Adult Ed Offers Financial Seminars & Food for Thought

The spring semester of Huntington UFSD’s Adult Continuing Education program is set to get underway this week. There are dozens of classes to choose from, including three one-night financial workshops that are priced at $10 per resident. The sessions will meet at Huntington High School in Room 110.

Savvy Tax Planning in Retirement: Strategies to Help You Play the Least Amount of Taxes (March 14); Understanding the Medicare Landscape (March 18); and Social Security Planning: What Everyone Needs to Know - Especially Boomers (March 21). There’s still time to register for one or more of the sessions.

The following are workshop overviews:

Savvy Tax Planning in Retirement

Strategies to Help You Pay the Least Amount of Taxes

Evan Levy, CFP

Room 110 from 7:00-8:30 p.m.

Fee: $10 per person - $15 per couple

Seminar Date: March 14

This workshop will cover 4 clear-cut strategies to lower your tax bill:

● How Roth conversions can reduce your taxes and one big mistake to avoid!

● How improving the “location allocation” in your investment portfolio can save you thousands in unnecessary taxes!

● How to minimize taxes on your “RMDs” (required minimum distributions) from your IRA’s.

● How to lower taxes on Social Security and best time to file for benefits.

In addition, every attendee will receive a free Tax Savings Analysis to help identify opportunities to reduce your taxes! If you are retired or thinking about retirement and are interested in paying the least amount of taxes, this workshop is for you!

Understanding the Medicare Landscape

Gwen Busterna

Room 110 from 6:30-7:30 p.m.

Fee: $10 Resident; $15 Non-Resident

Seminar Date: March 18

Would you like to understand Medicare better in a relaxed and friendly environment? We invite you to come join us, and find out about the difference between Original Medicare, Supplements, Medicare Advantage Plans and Prescription Drug coverage. We’ll share some money saving tips to help you reduce prescription drug costs, health care expenses, and gain access to more healthcare providers and facilities.

Learn about the insulin copays being capped. New changes to the Donut Hole/Coverage Gap for 2024. Free Vaccines. New plan choices for Long Island along with broader options for those who receive Extra Help and/or Medicaid. Be confident that you are getting all you are entitled to from your Medicare plan.

Social Security Planning

What Everyone Needs To Know (especially boomers)

Evan Levy, CFP

Room 110 from 7:00-8:30

Fee: $10 per person; $15 per couple

Seminar Date: March 21

After being told for years that Social Security is “going broke,” baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative workshop not only covers the basics but also reveals little known strategies for maximizing your benefits.

You will learn the five factors to consider in deciding when to apply for benefits; when it makes sense to delay benefits; how to integrate benefits with other retirement income sources; and how to coordinate benefits with your spouse to maximize the total drawdown from Social Security.

Each attendee will receive a free copy of “The Baby Boomer’s Guide To Social Security,” which summarizes key retirement benefit provisions.

Online registration and payment is available now by logging onto https://bit.ly/476miH7. Once you’re on the class listings page, you can use filters to narrow the course display to specific days of the week.

Click on View Details for any class and additional information will be displayed along with an opportunity to register. Once registration information has been entered and is complete you can choose to Buy Now or Add to Basket and return to the class offerings page and select one or more additional courses. You also have an option of creating a My School Bucks account to checkout or you can just checkout as a guest.

The adult continuing education program is self-sustaining. It is conducted primarily for adults in the community, but is open to those as young as 16 years of age wherever space exists, with the exception of basketball and where otherwise indicated.

To view the spring semester’s course bulletin, log onto the district website at www.hufsd.edu. Go to Main Navigation on the top left and then to School Community; click on Adult Education. Scroll down to Adult Education Important Documents. Select Spring Programs. The brochure is posted there and is available for download on demand.