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Classes & Trainings Financial Benefits Series
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Financial Benefits Series

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Veterans Benefits - 3/3/2021
Overview of veterans pension benefits, eligibility, and long term planning strategies to ensure that you and your loved ones are being taken care of.
 
Presented on 3 MAR 2021 by Melanie Bradford Holliman, JD, Bradford & Holliman LLC
 
PRESENTATION: slides
 
RECORDING: link
 
Long Term Care Benefits & Medicaid - 3/10/2021
Worried about your future or how you’ll be able to take care of someone you love? Perhaps you’re already taking care of a parent or family member, and you’re looking for ways to maximize their benefits and care. This is an overview of Long Term Care & Medicaid benefits where you will learn ways to navigate this process so that it doesn’t have to seem quite so overwhelming.
 
Presented on 10 MAR 2021 by Melanie Bradford Holliman, JD, Bradford & Holliman LLC
 
PRESENTATION: slides
 
RECORDING: link
 
Financial Planning Tax Updates - 3/17/2021
New and updated tax changes for 2021 that may impact long term planning.
 
Presented on 3 MAR 2021 by Melanie Bradford Holliman, JD, Bradford & Holliman LLC
 
PRESENTATION: slides
 
RECORDING: link
 
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