Many people believe their estate and retirement plans will automatically protect them. However, unexpected healthcare or Medicaid events can expose gaps that threaten everything – including your home. This seminar will uncover these overlooked risks and show you how to safeguard your assets, home, and long-term security.

Through real-life examples, we will demonstrate how untested plans fail when it matters most, and why having a plan isn’t enough. Your plan must be structured, coordinated, and designed for real-world outcomes.

Key focus areas include:

• Income Protection: Secure and sustain your retirement income. 
• Home & Asset Protection: Safeguard your home and assets from unforeseen events. 
• Healthcare Planning: Address Medicaid and healthcare needs effectively. 
• Legacy Planning: Ensure your legacy and wishes are honored. 

Class taught by Les Robinson, CLTC, CRPC, Nationally Resourced Expert and Author of Protecting Your Money from Medicaid and Nursing Home Events. 

Please bring paper and a pen to class.              

Retirement should be something to look forward to—not stress about! This hour-long seminar is geared towards those within 10 years of retirement or just curious about retirement planning. We will review ten important topics that everyone should discuss with their families before retirement. The goal of this session is to make sure everyone leaves with one actionable step that gets them closer to their ideal retirement. Whether retirement is near or still years away, you’ll gain the tools and confidence to plan for a secure and fulfilling future.

Please bring a pen or pencil and paper for taking notes.

Join  Candyce Vana Ingwersen, Esq., an Estate Planning attorney, where you will learn the basics of proper estate planning. This course will provide an overview of Last Wills and Testaments, Trusts, Health Care Proxies with Living Wills, and Durable General Powers of Attorney. The class will also discuss deed transfers and Medicaid planning.

Please bring paper and a pen to class.

Join us for an educational Medicare workshop designed to help individuals approaching age 65 better understand their Medicare options and enrollment decisions. This presentation will cover the basics of Medicare Parts A, B, C, and D, Medicare Supplement vs. Medicare Advantage plans, enrollment timelines, potential penalties, prescription drug coverage, and common mistakes to avoid. We will also discuss how Medicare works with employer coverage, retiree benefits, and Social Security. The session is intended for individuals turning 65, those already on Medicare who would like a better understanding of their coverage, and anyone helping a family member navigate the Medicare process. The presentation will be conducted live online via Webex, with time available for questions and answers at the end of the session. 

A Webex link will be provided prior to the course start date.

Navigate estate planning, financial decisions, and caregiving with clarity and confidence. Are you feeling overwhelmed? Planning for your loved ones and managing family caregiving can feel complex and stressful, but it doesn’t have to be. 

In this seminar, we'll show you how to:

• Reduce overwhelm and gain clarity when navigating estate planning, financial decisions, and caregiving.
• Transform life’s transitions with confidence.

Life transitions, especially related to aging, can create emotional and family challenges. Without the right strategies, these moments can turn into confusion and unnecessary stress, but with the right tools and guidance, you can manage these transitions smoothly and with confidence.

What You’ll Learn:

• How to avoid common financial and estate planning pitfalls.
• Actionable insights on aligning your plans with your long-term goals to secure your financial future and preserve your legacy.
• Effective strategies to handle the emotional stress of caregiving, with easy-to-apply techniques for coping and grounding.
• How to communicate clearly and manage stress with greater ease, allowing you to approach planning and caregiving with calm and confidence.

By the end of this seminar, you will:

• Have a clearer, organized roadmap for creating a less stressful planning process.
• Feel empowered to support your future, make confident decisions, and ensure your legacy is protected.

Take the first step toward a confident, empowered future.

Join Bridget Newton, LCSW, and Les Robinson, CRPC

Please bring paper and a pen to class.              

Medicare is Confusing! What are Parts A, B, C & D? When do I have to enroll? What will I pay? What is a Medicare Advantage Plan? What is a Medicare Supplement Plan? What about late enrollment penalties, Extra Help, EPIC, or Medicare Savings Programs? What kind of plans might work best for me? This class will help people understand how the federal Medicare program works and provide a general overview of the variety of Medicare insurance options available to beneficiaries. Join Jason Myers, the owner of JBM Health & Wealth Consulting, LLC.