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3 Results

  • How Wills and Trusts Can and Cannot Help You

    What is estate planning and why is it crucial? Explore the purposes for estate planning, basic plans for married couples and single individuals, and review wills and trusts in detail. Also reviewed are power of attorney, guardianship, health care directives and the probate process. A well-planned estate will allow the maker to stay in control even in the event of disability, and will avoid probate and unnecessary fees and delays upon death.
  • Medicare 101

    Planning for Medicare is intimidating. If you or a family member is nearing the age of 65 you should plan on attending this course to learn the basics of what Medicare is, how it works, how to avoid penalties, and what you need to know to prepare yourself for this process. Class size reduced to allow for social distancing. If registering as a couple, only select one person at time of registration. The name of your significant other will be asked as a question during the registration process.
  • Social Security Claiming Facts & Filing Strategies

    How do I maximize my Social Security benefits? Explore claiming rules and strategies for couples, divorcees and widowed surviving spouses to show you how to get the most out of your Social Security benefit. Discuss the important role Social Security plays in your overall retirement planning, ways to maximize your benefits and how to avoid becoming a victim of the “Widow Trap”. You should attend if you are within 10 years of retirement. Class size reduced to allow for social distancing. If registering as a couple, only select one person during the registration process. The name of your significant other will be asked as a question during checkout.