This course is designed to inform participants about Medicare/Medicaid and what is available once they meet the appropriate age for enrollment. Medicare is a federally funded program that becomes somewhat robust to understand and difficult to navigate multiple health insurance carriers.  At the end of the course, participants will be prepared to engage in the Medicare/Medicaid process in a much more informed way. 

At the end of this class, you will be able to create a plan to avoid or reduce probate, taxes, Medicaid & nursing home risk, avoid impoverishing your spouse and affecting your children and grandchildren’s financial future. The more you understand, the better equipped you will be to make informed decisions. Key protection points of this Medicaid risk avoidance educational class include:

• Learning the effective strategies to protect and secure your retirement, lifestyle, money, and home from Medicaid & nursing home risk.
• Use a Generational Planning System to avoid Medicaid & nursing home risk, probate, and taxes, and keep more money in your estate. 
• Mitigating the longevity risk on your money, home, retirement & lifestyle.
• Pre-planning is crucial: properly structuring your money, retirement, and home in advance of a Medicaid & nursing home event. 
• Help you ensure that you do not have to spend down all of your resources to qualify for Medicaid.  

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

Please bring paper and pen to class.              

Join Corey Malstrom, CFP® for an engaging exploration of the decisions surrounding Social Security benefits. Corey will delve into the critical choice of whether to start collecting benefits early or to delay and uncover the unique advantages and trade-offs of each approach. He will also provide you with the insights you need to make an informed decision that aligns with your financial goals and individual circumstances. From maximizing your immediate income to enhancing long-term security, Corey will guide you through the benefits of both options. The discussion will also include information on current legislation and the financial health of the Social Security program.

This material is being provided for general information and educational purposes only and should not be construed as investment, tax, accounting, or legal advice, or used as the primary or final determinant of the best strategy on how and when to claim Social Security benefits. It is strongly recommended that each individual contact the Social Security Administration regarding his/her specific situation. A wealth of information, including interactive calculators, can be found at the Social Security Administration’s website: http://www.ssa.gov/pgm/retirement.htm.

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

Please log in to SSA.Gov and print out your Social Security Statement.

Join us for our college savings program as we discuss: Questions to consider as you establish a college savings goal; strategies to help you reach your goal; and features and benefits of various college savings plans.

Building your investor IQ starts with understanding the basics. Whether you are new to investing or need a refresher, this course will help you learn: The importance of developing a strategy; the impact of asset allocation; and the influence of inflation on your long-term goals.

Taught by an estate planning attorney, this class will review strategies for organizing and updating your planning documents to ensure that the plans you made years (or decades) ago accomplish the goals you have now. We don’t have a crystal ball, so we cannot predict the future with precision. We do our best to plan for the future based on what we know now, but as life brings changes, our plans need to change, too.

This course is designed to inform participants about Medicare/Medicaid and what is available once they meet the appropriate age for enrollment. Medicare is a federally funded program that becomes somewhat robust to understand and difficult to navigate multiple health insurance carriers.  At the end of the course, participants will be prepared to engage in the Medicare/Medicaid process in a much more informed way. 

This course is designed to inform participants about Medicare/Medicaid and what is available once they meet the appropriate age for enrollment. Medicare is a federally funded program that becomes somewhat robust to understand and difficult to navigate multiple health insurance carriers.  At the end of the course, participants will be prepared to engage in the Medicare/Medicaid process in a much more informed way.