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21 Results

  • 5 Keys to Retiring Fearlessly

    Discover five keys to unlocking your fearless retirement and have more confidence in your ability to achieve your goals. No longer have the stress of worrying about the unknown, even after COVID-19. Instead understand what you can spend today on certain things that you enjoy.
  • 90 Minutes with an Estate Attorney

    We all have goals. Sometimes our goal is to gift assets to others- while we are alive? After I have passed? What about Estate Tax & Gift Tax Planning? Should I gift my money away in a Will, or a Trust? Would I qualify for Medicaid? What is the 60-month claw back? What if my spouse goes into the nursing home and exhausts our money? What about my current Trust; does it avoid the nursing home? Most people believe that their trust shields the assets from the nursing home and creditors. Many people may be wrong! We will walk through these questions and many more, including how to plan and place your assets to meet your retirement, your nursing home goals, and after you have passed.
  • Economic Update

    Economic Update: It seems that some financial topic is in the headlines every day. Should those headlines influence your decisions around your financial strategy? Learn how to use economic data to make wise decisions about your money.
  • Foundation for Retirement

    We can help you discover more about planning a secure retirement than most people learn in a lifetime. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. Learn how to manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws. A 225-page illustrated textbook is included. Participants can bring along one complimentary guest.
  • Foundation for Retirement

    We can help you discover more about planning a secure retirement than most people learn in a lifetime. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. Learns how to manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws. A 225-page illustrated textbook is included. Participants can bring along one complimentary guest.
  • Green Strategies to Save Money and the Planet

    Did you know many environmentally friendly techniques and decisions don't only help the planet but can also help your bank account? In this course you will learn ways to minimize your waste, save money and still enjoy yourself.
  • Health Care Directives

    Learn how to complete a Health Care Directive to communicate your wishes about your treatment choices and personal preferences if you are not able to communicate your wishes or make your own healthcare decisions.
  • Health Care Directives

    Learn how to complete a Health Care Directive to communicate your wishes about your treatment choices and personal preferences if you are not able to communicate your wishes or make your own healthcare decisions.
  • How to Pay for the Nursing Home: An Attorney's Perspective

    The biggest fear for most baby boomers is how to pay for the nursing home and still leave an inheritance for the next generation. We will walk through the following questions and more including: How will I meet my nursing home goals? Is Long Term Care Insurance for me? What about home healthcare? Should I gift my money away? Would I qualify for Medicaid? What about my current Trust, does it protect my assets and avoid the nursing home? What is the 60-month claw back? What if my spouse goes into the nursing home and exhausts our money? Get the answers to these and other questions and learn how to create an effective plan to deal with these uncertainties.
  • How to be a Smart Shopper for College (Online)

    Your student is getting ready to go to college. You saved your money. What if it isn’t enough to pay even the first year’s tuition, room and board? Now you need to be a smart shopper! Learn where your student will fit in best, academically, socially and financially. Which schools will offer your student the largest scholarships without regard to your household income or assets? Also learn how to apply for grants and how the FAFSA works. Get an education, not an unmanageable debt.
  • Insider's Guide to Credit

    A good credit score can save you a great deal of money over the years. This class will teach you ways to build, maintain or improve your credit. You will learn what makes up your credit score, what factors affect it and who the credit reporting agencies are.
  • Keeping the Cabin, Farm, or Business in the Family

    The division of Mom and Dad’s estate can lead to bitter battles between the children and even grandchildren and impact relationships forever. When the next generation deals with these important family legacy assets questions and issues often arise: Who will pay the taxes? What if one family member uses it more or does all the work? Who pays for what? How can I ensure my children receive equal inheritance? What effect will estate taxes have. Get the answers to these and other questions and learn how to keep the cabin, business, farm, or other important family legacy property in the family without driving the family apart.
  • Medicare Explained! Confused About Medicare? We Make It Easy!

    Medicare is very complicated and confusing for most people. It is my passion to help people and I love helping people understand Medicare! This class is educational only. This class will help you understand Medicare Parts A (Hospital), B (Clinic), D (Drug Plans) and then how a Supplemental Plan, Part C (Advantage Plan), or Medical Savings Account can help with costs that Medicare does not cover. There will be time at the end to answer individual questions.
  • Medicare Explained! Confused About Medicare? We Make It Easy!

    Medicare is very complicated and confusing for most people. It is my passion to help people and I love helping people understand Medicare! This class is educational only. This class will help you understand Medicare Parts A (Hospital), B (Clinic), D (Drug Plans) and then how a Supplemental Plan, Part C (Advantage Plan), or Medical Savings Account can help with costs that Medicare does not cover. There will be time at the end to answer individual questions.
  • Medicare Explained! Confused About Medicare? We Make It Easy!

    Medicare is very complicated and confusing for most people. It is my passion to help people and I love helping people understand Medicare! This class is educational only. This class will help you understand Medicare Parts A (Hospital), B (Clinic), D (Drug Plans) and then how a Supplemental Plan, Part C (Advantage Plan), or Medical Savings Account can help with costs that Medicare does not cover. There will be time at the end to answer individual questions.
  • Retirement: Making Your Money Last & Health Care and Your Retirement

    We’ll discuss strategies designed to help you work toward fulfilling your retirement expectations and address key concerns: inflation, health care expenses, market volatility, as well as ways to prepare for the unexpected. We’ll examine: Medicare coverage, traditional medical expenses and Long-term medical expenses.
  • Savvy Social Security for Couples *New*

    The Social Security decisions you and your spouse make when you are in your 60s will determine the amount of total income you will receive over your lifetime – including the lifetime of the spouse who lives the longest. Come learn about some little-known rules that can help married couples get more out of the Social Security system.  How much Social Security you and your spouse stand to receive over your joint lifetime  Rules and guidelines for when spouses should apply for benefits  How the decisions you make in your 60's can determine the amount of income you – or your surviving spouse – will have in your 80's and 90's  What all higher-earning spouses should know about retirement and survivor benefits  How remarriage affects survivor benefits from a former spouse  How to avoid mistakes at your Social Security office  How to know which spouse should take advantage of the spousal benefit  What you need to do to entitle your spouse to a spousal benefit – or vice versa  How to switch from one benefit to another to have income now and later  How to maximize survivor benefits for the spouse
  • Savvy Social Security for Those with a Government Pension WEP-GPO

    This class was created by demand for a better understanding of how Social Security is impacted if an employee received a Government pension and participated in a Non-Social Security Covered Job. The class will cover Social Security in a broad sense and include a special section dedicated to the Windfall Elimination Provision (W.E.P.) and the Government Pension Offset (GPO). The Social Security decisions you and your spouse make when you are in your 60's will determine the amount of total income you will receive over your lifetime.  How much Social Security you and your spouse stand to receive over your joint lifetime  Rules and guidelines for when spouses should apply for benefits  How the decisions you make in your 60's can determine the amount of income you – or your surviving spouse – will have in your 80's and 90's  What all higher-earning spouses should know about retirement and survivor benefits  How remarriage affects survivor benefits from a former spouse  How to avoid mistakes at your Social Security office  How to know which spouse should take advantage of the spousal benefit  What you need to do to entitle your spouse to a spousal benefit – or vice versa  How to switch from one benefit to another to have income now and later  How to maximize survivor benefits for the spouse
  • Savvy Social Security for Women-Married/Single/Divorced/Widowed

    The Social Security decisions you and your spouse make when you are in your 60's will determine the amount of total income you will receive over your lifetime. • How to take advantage of spousal benefits, survivor benefits, divorced-spouse benefits, and even divorced-spouse survivor benefits • How to coordinate your own retirement benefit with benefits you might receive as a spouse or divorced spouse • Why you should consider your husband’s life expectancy when deciding when to claim your own retirement benefit • What to do if your husband or ex-husband dies • What to do if your marital status changes • How to plan for the extra-long life • How you may receive a spousal benefit while your own benefit builds delayed credits • How to switch from one benefit to another to have income now and later • Why you and your husband can’t both receive spousal benefits on each other’s record at the same time • What you need to do to get divorced-spouse benefits • What you MUST consider before remarrying
  • Why You Can't Always Trust Your Trust

    The trust is a very popular component and tool used in Estate Planning. However, there are a variety of vastly different Trust options to be used and the question arises: “Am I using the right Trust for my needs and goals?” Often used Trusts include: Living Trusts, Testamentary Trusts and Irrevocable Trusts, each serves a different purpose, each has a different result. One common problem is the over-utilization of the Living Trust for goals or problems that it does not resolve. For example, “Does my Living Trust protect my assets against Medicaid and the nursing home?” The answer is probably not. The Irrevocable Trust and the Testamentary Trust each have their strengths and weaknesses as well. We will clearly define the strengths and weaknesses of these different types of Trusts and when to use them. Explore your goals and wishes to see where they fall in the realm of Trusts. This class encourages questions and we hope to provide answers that will set your mind at ease or assist you in the decision making in this area.
  • Will Your Taxes Affect Your Retirement

    Discover the general impact of federal income taxes upon tax-free retirement income, social security, and your current tax brackets. Let’s face it, taxes are a reality that need to be better understood. I'm ready to follow an interesting presentation, but am well versed in the topic that I can easily go with whatever questions and discussion points are brought up.