4 Results
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Estate Planning BasicsFinanceProbate, long term care, and tax laws are constantly changing. Find out how to prevent your assets from going through probate, how to protect unnecessary taxation, how to retain control of your affairs, and how to protect yourself against the costs of long-term care. Discover why the SECURE Act is the most significant tax law change in the last decade and how it impacts your beneficiary’s ability to inherit your retirement accounts. Taught by Estate Planning & Elder Law Services, P.C.Fall 2026 -
Protect Your Assets from the High Cost of Long Term CareFinanceDid you know: 40% of persons aged 65 and older will spend some time in a nursing home, costing an average of $11,842 per month. Neither health insurance nor Medicare cover these costs. Learn about payment options, changes to Medicaid eligibility rules, in-home care options and more. Taught by attorneys from Estate Planning & Elder Law Services, PC.Fall 2026 -
Retirement: Making Your Money Last!FinanceWe'll discuss way to help you work towards achieving your retirement goals - what matters most to you. A key focus will be how to provide for your income needs, including your income for the future. We'll also explore how to address important concerns such as inflation, health care expenses, market volatility and unexpected events. Taught by Mike Johnson from Edward Jones.Fall 2026 -
Social Security: Your Questions AnsweredFinanceApproaching retirement and wondering how Social Security fits into your financial future? This essential class is designed for those 55 and up who want clear, expert guidance on making the most of their benefits. Since Social Security will likely be the foundation of your retirement income, understanding your options is crucial before making any decisions. In this informative session, we’ll cover when to start taking benefits, how Social Security fits into your overall retirement plan, and what to consider when it comes to taxes. Get the knowledge you need to make informed choices and maximize your retirement income—sign up today! Taught by Mike Johnson from Edward Jones.Fall 2026