Medicare is confusing! What are parts A, B, C and D? When do I have to enroll? What will I pay? What is a Medicare Advantage Plan? What is a Medicare Supplement Plan? What about late enrollment penalties, Extra Help, Epic or Medicare Savings Programs? What kind of plans might work best for me? See how this education will help you understand how the Medicare program works. We will provide a general overview of the variety of Medicare Insurance products that are available to beneficiaries.

Free - Prior registration is required.

Medicare is confusing! What are parts A, B, C and D? When do I have to enroll? What will I pay? What is a Medicare Advantage Plan? What is a Medicare Supplement Plan? What about late enrollment penalties, Extra Help, Epic or Medicare Savings Programs? What kind of plans might work best for me? See how this education will help you understand how the Medicare program works. We will provide a general overview of the variety of Medicare Insurance products that are available to beneficiaries.

Free - Prior registration is required.

Medicare Special Needs Plans are rapidly growing in popularity as you would expect, because they are healthcare plans personalized to the populations they intend to serve.

We’ll focus on two types of Special Needs Plans (SNP’s): Chronic Care Special Needs Plans (CSNP’s) and Dual-Eligible Special Needs Plans (DSNP’s). If you have diabetes, chronic failure or if you are a working dis-abled adult eligible for both Medicare and Medicaid come and see if these plans are fit for you or a loved one.

Free - Prior registration is required.

As of January 2023, 60% of United States adults, including more than 4 in 10 high-in-come consumers, live paycheck to paycheck.

This is no way to live! This course will teach the basic fundamentals necessary to develop a budget and begin the process of moving from a paycheck-to-paycheck survival existence to a thriving sense of freedom from all the financial stress and anxiety. Topics include: budget development, cash flow management, and debt reduction. This is all SUPER important as we move into the holiday season.

Students aged 12 and up are welcome to register when a parent or guardian is also registered and attends the same class.

This class may end early depending on student input.

This course is designed for those within 10years of retirement or currently retired. Any successful retirement begins with a proper plan. We will discuss some of the crucial components of a retirement plan income (social security, pension, retirement savings), investments (etf, mutual funds, annuities and more), market (sequence of returns, managing risk, volatility) Tax planning (strategies, Roth accounts, leaving assets to your spouse/children), and concerns (Do I have enough? Can I take that trip? How can I avoid a nursing home?)

This class is free - Prior registration is required.

Medicare is confusing! What are parts A, B, C and D? When do I have to enroll? What will I pay? What is a Medicare Advantage Plan? What is a Medicare Supplement Plan? What about late enrollment penalties, Extra Help, Epic or Medicare Savings Programs? What kind of plans might work best for me? See how this education will help you understand how the Medicare program works. We will provide a general overview of the variety of Medicare Insurance products that are available to beneficiaries.

Free - Prior registration is required.

What are annuities? Why do people invest in them? What kinds of guarantees can they provide? What different kinds of annuities are available? What are the pros and cons of owning them? What role can they play for retirees or those approaching retirement? Together, we will explore these questions and more in this education only presentation.

Free - Prior registration is required.

This course will review various issues which present themselves for estate planning when a family member has special needs. We will cover the use of various Supplemental Needs Trusts and benefit systems which help pay for services and programming for this very unique and special population. A Q&A session will be budgeted into our time to address general questions, but please understand that everyone’s situation is unique.

Free - Prior registration is required.