Calendar of Events

Latest Past Events

How to Finance Long Term Care

Virtual Presentation

This program will review the options for covering long term care costs and will review the pros and cons of long term care insurance, Medicare and Medicaid as potential options to protect yourself and your loved ones. Register for Finance Long Term Care here.

Long-Term Care & Medicaid Planning

Virtual Presentation

Long-term care is extremely expensive, and there are many planning strategies available to improve access to health care and quality of life. The rules governing long-term care benefits are complex and difficult to navigate. This program will involve a discussion of Medicaid eligibility rules for long-term care (community-based home care and nursing home care) and […]

How to use a Pooled Income Trust to Qualify for Community Medicaid

Virtual Presentation

Even if your income is above the Medicaid limits, you can qualify for Community or Home Care Medicaid through the use of a Pooled Income Trust. Our speaker will explain the mechanics of how the trust works, including how income flows through it, and will review the difference between a pooled income and a pooled […]