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. Course is co-instructed by an Elder Law Attorney and a Certified Financial Planner. Senior adult and disabled retiree tuition waivers apply.
How does your money grow? How does the market work? Would you like to learn about ways to generate more income, reduce taxes, or protect your assets from inflation? Learn the four most common mistakes that people make and ways to avoid them. Emphasis is on real-life examples of success with tax free bonds, stocks, and mutual funds. Recent changes in the tax law will be covered. Senior adult and disabled retiree tuition waivers apply.
Join us as we discuss Life, Health, and Disability Insurance, along with Long-Term Care Insurance! Managing risk with an insurance company impacts you regardless of age. It's important to evaluate your coverage periodically to determine if it meets your needs. Change is a part of life. Learn about the basics of insurance, as well as information on the Affordable Care Act, Medicare and Medicare Supplements. We're here to answer your insurance questions!
Want to be savvy about Medicare? A healthcare crisis is looming, and baby boomers need to prepare for it financially. Learn to understand basic Medicare rules, how and when to apply, and how to find appropriate supplemental private insurance.
No matter what your age, learn financial literacy and competency! Now's the time to master basic financial planning: creating a budget, preparing personal tax returns, managing investment options, buying a house, purchasing insurance, and more! Be a better consumer, investor, and well-rounded citizen. This is a comprehensive lesson in personal finance. Senior adult and disabled retiree tuition waivers apply.
This class is for every woman facing the challenge of planning for retirement. What kind of retirement do you dream about? When is the best time to retire? How do you know if you are on track financially, physically, and emotionally? We'll discuss the top 5 mistakes women make when planning for retirement.
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 instructed by a Certified Financial Planner specializing in retirement income planning. Senior adult and disabled retiree tuition waivers apply.
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.
Planning for the personal needs and financial security of a loved one who is disabled or has special needs may seem overwhelming. We will discuss some strategies to create and implement plans that meet your loved one's personal care, financial needs, and legal needs. We will also take into account your own present and future needs.
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.