“Index Funds & Classic Concepts of Investing” and “Achieving a Financially Secure Future” at Holyoke and Ware locations

HOLYOKE / WARE—Jeffery Still, a registered investment advisor and licensed fiduciary based in Hadley, will teach two classes this fall at Holyoke Community College with sessions for each topic offered both on the Holyoke campus and at the Ware location.

“Index Funds & Classic Concepts of Investing” will be offered on the Ware campus Mondays, Sept. 24 and Oct. 1 from 6 to 8:30 p.m. and on the Holyoke campus Mondays, Nov. 19 and 26, also from 6 to 8:30 p.m.

This course will look at strategies for managing stock market volatility and expand participants’ knowledge of index funds and comprehensive investment strategies. In addition to discussing how to manage the volatile market, Still will discuss concepts of investing, investment fundamentals, implementation, and guarantees.

Still will also offer “Achieving a Financially Secure Future” on Mondays, Oct. 15 and 22 from 6 to 8:30 p.m. on the Ware campus and Mondays, Dec. 3 and 10 at the same time on the Holyoke campus.

Participants will learn how to build a strong financial foundation and create and set goals for retirement using time-tested principals of sound investing—whether or not they have started planning for the future. Still will discuss risks and options to mitigate them, what impact taxes can have on retirement savings, and what makes a tax-efficient strategy.

The cost is $49 per class.

To register for one of Still’s courses, visit https://www.hcc.edu/courses-and-programs/personal-enrichment.

Still is a registered investment advisor, offering services through Eagle Strategies LLC of Hadley. He is also a registered representative offering securities through NYLIFE Securities LLC.

A financial planner, Still operates in the capacity of a fiduciary. He has built a successful practice in Western Massachusetts that focuses on working with individuals and small business owners. For individuals, he offers investment planning, retirement planning, estate planning and life insurance. Services for small businesses include succession planning, key person insurance and buy-sell agreements.

Since 2013, Still has been a member of New York Life’s Executive Council, members of which are among the most successful of its 12,000 licensed agents. He belongs to the Northampton Chamber of Commerce. Still is a longtime resident of the region and currently lives in Granby.

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HOLYOKE/WARE—Attorney Karen G. Jackson of Jackson Law, an elder law and estate planning firm, will teach a series of classes highlighting the latest developments in elder law and estate planning at Holyoke Community College in Holyoke and at its newly established Ware campus.

The six-hour course, called Elder Law and Estate Planning: What You Need to Know, will be presented in Holyoke in three, two-hour sessions, on Mondays, May 15, May 22 and June 5 from 6 to 8 p.m.

In Ware, two, three-hour sessions will be offered on Mondays, May 1 and May 8 from 6 to 9 p.m.

On both campuses, Jackson will present comprehensive subject matter on what she calls “The Core Estate Plan,” in which she will explain core documents and provide stories and examples. She will also discuss “The Probate Process Start to Finish” and “Medicare, Community Care Programs, and MassHealth Planning.”

“The course will explain the basic building blocks of an estate plan and a plan for home and nursing home care,” Jackson said. “From that foundation, we will also consider the various specialized trust documents that support this planning.  I will clarify the probate process and what it means to ‘probate a will.’ And, finally, we will explore current MassHealth issues that are affecting seniors.”

In Holyoke, the material will be presented in these three sessions:

• In the first session, Jackson will explain each document in the core estate plan.  She will discuss the problems that can occur when proper documents are not prepared before a loss of mental capacity or physical health or before sudden loss of life.  She will also provide an overview of the different types of trusts that can be considered in estate planning, including supplemental needs trusts, revocable trusts and irrevocable trusts.
• The second session will address the probate court process.  Jackson will discuss the different types of probate, explain how to determine which assets must go through probate after a death, and what can be done in your planning now.
• In the third and final session, Jackson will introduce the various Medicaid programs that provide community and long-term skilled nursing care in Massachusetts and the financial assistance associated with each.  She will also address hot topics in Medicare law, supplemental needs trusts, and new developments in significant elder law issues.

In Ware, Jackson will cover both the probate and Medicaid material in the second and final session.

While participants may attend only one session of their choosing for either course, they must still pay the full course cost of $85.

Holyoke Community College’s main campus in Holyoke is at 303 Homestead Ave; the Ware Center is located at 79 Main St.

To register, call Holyoke Community College at (413) 552-2500.

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