How to Create a Digital Estate Plan
ZoomFrom iTunes to Shutterfly and everything in between, even the 70+ crowd has digital assets! The rules about owning and transferring assets in the digital world are very different than…
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Lunch & Learn Events
How to Navigate through the Medicare Alphabet Soup
ZoomGetting Started and signing up for Medicare can be an overwhelming undertaking for anyone. Join us as we help you navigate the different parts of Medicare, supplemental insurance, important enrollment…
How to be an Executor for Your Loved One’s Estate
ZoomWrapping up the affairs for a loved one who has died may leave you feeling overwhelmed - especially when you are still grieving. Being named executor in a will can…
My Mom is in the Nursing Home: What Do I Need to Know?
ZoomThe decision to place an elderly loved one in a nursing home is often one of the most difficult decisions a family can make. Once your loved one has settled…
Dementia Types: Development, Differences and Diagnosis
ZoomDementia has a way of never touching just one person. It takes over the mind of the sufferer and the life of the caregiver, one subtle backward step at a…
Senior Gadgets and Gizmos
ZoomFor seniors with cognitive or physical impairment, high-tech safety devices have evolved into user friendly must haves. In this presentation, we will consider different types of technology and gadgets that…
New Laws for 2023: Will They Affect my Estate & Long-Term Care Planning?
ZoomThe 2023 Estate Planning Laws will affect most Americans. This is all pretty confusing, and it can be complicated to figure out how it applies to your individual situation. Join…
FREE
Celebrity Estates: The Good, The Bad, & The Ugly
ZoomMoney can't buy everything! Learn about those who could have had the best estate plan, missed the boat in protecting their financial and personal assets. Find out how a proper…
FREE
What are Powers of Attorney & How Do I Use Them?
ZoomWhen the unexpected happens, having Powers of Attorney documents in place can make a difference in getting the care and treatment you want and need. Join us to learn about…
FREE
Protecting Your Assets From the Cost of Long-Term Care
ZoomYou need care. We have got options! Join us to get a better understanding of long-term care needs, costs, and up-to-date planning options that will protect your hard earned dollars.…
FREE
Caregiver & Senior Housing Contracts: What You Need to Know Before signing on the Dotted Line
ZoomWhether you are hiring a new caregiver or are moving into a senior housing facility, you will most likely be presented with a contract to sign. There are a few…
FREE
What is Your Plan B?
ZoomPlan A usually includes spending our last dollars and dying peacefully in our sleep. But Plan A rarely happens. Plan B might include getting care in your home, moving to…
FREE