Workshops

May Lunch & Learn – What is Long Term Care Planning and Who Needs It?

We will begin with open networking, have a complimentary buffet lunch, then have a discussion on Long Term Care Planning. See you there!

Tuesday, May 2, 2017
12:00 PM - 1:00 PM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement. (approx. 3 hours). Reservations required.

Wednesday, May 3, 2017
9:30 AM - 12:00 PM
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The Truth About Estate Planning

This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans. (approx. 2 hours). Reservations required.

Tuesday, May 9, 2017
9:30 AM - 11:30 AM
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The Truth About Veterans Benefit Planning Workshop

This workshop is intended to provide an overview of Veteran’s benefits to help you understand the eligibility criteria and benefits available to qualifying Veterans. We will explore medical benefits, service connected disability compensation and non-service connected pension benefits. Our program will emphasize the non-service connected pension program, which is the primary VA program that provides financial assistance for long-term care related expenses, including in-home care, assisted living and, in some cases, nursing home.

Thursday, May 18, 2017
9:30 AM - 11:30 AM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is that they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement (approx. 3 hours) Reservations required.

Tuesday, May 23, 2017
9:30 AM - 11:30 AM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement. (approx. 3 hours). Reservations required.

Wednesday, June 7, 2017
9:30 AM - 12:00 PM
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The Truth About Estate Planning

This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans. (approx. 2 hours). Reservations required.

Thursday, June 15, 2017
6:00 PM - 8:00 PM
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Special People, Special Planning

Based on the book, Special People, Special Planning – Creating a Safe Legal Haven for Families with Special Needs this workshop explores concerns related to creating a financial and legal blueprint to address the special person’s unique personal and social needs. Families of people with special needs face planning challenges that accompany longer life expectancies – a future without full independence – and the need to maintain an outstanding quality of life. You will gain an overview of the three main federal disability programs and learn how to create a customized, comprehensive plan for your special person. Reservations Required.

Tuesday, June 20, 2017
6:00 PM - 8:00 PM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is that they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement (approx. 3 hours) Reservations required.

Wednesday, June 28, 2017
2:00 PM - 4:00 PM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement. (approx. 3 hours). Reservations required.

Wednesday, July 5, 2017
9:30 AM - 12:00 PM
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The Truth About Estate Planning

This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans. (approx. 2 hours). Reservations required.

Tuesday, July 11, 2017
9:30 AM - 11:30 AM
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What To Do When Someone Dies

At this workshop we will review the step-by-step process you need to know before and after losing a loved one,which includes: pre-need funeral planning, the probate and estate administration process, along with frequently asked questions. Reservations required.

Thursday, July 20, 2017
6:00 PM - 8:00 PM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is that they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement (approx. 3 hours) Reservations required.

Tuesday, July 25, 2017
9:30 AM - 11:30 AM
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