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.

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.

In this educational seminar local Estate Attorney will discuss and explain the important differences between will-based and trust-based estate planning and the advantages of trusts over wills; the need to plan ahead for the crucial time period after a person becomes incapacitated and before their passing, and the many benefits of pro-active Medicaid planning to protect family assets from being drained away by the cost of long-term nursing home care and/or Medicaid estate recovery.

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 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.