Financial Education Series

7680 Goddard Street,Colorado Springs CO 80920

06 November, 2021

Description

Each seminar is 45-60 minutes followed by questions and some social/networking time. Beverages and snacks will be provided. Details below. Please review the topics of the seminars and choose the right date to RSVP for the event. 12:30 pm, Saturday, 23 October 2021 Social Security: Timing is Everything Social Security is a vital income source for many retirees. But it can be a confusing topic and making the most of it can have a lot to do with timing it right. This workshop can help attendees get answers to their questions and learn what Social Security can mean for them. 12:30 pm, Saturday, 6 November 2021 Five Keys to Retiring Fearlessly After years of hard work, retirement may finally be in sight. This workshop helps attendees discover five keys to unlocking a retirement where they could have confidence in their ability to live out their dreams. 12:30 pm, Saturday, 20 November 2021 Transferring Property Across Generations You worked hard for your family farm, cabin or small business. This workshop will help attendees gain a basic understanding of how to identify and overcome transition obstacles, protect assets, and develop a strategy to smoothly transition their cherished place to maintain family harmony. 12:30 pm, Saturday, 4 December 2021 Getting Started with Medicare The lessons in this workshop provide an overview of Medicare Program basics including Part A (Hospital Insurance), Part B (Medical Insurance), Medicare Supplement Insurance (Medigap) policies, Medicare Advantage (MA) Plans, Part D (Prescription Drug Coverage), the Health Insurance Marketplace, Medicaid, other programs to help people with limited income and resources, and related resources. 12:30 pm, Saturday, 18 December 2021 Prepare Wisely: Estate Strategy Essentials This workshop explores how having a strategy in place can make things easier for your family after you're gone. Attendees will learn what documents they need so final wishes are known. 12:30 pm, Saturday, 8 January 2022 4 Truths About Long-Term Care This workshop shows attendees how developing a long-term care strategy can help them: Preserve independence Protect income and assets Reassure family about the future 12:30 pm, Saturday, 22 January 2022 Aging Loved Ones: How to Have the "Heart-to-Heart" Aging and the changes that come with the need for additional caregiving can have a significant impact on your personal finances as well as your family relationships. This workshop reviews the considerations to make in planning for changes that arise as we age and provides tips for starting healthy conversations with family members that can lead to positive outcomes.