Arlington Community Education

Vacation homes often hold a family’s most cherished memories, but transferring them to the next generation can be tricky and may lead to conflict. Adding children as co-owners during your lifetime can result in unexpected tax consequences and expose the property to their creditors. This class will cover planning strategies for a smooth transition, including selecting owners, dividing usage time, making decisions about repairs and upkeep, and exploring options to fund future costs. Bring your toughest questions to get expert guidance on preserving your vacation home for generations to come.

Please note: This class will take place at the Gibbs School. The investment landscape has changed significantly in recent years, and many near retirement need to understand how to prepare for the future with less risk and volatility. We will explore strategies for developing a hierarchy of spending and investing, aiming for better outcomes regardless of market performance. Learn how to manage your 401(k), 403(b), and pension as retirement approaches, and what to consider with target funds. Discover why investment strategies must change in retirement, when a Roth IRA makes sense, the truth behind annuities, common financial pitfalls, and alternatives to protect your nest egg from long-term care costs. While this class is essential for those nearing retirement, applying these strategies sooner can improve both retirement outcomes and overall financial health.

This one-evening class, led by a state-certified Medicare benefits counseling professional, is designed for those who are either new to Medicare, planning for retirement, or caregiving for elders who need insurance information. Learn how the four parts of Medicare work together to provide comprehensive health insurance coverage; where, when, and how to enroll in Medicare Part A and B; how to avoid late enrollment penalties; and find the best supplement plans available using the Medicare Plan Finder tool. Students will receive a SHINE kit with information about Medicare and other health care plan choices/costs available to Massachusetts residents.