Financial Benefits Series

BIO

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.

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.

Financial Planning Tax Updates - 3/17/2021

New and updated tax changes for 2021 that may impact long term planning.

FLYER

PRESENTATION: slides

RECORDING: link