What Will You Do When Faced With the Crisis of Elder Care?

Engage in a 3-hour discussion on financial, legal, and care planning strategies for aging seniors taught by a Certified Senior Advisor, a Financial Planner, a Reverse Mortgage Specialist, and an Elder Law Attorney.

Should You Attend?

• Advanced aging brings with it loss of income and loss of assets.  Learn strategies to deal with this destructive consequence of aging.

• If you or someone else faces caregiving, this class will teach you about supplemental financing for caregiving alternatives.

• Learn the importance of creating legal documents to make estate transfers and for end-of-life, care choice, and medical decisions.

What You Will Learn:

Need for Planning

• Understand the importance of advanced aging
• Aging-in-place, what and how
• Understand the various senior living options
• Plight of a caregiver

Financial Strategies

• Savings and investment strategies
• Retirement account strategies
• Income strategies
• Reverse mortgage strategies

Government Programs

• Veterans benefits for home care or assisted living
• Medicare temporary long term care
• Medicaid long term care
• Transferring assets to qualify for government programs

Legal Issues

• Trust, wills, living wills, and powers of attorney
• Conservatorship
• Probate and estate
• Asset preservation planning

This instructional workshop introduces you to elder planning strategies for families. No products, companies or commercial programs are presented.