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The Basics of Estate Planning, Financial Management, and Medicare
June 14, 2018 @ 3:00 pm - 4:30 pmFree
Jessica Green, CELA* is joined by professionals Dave Wagner of Capital View Wealth Management and Kellie Fogarty of Regional Financial Security Agency for a discussion about navigating the interconnected worlds of legal planning, financial planning, and health care during retirement. Topics include a Last Will and Testament, Powers of Attorney, Living Wills, choosing a financial advisor, and Medicare enrollment.
Registration is NOT required.
*Certified as an Elder Law Attorney by the National Elder Law Foundation