Learn how to protect and preserve assets from the costs of long-term care. This course is not only for seniors, but family members of seniors who may be called upon to deal with these issues. You will learn about how to qualify for helpful governmental programs, leverage Medicaid to protect your own assets, and the steps you should be taking now before the crises hits. These concepts will be covered: long-term care insurance, the essential estate planning documents, and health insurance under the Health Care Reform Act. The course is co-instructed by an Elder Law Attorney and a Certified Financial Planner. Senior adult and disabled retiree tuition waivers apply.
While there is no such thing as a "one size fits all" financial plan, this overviw will help you focus financial goals and activities in the right direction. Enjoy an open discussion about money, without the pain of charts and old fahion fixes. Learn some tips that may provide financial game-changers so you may become financially savvy, as we work through a finacial planning case.
A stock market crash could happen anytime, and it takes years to recover. What have we learned from past events to help us plan for a better future? Investors seeking to protect their life savings from a sudden market decline will look at different strategies and tools to reduce risk and preserve savings.
Get the nuts and bolts of how to hammer out your future! Learn from a panel discussion about the tools and resources for the aging continuum of care: topics include elder law case studies, geriatric care management, long term insurance, income generation and distribution strategies, private duty healthcare, home modification, real estate, and move coordination.
When you turn 65, the federal government gives you a birthday
present: enter into the brave new world of Medicare. This course
will address Medicare basics and help you navigate through
potentially costly traps. We will also discuss how to shop for the
private insurance you need to supplement Medicare.
It's not just what you save for retirement, it's how you manage it in retirement. Learn the 13 mistakes to avoid when managing money during retirement. Learn to maximize your retirement income, minimize your tax burden, and ensure that your money is spent as you want. Class is co-instructed by a Certified Financial Planner specializing in retirement income planning and a CPA. Senior adult and disabled retiree tuition waivers apply.
This class is for women facing the challenges of planning for retirement, and is part of a continuing series on this topic.We'll look at five retirement planning essentials, and review a case study. Focus on your personal journey to better prepare for the financial, physcial and emotional aspects of retirement.
Ladies: Get fiscally fit with a financial overview in key areas of money management. Choose to attend the entire series or individual topics of interest. Join a community of women who want to get savvy and take control today!
This class is for every woman facing the future challenge of applying for Social Security benefits. There will be a thorough review of the Social Security program and how it favors women (married, divorced, or widowed), and we will discuss the top five mistakes women make when filing for Social Security benefits.
A little planning now may save your family a lot later! Learn the basics of what should be contained in your Last Will and Testament, what other legal documents are essential, and how trusts can play an important part in your estate plan. Concepts to be covered are what is probate and do you need to avoid it, latest laws on the federal estate tax, should the deed to your home be changed, and little known asset protection strategies. Senior adult and disabled retiree tuition waivers apply.