The Next Step with Financial Planning Part 2

The Next Step with Financial Planning Part 2

More About The Next Step with Financial Planning Part 2

Attorney Jessica Greene of Keystone Elder Law, David Wagner of Capital Wealth Management and Kellie Fogarty of Regional Financial Security Agency will present Part 2 of a 3 part series that covers the nuts and bolts of Aging, from the basics of estate planning, financial management and Medicare Enrollment to preserving assets from a nursing home, making sure you have enough money in retirement and changing Medicare Plans

Seminar 2 will include how to navigate the Medicare website, explaining different kinds of trusts and their purposes, and general financial management to reach your goals

Tags: Seniors, Retirement, Estate Planning, Financial Management, Medicare

Posted By: Keystone Elder Law




Event Details

Date: May 17, 2018
Time: 7:00pm - 9:00pm

Location:
Keystone Elder Law
555 Gettysburg Pike, Suite B 300
Mechanicsburg, Pennsylvania 17055

website

Contact:
Maryanne Kastriba
717.697.3223
maryanne@keystoneelderlaw.com


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Share This Event
  • Visit Website
    Call Salon 717-766-6330 or text 717-645-2762 to schedule your next appointment with Judith.

  • Visit Website
    Cell Phone One-Stop Shop
    All SMART phones
    717-502-6290

  • Visit Website
    Check out our Indoor Golf Simulator. Makes great Father's Day and Graduation gifts, gift certificates available in any amount.

  • Visit Website
    Your FIRST STEP to healthy living! Click here for your FREE PASS coupon!

More About this Event Poster: Keystone Elder Law

Our personal life experiences have prepared and motivated us to serve as your guides and advocates. If you are still healthy, we can help you establish your options and get comfortably prepared for the future. Most of us hope to pass peacefully, when the time comes, in the comfort of our homes, surrounded by memories and loved ones. This requires significant advance planning; we take inventory of the specifics of your assets, age and health, projected retirement income, any veteran’s status, and your preferences, comparing your profile with statistical probabilities and our knowledge of national trends and local options. This helps us develop a plan of realistic options for you. Our strategic work to preserve your wealth and independence is supplemental to a qualified financial planner; we prefer to function as team members with your financial planner and accountant. If you are a caregiver of an older loved one, you probably have questions about what care options could be considered or how you can pay for necessary care while preserving family assets and avoiding personal responsibility. Our staff understands the stress that comes with your devotion. Through the combined efforts of experienced attorneys and accredited elder care coordinators, we help our clients not only preserve family wealth but also live with dignity. We’ve been in your situation and understand what you’re going through.

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