Workshops

Plan Well, Age Well Workshop Series, Fall 2018 presented by the Spokane Elder Resource Team in collaboration with the Spokane County Library System.

THIS SERIES OF WORKSHOPS HAS COMPLETED.
IT IS RECOMMENDED THAT YOU SUBMIT YOUR NAME TO BE NOTIFIED FOR THE NEXT SERIES

Session #1: Family Dynamics and Care Management: Planning for the last part of your life often gets swept under the rug until a crisis happens and you are operating under duress. Becky Tiller, Owner of Tiller Care Strategies and Gail Goeller, award winning author of Coming of Age with Aging Parents, will provide a Big Picture for attendees of all ages to prepare for their futures, achieve limited chaos and longer, healthier lives.

Session #2: Long-Term Care Insurance Basics & Medicare Planning: Joel Ferris, Ferris Long Term Care Insurance, will provide an overview of long term care planning and Dennis Fletcher, President of Fletcher Financial Group, will be giving an overview of Medicare planning with special emphasis on Medicare Open Enrollment.

Session #3: Prepare for a Secure Financial Future: Daria Brown, CPA for Fruci & Associates, will discuss new tax law changes as well as Social Security planning, and Dustin Allbery, a financial planner and V.P. at American Reliance Group, will discuss how to have a well-balanced financial plan that features both proper asset accumulation and protection strategies.

Session #4: Home Downsizing & Medicaid Strategies: Kathy Bryant, EXL Realty Senior Residential Specialist, will discuss the need to plan for senior living, including downsizing and moving. Lynn St. Louis, Elder Law Group PLLC Managing Partner, will review elder law planning essentials and the importance of having a Medicaid Strategy through proper Estate Planning.