Wilson Central School District

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.