Taught by Candyce Vana Ingwersen, Esq., an estate planning attorney, this course will provide you with the basics for proper estate planning. During the class, we will discuss Last Wills and Testaments, Trusts, Health Care Proxies with Living Wills, and Durable General Powers of Attorney. We will also talk about deed transfers and Medicaid planning.

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. Jason Myers is the owner of JBM Health & Wealth Consulting, LLC.

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.

Don’t let the cost of long-term care or healthcare threaten everything you’ve worked for. Join this powerful and eye-opening class to discover how to protect your home, retirement savings, and lifestyle from Medicaid recovery, nursing home expenses, and other financial risks associated with aging. Les Robinson will break down complex Medicaid and estate planning topics into a simple, step-by-step process to help you succeed in securing your financial future. In this class, you’ll learn how to:

• Shield your home from Medicaid and nursing home seizure
• Protect your money using simple, effective strategies
• Properly structure your home for long-term care planning
• Create a personalized roadmap to avoid common pitfalls
• Prevent financial hardship for your spouse
• Preserve your legacy for children and grandchildren
• Mitigate longevity risks that could threaten your retirement
• Gain key insights for a secure and enjoyable retirement
• Prepare for both expected and unexpected life events

Empower yourself with proven strategies to take control of your financial future—before a crisis hits. This is a must-attend event for anyone approaching retirement, already retired, or caring for aging loved ones. 

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

Please bring paper and a pen to class.              

What are annuities?  Why do people invest in them?  What kinds of guarantees can they provide?  What different kinds of annuities are available?  What are the pros and cons of owning them?  What role can they play for retirees or those approaching retirement?  Chartered Financial Consultant ® Jason Myers will explore these questions and more in this education–only presentation.

Facing end-of-life decisions can be difficult, but thoughtful planning can bring peace of mind to you and your loved ones. In this informative and compassionate session, your instructor will guide you through the process of planning final arrangements. You will learn what choices are available, what to consider when preplanning, how to ensure your wishes are honored, and ways to create a meaningful celebration of life. Advanced planning is important because it reduces stress on grieving families, prevents family conflict, offers financial advantages, and provides peace of mind. Pre-burial planning will empower you to manage your end-of-life arrangements, thus protecting your family and preserving your legacy as honored according to your wishes. This class provides practical information in a caring, respectful, no-pressure environment. Questions are encouraged.

A materials fee of $5 per person is due to the instructor for printed materials. The class will not meet on 4/8/26.

It's exciting to think of a retirement pursuing a bucket list of travel, adventures and hobbies, and then leaving a healthy estate to loved ones. A financially secure retirement is the culmination of years of planning, work, and savings. Most people are so focused on reaching retirement that they aren't fully prepared for the challenges of managing their finances during retirement. This program offers research and perspective on the costs associated with age-related care and housing, and practical guidance on how those expenses can affect a retirement financial plan. Presented by Corey Malstrom, CFP, and Franklin Templeton Investments.

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

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. Jason Myers is the owner of JBM Health & Wealth Consulting, LLC.