Workshops

The Truth About Veterans Benefit Planning

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, October 19, 2017
9:30 AM - 11:30 AM
Read More
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.

Thursday, October 26, 2017
2:00 PM - 4:00 PM
Read More
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 (approximately 2 hours). Reservations required.

Thursday, October 26, 2017
9:30 AM - 10:30 AM
Read More
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, November 1, 2017
9:30 AM - 11:30 AM
Read More
November Lunch & Learn – Understanding Social Security Disability Programs
Tuesday, November 7, 2017
12:00 PM - 1:00 PM
Read More
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, November 9, 2017
9:30 AM - 11:30 AM
Read More
The Truth About Veterans Benefit Planning

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.

Tuesday, November 14, 2017
6:00 PM - 8:00 PM
Read More
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, November 14, 2017
9:30 AM - 11:30 AM
Read More
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 (approximately 2 hours). Reservations required.

Tuesday, November 14, 2017
2:00 PM - 4:00 PM
Read More