Financial Well-Being

...Your Lifelong Investment

Money doesn't buy happiness. But understanding, managing, and communicating about finances can improve the quality of your life and relationships. These seminars will help you take charge of your budget, financial short-term and long-range planning, as well as estate and retirement planning.

Buying Your First Home: What You Need to Know

Wednesday, September 26, 2018 - 12:00pm to 1:30pm

Building: 46-3189 (Brain & Cognitive Sciences)

Presenter: Linda Jason, J.D., M.Ed.; Real Estate Lawyer and Educator

Whether you’re considering a house or a condo, buying your first home can be an intimidating process. This seminar will give you all the information you need to feel confident and secure as you make this exciting life decision. Learn how to examine and compare properties, and what questions to ask. Find out about budgeting, dealing with brokers, making the offer, negotiating purchase agreements, estimating ownership costs, arranging for financing, and passing papers.

Estate Planning Basics

Wednesday, October 10, 2018 - 12:00pm to 1:30pm

Building: 46-3189 (Brain & Cognitive Sciences)

Presenter: Patricia C. D’Agostino J.D.; Partner, Margolis & Bloom, LLP 

This seminar will provide an overview of the essential estate-planning documents that everyone should have. It will include a discussion of:

  • Appointing trusted individuals to make your medical and financial decisions if you are unable 
  • How and why to avoid probate court, which involves delays in decisions and financial distributions 
  • How to minimize Massachusetts and federal estate taxes
  • Tips for protecting assets for future generations and disabled beneficiaries

Patricia will also discuss the eligibility rules for Massachusetts’ Medicaid coverage of long-term care and some steps you can take to preserve your assets in the event you, or your family members, do require Massachusetts’ Medicaid coverage in the future.

Paying For College: Knowing The Options

Wednesday, November 14, 2018 - 12:00pm to 1:30pm

Building: 46-3189 (Brain & Cognitive Sciences)

Presenter: Jeanne Mahan, M.A.; Senior Manager, College Finance, College Coach

While students are working diligently to get into college, parents are facing the daunting question of how much college will cost. This workshop provides a comprehensive overview of the various resources and strategies families use to cover college expenses. Families will learn:

  • Where financial assistance comes from and how to maximize eligibility
  • How aid eligibility is determined and tricky caveats hidden in the fine print
  • The most effective way to appeal the initial financial aid award or negotiate for more funds
  • Effective strategies to employ when spending assets on college
  • Key considerations when selecting the right education loan

Student Loan Repayment Strategies

Wednesday, December 5, 2018 - 12:00pm to 1:30pm

Building: 46-3189 (Brain & Cognitive Sciences)

Presenter: Jeanne Mahan M.A.; Senior Manager, College Finance, College Coach

Student loan debt has an overwhelming impact on the lives of graduates and parents alike. This workshop will examine ways in which graduates and parents can manage education debt and guide borrowers’ successful transition from college to repayment. Attendees will learn:

  • How to identify repayment responsibilities for each loan
  • Methods for reducing monthly payments
  • Strategies for identifying cash flow that can be used to prepay education debt
  • Ways to avoid becoming delinquent and defaulting on education debt, even during times of personal economic hardship
  • The best resources for managing and maintaining a repayment strategy