BuiltWithNOF
Class # 1: Protecting Your Assets: New Laws and Updates

Educational Classes on Long Term Care Planning

Planning for Longevity?

Because of today's medical science, we're all living longer lives. Long-term care issues are now the biggest threat to a successful retirement.

Get objective answers about the pros and cons of a variety of long-term care issues from this series of two local area Community Education classes.

Note: these five (5) classes are separate and independent.
One does not have to take “Class # 1” before taking “Class # 2, 3, 4 or 5”.

 

Class # 1: Protecting Your Assets: New Laws and Updates
Long-Term Care (LTC): Issues Discussed in Class # 1

  • Longevity issues (the impact of living longer . . .)
  • Caregiver issues (the physical, emotional costs of caregiving . . .)
  • Retirement / Financial issues (the impact on my retirement nest egg . . .)
  • Legislative issues (an update on the ever-changing NY and Federal tax laws
  • Understanding  Medicaid Estate Recovery and Medicaid’s look back period
  • New York State Long-Term Care Insurance Partnership Program
  • How to avoid Medicaid  spend down mistakes
  • What other Long Term Care Options available
  • Avoiding crisis planning
  • How to plan effectively in order to protect your assets, legacy and family while
  • maintaining eligibility for Medicaid
  • Community Education Programs Dates
    • September 16, 2013       6 to 8 pm   Pembroke High School
    • September 24, 2013       6 to  8 pm  West Seneca High School
    • September 30, 2013       6 to 8 pm   Grand Island High School
    • October 2, 2013              6 to 8 pm    Starpoint Middle school
    • October 16, 2013             6 to 8 pm   East Aurora  Middle School
    • November 5, 2013           6 to  8 pm  Springville High School
    • November 14, 2013        6 to 8 pm    Hamburg High School
    • March 10, 2014               6 to 8 pm    Pembroke High School
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    Class # 2 Long-Term Care Insurance – Does it make sense?


    Long-Term Care (LTC) Insurance: Questions Answered in Class # 2

    • Do I really need long-term care insurance? Why - or why not?
    • What are some reasons TO BUY & NOT TO BUY LTC insurance?
    • How can I compare policies on an “apples-to-apples” basis?
    • Where are the hidden “gotchas” / pitfalls lurking in the fine print?
    • What are the pros and cons of employer LTC group policies (like those offered by  
    • IBM, Mayo Clinic, Federal Gov’t, State of NY, school districts)
    • Wouldn’t I be better using my assets to pay for my long term care?
    • How to protect and not over resource your Special Needs Family member
    • Who should & who should not consider having long-term care insurance?
    • How to maintain security, lifestyle, happiness, piece of mind, comfort and freedom
    • How to plan effectively in order to protect your assets, legacy and family while maintaining eligibility for Medicaid
  • Community Education Programs Dates
    • September 23, 2013       6 to 8 pm   Pembroke High School
    • October 7, 2013              6 to 8 pm    Grand Island High School
    • October 9, 2013              6 to 8 pm    Starpoint Middle school
    • October 10, 2013             6 to 8 pm   West Seneca High School
    • October 23, 2013             6 to 8 pm   East Aurora  Middle School
    • November 12, 2013        6 to 8 pm   Springville High School
    • November 21, 2013        6 to 8 pm    Hamburg High School
    • March 20, 2014               6 to 8 pm   Pembroke High School
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    Class # 3 Protecting your most important asset: Your Family

    • Why a plan for extended care must be discussed with your financial professional
    • Developing a plan to protect your family and finances
    • What will pay for that plan
    • Give you insight into the consequences needing care over an extended period of years could have, not on you, but those you love
    • Speak to the consequences an extended care event will have on your best thought out retirement plan
    • Discuss the options for protecting both your family and finances should you need care
  • Education Program Dates

     

    August 12, 2013  6:00 pm to 7:00 pm Clarence Public Library

    August 21, 2013  10:00 am to 11:00 am Clarence Public Library

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Class # 4 Clarifying the Financial Picture

    Goal: Helping Real Estate agents understanding the finance effects of Long Term Care Events

    • Understanding the basics of Long Term Care Insurance
    • How to protect your Home as an Asset from Estate Recovery
    • Identify major Medicaid pitfalls
    • Key questions to ask your clients
    • Understanding Medicaid look back period
    • Help increase your knowledge and help educate your client on a Strong Financial Picture
  • Education Program Dates
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    August 13, 2013 9:30 am Century 21 Gold Standard East Aurora Office

    August 14, 2013 10:00 am Century 21 Gold Standard Williamsville Office

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Class # 5 Understanding Mobility and Medical Equipment

    Course Objectives

    • Help strengthen your staff knowledge of mobility and medical equipment
    • Helps reduce stress in your work environment
    • Learn new ideas to address specific needs of clients
    • The ability to have a more effective staff in helping special needs people and families with mobility and medical equipment needs
  • Video Conference date for New York State Office for People with Developmental Disabilities

    West Seneca

    Brooklyn

    September 19, 2013 9:00 am to 12:00 pm

     

    West Seneca Session date

    October 30, 2013     9:00 am to 12:00 pm

     

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