Our workshop extends beyond the limited boundaries of wills and trusts and empowers families to create a comprehensive plan for the future of their dependents with special needs. It will provide an understanding of the critical legal and financial elements needed to provide lifelong support for a loved one with special needs. It also provides a unique opportunity to learn from someone who has personal experience with these same issues.

This workshop will provide a greater understanding of the various government benefits available to your loved one. It will discuss in detail how to qualify, maximize, and preserve benefits such as Supplemental Security Income (SSI), Social Security Disability (SSD), Medicaid, Medicare, and the ABLE Act.

Gain insight into the optimal timing for 401K rollovers and strategies to avoid penalties. This course will cover alternative options as well as the rules and regulations associated with 401K plans.

This course addresses the retirement planning process and covers the impact of inflation, taxes, investment basics, types of retirement plans, insurance and estate issues.

Learn the fundamentals and complexities of Medicare Parts A, B, C & D and more. Taught by trained, experienced and unbiased Counselors from the Western Connecticut Area Agency on Aging.

Designed for those preparing for retirement, this course will cover topics such as estimating retirement expenses and income, paying for healthcare, converting savings into income, and creating a spending plan.

Are you confused about recent changes and updates to Medicare? Let us guide you in navigating and understanding the ever-changing world of Medicare and healthcare. J

Learn how to use trusts to avoid probate, minimize estate taxes, preserve IRA funds, provide for disabled family members, protect assets from Medicaid, and protect your estate from your children’s creditors. Plan and protect! Preserve control over your affairs during incapacity and avoid litigation and conservatorship. Topics to be covered include, but are not limited to, revocable living trusts, Irrevocable trusts, IRA trusts, special needs trusts, testamentary trusts, beneficiary designations, and new laws regarding Powers of Attorney