The Key to a Comfortable Retirement

How much will you need? In this hands-on workshop, participants will learn how to calculate the amount of money they need to retire comfortably, based on their unique lifestyle and financial situation. Many people struggle to answer this fundamental question, but in this course, you’ll be guided step-by-step through the process of determining your retirement "number." You’ll leave with a clear understanding of your current financial position and what’s required to bridge the gap between where you are and where you want to be. Through engaging exercises, you’ll take stock of your income, expenses, and savings, and develop a personalized plan for reaching your retirement goals. By the end of the class, participants will feel empowered and motivated to take actionable steps towards securing their financial future. Please bring a notebook/pen and a calculator.

Anthony Corsino, owner of Zen Financial Planning, LLC in Andover, MA, holds a BS from Bentley, a Certificate in Financial Planning from Boston University, and holds other designations and certificates from The American College of Financial Services, The College for Financial Planning, and Villanova. He teaches financial planners nationwide in multiple university programs and serves as a subject matter expert at Boston University, Regis College, and through Greene Consulting, which partners with several universities including UNH and James Madison.

You work hard for your money. Is your money working for you? Do you have faith in your present investment plan? Join us to learn how to manage risk, use compound interest to your advantage, and invest wisely to achieve your objectives.

Sarah Blondin discovered her love of assisting others through training in the financial services sector. Her main priorities are developing relationships with individuals and helping them understand how money works and how to make it work best for them.

The entire process of purchasing a home is covered in this ME hoMEworks course, including making the decision, setting a budget for homeownership, improving credit, getting a mortgage approval, working with a realtor, inspections, insurance, the closing process, energy efficiency and avoiding predatory lenders. Learn about closing cost and down payment assistance programs available for first-time homebuyers, veterans, and others. Attendees will earn a Certificate of Completion required by USDA, ME State Housing Authority, and other mortgage lenders. Free individualized counseling is offered after the class. Please have pen and paper available. Registration closes at noon on 2/5. You must reply to the email that will be sent to you from YCCAC to complete registration and receive the Zoom link. Register the person you are buying your house with at the same time you do and receive a $10 refund.

Lee Sullivan is the Homebuyer Education Coordinator at York County Community Action Corp. In addition to experiencing the homebuying process multiple times, she is Certified by hoMEworks, HUD and the USDA RD Direct mortgage program.

Do you wish you had a better understanding regarding your social security and Medicare benefits? Do you want to make sure you're getting the most out of your benefits? Join us to learn how!

Sarah Blondin discovered her love of assisting others through training in the financial services sector. Her main priorities are developing relationships with individuals and helping them understand how money works and how to make it work best for them.

Brianna Henward is a graduate of Cornell University for Business and a local health insurance and medicare advisor, a new mom and caretaker for her adult, special needs sister.

What Folks Near, At, or In Retirement Need To know

Retirement doesn’t mean escaping taxes—in fact, it’s one of the top challenges you’ll face as you plan for the future and understanding them is essential to preserving your income throughout your retirement. In this workshop, we will uncover critical tax issues that can erode your retirement savings and discuss practical strategies to protect your wealth. Understanding how taxes will impact your income is essential to preserving your money throughout your retirement. You'll learn about Required Minimum Distributions (RMDs); how to calculate them and how they impact your taxes. Also, how Social Security, pensions, dividends, and interest affect your taxes. We'll even cover strategies such as Roth IRA conversions, tax loss harvesting, and how a step-up in tax basis and Qualified Charitable Distributions (QCDs) can work to your advantage. By the end, you'll have knowledge and actionable strategies to consider that may help preserve your assets, maximize tax efficiency, and make your retirement dollars last. Please bring a notebook/pen and a calculator.

Anthony Corsino, owner of Zen Financial Planning, LLC in Andover, MA, holds a BS from Bentley, a Certificate in Financial Planning from Boston University, and holds other designations and certificates from The American College of Financial Services, The College for Financial Planning, and Villanova. He teaches financial planners nationwide in multiple university programs and serves as a subject matter expert at Boston University, Regis College, and through Greene Consulting, which partners with several universities including UNH and James Madison.

Nearing or entering retirement? Learn the power of a customized strategy to make the most of your benefits and assets, identify considerable risks, and plan for a comfortable, financially-secure retirement.

Sarah Blondin discovered her love of assisting others through training in the financial services sector. Her main priorities are developing relationships with individuals and helping them understand how money works and how to make it work best for them.

Are you a veteran or family member of a vet? Need help with health care, real estate, estate planning, or any of the many other aspects of life that veteran families face? Explore the benefits available to veterans and their families, including Aid & Attendance, Pension, and Disability, Dependency & Indemnity (DIC). Elly's interest in veterans' affairs lies very close to home; her father served in the US Navy for 20 years, and her brother is on active duty in the Navy. She is excited to be working with veterans and assisting with their estate planning and legal needs.

Eleanor Dominguez, Esq., has worked at Ainsworth, Thelin, & Raftice, PA since 2014, focusing on elder law, estate planning, and estate administration. In addition, she is accredited in preparing, presenting, and prosecuting claims for veterans’ benefits before the Department of Veterans Affairs.