EVENTS & SEMINARS

If the COVID-19 Pandemic has taught us anything, it is the need to be prepared for the future, even unlikely events.

We invite you to join us for our FREE upcoming seminars and presentations on topics such as Get Your Ducks In A Row, Nursing Home Care, Estate Planning 101, Probate, and Trusts. Please see the descriptions below, register using the form on this page and contact us if you have any questions at all.

The Dementia Action Plan: 7  Critical Actions to Take is Case of Dementia with Kevin Jameson, Founder of Dementia Society of America

January 20, 2021 • 1:00 pm
attend virtually or in-person at the Sandusky Yacht Club

  • Enhance your Dementia education with helpful tips, solutions and services that impact the Dementia community. Learn the difference between Dementia and Alzheimer’s. Also learn: 
  • What is Dementia and how do you know if a loved one may have it?
  • Diagnosis of Dementia, the stages and early signs
  • Dementia risk factors
  • Can Dementia be prevented? Are there different types?
  • What financial and legal concerns should be addressed today?
  • Action steps to take sooner rather than later

The 7 Secrets You Need to Know… (to protect your home, your assets, and your family from the costs of long-term care)

January 26, 2021 • 1:00 pm
virtual only

Attend this webinar to learn:

  • How to protect your home and assets from the costs of long-term care
  • How to stay out of the nursing home and access in-home care
  • How to make sure your spouse is not left financially ruined if you need     nursing home care

…and MORE!

Get your Ducks in a Row – 9 Things you Need to Know for the 2nd Half of Life

February 3, 2021 • 2:00 pm -or- 6:00 pm
2:00 pm attend virtually or in-person at the Sandusky Yacht Club
6:00 pm virtual only

One of the biggest fears that many people have today is the fear of having their life savings wiped out if they end up in a nursing home. What a shame to see someone’s life savings of 30, 40 or 50 years wiped out in a matter of months. Whether you or a family member is in a crisis or not, it is important that you understand what you can do to protect your hard-earned assets! Most of the public does not yet realize that the laws on asset protection and long-term care planning changed. It is extremely important that you know about these changes and how they may affect your long-term care planning! 

  • How to avoid having your life savings wiped out by a nursing home spend down.
  • How the new law restricts protection of assets and the steps you should take now to protect your loved ones. The asset protection language that most people don’t have in their power of attorney documents, which can help protect their life’s savings.
  • How Medicaid works and the steps you need to take now to protect your family under the new rules.
  • How to protect assets even if a family member is already in a nursing home.
  • How to avoid government liens placed on a senior’s real estate.

Trusts 101: What Every Family Should Know about How Trusts Protect Wealth

February 10, 2021 • 1:00 pm
virtual only

  • The different types of trusts and why more families are choosing Trusts to protect what they have worked so hard for
  • Why gifting assets to loved ones outright in their own names can hurt them and you
  • How, without the proper planning, your assets could end up in the wrong hands
  • The bloodline protection and remarriage protection a Trust can provide
  • Why Trusts can be especially important if you have retirement plans/IRAs
  • Tax savings through Trusts
  • Why you need to protect your special needs loved one with a Special Needs Trust
  • Trust protection for family farms

Please register using the form below: