the inside track on how to apply and how to improve your odds of graduating in four years.Instructor Scot Kretzschmar works for Thrivent Financial and is part of the Thrivent Scholars Advisor Network.  

Even adults need help sometimes! This class is designed for adults who may already have limited financial experience and are ready to learn more! Dive deeper into options for checking & savings, potential fees on accounts, keeping track of your banking, credit union VS bank, building & establishing credit, how poor choices of handling own credit can have long lasting ramifications, latest in identity theft. 

This class is designed especially for Teens who are new to the banking world. Begin to learn about checking & savings, how to write a check, potential fees on accounts, how to keep track of your banking, credit union VS bank, building & establishing credit, how poor choices of handling own credit can have long lasting ramifications, latest in identity theft. 

This is a comprehensive class on retirement planning with emphasis on creating a financial plan for retirement. In class you will focus on: goal setting, income projections, tax strategies, medical expenses and estate planning. You will receive a course book to take home.

Are you in the dark when it comes to credit? Let us help provide the light! Wells Fargo will be hosting this workshop that will cover: credit basics, establishing your credit, improving your credit, managing your debt and exploring your credit choices. 

Medicare; the second most important decision Americans need to make as they prepare for their retirement years. Unfortunately it is also the most misunderstood, second only to Social Security. In this class, participants will learn everything they need to know to make an informed decision on what does Medicare cover, what does it not. What types of plans help augment regular Medicare Benefits and Prescription Drug Plans. Making the wrong choices can lead to thousands of dollars of unexpected expenses during a critical time in retirement. Often times, adult children attend to be educated on Medicare to help provide oversight for their aging parents.

This course blends financial education with life planning to help students build wealth, align their money with their values and achieve their retirement lifestyle goals. Learn how to manage investment risks, use new tax laws to your advantage, understand your company retirement plan and adjust your estate plan under the new laws. Class fee includes a 224 page illustrated text book. Instructor Terri Collymore is an independent Financial Advisor and Investment Advisor Representative.

We will review the most common mistakes individuals and families make when creating wills, trusts, and other estate planning documents. We will also review how to avoid probate, taxes, and government interference with your planning.

For many people, Social Security will be their only asset in retirement. Taking a benefit is not as black and white as it would seem. You will learn about the history, health and strategies of Social Security and how to maximize your Social Security benefits.