Professional/Financial >> Money Matters

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When charting your financial future, start here! Our experts will help you understand investing, retirement, and making sound financial decisions.
 
This class will introduce you to myths and facts about Medicaid qualification for long term care.  When long term care in a nursing home is needed it is possible to preserve the majority of your assets and still qualify for nursing home benefits.  Spend down can be stopped.  A person with more than $2,000 in assets can qualify for Medicaid benefits.  Even if income is above the Medicaid limit a specific trust can be created to help with income qualification.  

1 session

Instructor : Ed Marcum 

Weekly - Tue 4:30 PM - 6:00 PM (6/13/2017-6/13/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 06/13/17

Tuition: $15.00



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What does it mean?  Who is it for?  Will I be a burden on my family?  This class will provide a broad overview of these topics ( and more) to help you answer these important questions, and begin to look ahead to your own elderly years. 

1 session

Instructor : Multiple Instructor :
 1.Ben Westney  2.Colin Lee 

Weekly - Tue 6:30 PM - 7:30 PM (6/13/2017-6/13/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Rm. A/B

Start date: 06/13/17

Tuition: $15.00



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Come learn the latest information on what is covered by Parts A,B,C,D and supplements(medigaps).

1 session

Instructor : Stephen Bradley 

Weekly - Mon 5:30 PM - 7:00 PM (6/19/2017-6/19/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Rm. A/B

Start date: 06/19/17

Tuition: $15.00



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It's a topic people tend to put off or ignore, but one of the most important things you can do is to develop a sound estate plan. Doing so lets you take a giant step toward a more secure future for yourself and generations to come. Understand the basic tools available to meet personal and family objectives related to transfer of assets during life or at death, including the use of living trusts, powers of attorney, and directives to avoid probate and/or guardianship.

1 session

Instructor : Lyle Wood 

Weekly - Tue 6:00 PM - 8:00 PM (6/20/2017-6/20/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 06/20/17

Tuition: $15.00



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This class will introduce you to myths and facts about Medicaid qualification for long term care.  When long term care in a nursing home is needed it is possible to preserve the majority of your assets and still qualify for nursing home benefits.  Spend down can be stopped.  A person with more than $2,000 in assets can qualify for Medicaid benefits.  Even if income is above the Medicaid limit a specific trust can be created to help with income qualification.  

1 session

Instructor : Ed Marcum 

Weekly - Tue 4:30 PM - 6:00 PM (7/11/2017-7/11/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 07/11/17

Tuition: $15.00



View Details »
What does it mean?  Who is it for?  Will I be a burden on my family?  This class will provide a broad overview of these topics ( and more) to help you answer these important questions, and begin to look ahead to your own elderly years. 

1 session

Instructor : Multiple Instructor :
 1.Ben Westney  2.Colin Lee 

Weekly - Tue 6:30 PM - 7:30 PM (7/18/2017-7/18/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 07/18/17

Tuition: $15.00



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Come learn the latest information on what is covered by Parts A,B,C,D and supplements(medigaps).

1 session

Instructor : Stephen Bradley 

Weekly - Thu 2:00 PM - 3:30 PM (7/20/2017-7/20/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Rm G/H

Start date: 07/20/17

Tuition: $15.00



View Details »
This class will introduce you to myths and facts about Medicaid qualification for long term care.  When long term care in a nursing home is needed it is possible to preserve the majority of your assets and still qualify for nursing home benefits.  Spend down can be stopped.  A person with more than $2,000 in assets can qualify for Medicaid benefits.  Even if income is above the Medicaid limit a specific trust can be created to help with income qualification.  

1 session

Instructor : Ed Marcum 

Weekly - Tue 4:30 PM - 6:00 PM (8/8/2017-8/8/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 08/08/17

Tuition: $15.00



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Come learn the latest information on what is covered by Parts A,B,C,D and supplements(medigaps).

1 session

Instructor : Stephen Bradley 

Weekly - Mon 5:30 PM - 7:00 PM (8/21/2017-8/21/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 08/21/17

Tuition: $15.00



View Details »
What does it mean?  Who is it for?  Will I be a burden on my family?  This class will provide a broad overview of these topics ( and more) to help you answer these important questions, and begin to look ahead to your own elderly years. 

1 session

Instructor : Multiple Instructor :
 1.Ben Westney  2.Colin Lee 

Weekly - Tue 6:30 PM - 7:30 PM (8/22/2017-8/22/2017)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 08/22/17

Tuition: $15.00



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