Other Seminars Offered By Marie
New winter: 2010
How to Protect Your Nest Egg and Plan for the Right Outcome for Your Family Two hour seminar, presented by Elder Law Attorney Mary Howie, deals with HIPPA Authorization, should you have a will or a trust. trusts(irrevocable and revocable) gifting Medicaid Qualifying Trusts, probate, joint tenancy, direct transfers upon death, and much more.
New fall 2009:
Living In Retirement As An Informed Retiree This 2 hour seminar presented by Marie, is directed toward those who retired on a public service pension and deals with many issues confronting retirees. Among the issues are: health insurance, Medicare, Medicare B penalty and surcharge, Social Security, working in retirement, legal checklist, tax structure of pension, and many many others. All too often ignorance on the issues presented is costly to the retiree.
Understanding Your Social Security and Medicare. Learn how Social Security is factored, how the penalties affect you because you are collecting a MA Pension, Eligibility for Medicare, If Not already Vested Does it Pay for You to Take the SS Penalty, and More. (Another one will be offered in Nov.)
To Move or Not to Move is a comprehensive 2 hour seminar on the pros and cons of the various housing choices, the legal ramifications for some of these choices, and looking at most aspects of making the decision and all that is entailed. For the seminar scheduled in December we will also be discussing both the $8,000 and the $6,500 tax credit.
Marie has done seminars in Amesbury, Barnstable, Bellingham, Billerica, Braintree, Brocton, Beverly, Cambridge, Canton, Cambridge, Charlton, Chelmsford, Chelsea, Chicopee, Dalton, Danvers, Dracut, Fall River, Fitchburg, East Bridgewater, Franklin, Greenfield, Harvard, Harwich, Holbrook, Hyannis, Lawrence, Leominster, Lexington, Lowell, Lynn, Lynnfield, Malden, Marblehead, Marlboro, Marshfield, Mashpee, Medford, Melrose, Methuen, Middleton, Milton, Newbury, Nauset, North Attleboro, North Reading, Peabody, Pittsfield, Plymouth, Reading, Quincy, Randolph, Revere, Salem, Somerville, Triton Regional School District, Waltham, Wellesley, Weymouth, Westfield, Westport, Wareham, Watertown, Wilmington, Woburn, Worcester, Winchester and numerous other communities.
Marie has done seminars in Amesbury, Barnstable, Bellingham, Billerica, Braintree, Brocton, Beverly, Cambridge, Canton, Cambridge, Charlton, Chelmsford, Chelsea, Chicopee, Dalton, Danvers, Dracut, Fall River, Fitchburg, East Bridgewater, Franklin, Greenfield, Harvard, Harwich, Holbrook, Hyannis, Lawrence, Leominster, Lexington, Lowell, Lynn, Lynnfield, Malden, Marblehead, Marlboro, Marshfield, Mashpee, Medford, Melrose, Methuen, Middleton, Milton, Newbury, Nauset, North Attleboro, North Reading, Peabody, Pittsfield, Plymouth, Reading, Quincy, Randolph, Revere, Salem, Somerville, Triton Regional School District, Waltham, Wellesley, Weymouth, Westfield, Westport, Wareham, Watertown, Wilmington, Woburn, Worcester, Winchester and numerous other communities.
Some Comments about Marie's Seminars:
Living in Retirement as An Informed Retiree Comments:
"Thank you for your help prior to retirement and now in the wonderful years of retirement. You have prepared us in a very beneficial way. Education is the key to fighting ignorance." KW Medway
"Everything covered was important. Very informative ~~subjects were very clear. Presenter very articulate and knowledgeable" A.F. Holliston
"There were so many topics discussed that I never even thought of to ask questions." DM Salem
Being more aware of important, but not necessarily "transparent" pitfalls" EB Weymouth
"Thorough covering of topics---invaluable information for all retirees C,V.
"Seminar loaded with good information" EB Cohasset
"Marie is a dynamic and inspiring speaker" AD Weymouth
"Extremely beneficial because of the information covered" EW Chelsea
"Very informative and very well presented." EF Methuen
There was a wide range of topics. The presenter was interesting and also responsive to listeners. She had good examples and analogies. FC Cohasset
Excellen job, Marie,```keep up the good work and keep on fighting for us retired teachers. NW Lawrence
The seminar covered a variety of topics```given with clarity and thoroughness. Very informative RJ Methuen
Preparing for Retirement Seminar Comments:
"We attended your Monday night seminar. It was the best retirement seminar that I have attended since I started preparing for retirement in the mid '90s. Thank you." K.B. and K. S. Westford
"Marie- You are quite a person! Thank you very much for sharing your enthusiasm, knowledge, and passion. I surely appreciate it." L.H. Harwich
"Thank you for doing this - very informative" M.B., Methuen
"An informative and concise presentation with excellent advice and suggestions." North Reading Educator
"Excellent seminar -- so informative --- learned a lot -- R.T. Nauset
Marie so knowledgeable ---thank you, Marie" J.L. South Wellfleet
"Excellent information -- very well presented -- dynamic" B.C., Westwood
"Very useful presentation, you're a great speaker!" Salem High Educator
"This is the fourth seminar I have attended on retirement and learned more here then I did at the other three combined" L.T., Bedford "
"Thanks, this has been very helpful and informative." S.A. Provincetown
"Excellent information!" D.F. Cambridge
"Marie's presentation was excellent and very timely". P.B. Amesbury
"Great information, I have a lot to think about before making my retirement decision." N. Andover "Marie is a woman with a mission:making sure we approach retirement with the information needed to make wise decisions. I cannot recommend her workshop highly enough and will suggest it enthusiastically to colleagues" M.C. Andover "
"Wish I had attended years ago" M.C. Peabody
"This was a fantastic overview of things I should be considering -- a wake up call!" L. G., Quincy
"The personal touch is genuine and thank you for your time and explanation." Cambridge Educator
"I am retiring this June and thought I knew all there was to know about retirement. Came because I had nothing else to do and found out there was so much I did not know." S. H.
"Anyone who did not come missed a great and informative presentation." M. M. Chicopee
"Great presentation" J.F. Falmouth
"Best info so far, presenter is knowledgeable." Salem High Educator
