Personal Advancement >> Money Matters

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This class will introduce you to myths and facts about Medicaid qualification for long term care. When long term care in a nursing home is needed it is possible to preserve the majority of your assets and still qualify for nursing home benefits. Spend down can be stopped. A person with more than $2,000 in assets can qualify for Medicaid benefits. Even if income is above the Medicaid limit a specific trust can be created to help with income qualification.

1 session

Instructor : Ed Marcum 

Weekly - Tue 4:30 PM - 6:00 PM (5/10/2016-5/10/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Rm. C/D

Start date: 05/10/16

Tuition:$15.00



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Are you tired of paying property taxes? Are you over 65? Do you own and occupy your home? Come learn a little known program that can defer your property taxes and potentially increase the money you leave to your family or favorite charities. This little known, perfectly legal tax code, can make a huge difference to your family legacy. In one short hour, see if this can work for you.

1 session

Instructor : Stephen Foley 

Weekly - Thu 5:30 PM - 7:00 PM (5/12/2016-5/12/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  conf rm

Start date: 05/12/16

Tuition:$15.00



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It's a topic people tend to put off or ignore, but one of the most important things you can do is to develop a sound estate plan. Doing so lets you take a giant step toward a more secure future for yourself and generations to come. Understand the basic tools available to meet personal and family objectives related to transfer of assets during life or at death, including the use of living trusts, powers of attorney, and directives to avoid probate and/or guardianship.

1 session

Instructor : Lyle Wood 

Weekly -Tue 6:00 PM - 8:00 PM (05/17/2016 - 05/17/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  conf rm

Start date: 05/17/16

Tuition:$15.00



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This class will introduce you to myths and facts about Medicaid qualification for long term care. When long term care in a nursing home is needed it is possible to preserve the majority of your assets and still qualify for nursing home benefits. Spend down can be stopped. A person with more than $2,000 in assets can qualify for Medicaid benefits. Even if income is above the Medicaid limit a specific trust can be created to help with income qualification.

1 session

Instructor : Ed Marcum 

Weekly - Tue 4:30 PM - 6:00 PM (6/14/2016-6/14/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 06/14/16

Tuition:$15.00



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Do you own personal life insurance? What about life insurance for your business? Are annuities the foundation of your long term savings? Do these financial products even show up on your RADAR? Let's move away from the "watercooler group think" that tells us that only investments and banking products have a place in a financial plan. Guarantees, dollars for your heirs and/or partners when most sorely needed, lifetime income and more benefits are always in fashion. This course is a Q&A format, so bring your questions and get some answers.

1 session

Instructor : Paul Piche 

Weekly - Thu 6:30 PM - 8:00 PM (6/16/2016-6/16/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  conf rm

Start date: 06/16/16

Tuition:$15.00



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Come learn the latest information on what is covered by Parts A,B,C,D and supplements(medigaps).

1 session

Instructor : Stephen Bradley 

Weekly - Mon 5:30 PM - 7:00 PM (6/20/2016-6/20/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 06/20/16

Tuition:$15.00



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This class will introduce you to myths and facts about Medicaid qualification for long term care. When long term care in a nursing home is needed it is possible to preserve the majority of your assets and still qualify for nursing home benefits. Spend down can be stopped. A person with more than $2,000 in assets can qualify for Medicaid benefits. Even if income is above the Medicaid limit a specific trust can be created to help with income qualification.

1 session

Instructor : Ed Marcum 

Weekly - Tue 4:30 PM - 6:00 PM (7/12/2016-7/12/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Rm C

Start date: 07/12/16

Tuition:$15.00



View Details »
Do you own personal life insurance? What about life insurance for your business? Are annuities the foundation of your long term savings? Do these financial products even show up on your RADAR? Let's move away from the "watercooler group think" that tells us that only investments and banking products have a place in a financial plan. Guarantees, dollars for your heirs and/or partners when most sorely needed, lifetime income and more benefits are always in fashion. This course is a Q&A format, so bring your questions and get some answers.

1 session

Instructor : Paul Piche 

Weekly - Thu 6:30 PM - 8:00 PM (7/14/2016-7/14/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  conf rm

Start date: 07/14/16

Tuition:$15.00



View Details »
This class will introduce you to myths and facts about Medicaid qualification for long term care. When long term care in a nursing home is needed it is possible to preserve the majority of your assets and still qualify for nursing home benefits. Spend down can be stopped. A person with more than $2,000 in assets can qualify for Medicaid benefits. Even if income is above the Medicaid limit a specific trust can be created to help with income qualification.

1 session

Instructor : Ed Marcum 

Weekly - Tue 4:30 PM - 6:00 PM (8/9/2016-8/9/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  Conf Rm

Start date: 08/09/16

Tuition:$15.00



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This course will provide a look at the basics of retirement planning by looking at the framework of how our retirement plans are pieced together with government benefits, pension plans and personal savings. A look at the financial products generally available for retirement planning; including the shortcomings and potentials of each are highlighted. Also included is a framework for how your retirement planning should be addressed. This course will be conversational in nature so questions are encouraged.

1 session

Instructor : Paul Piche 

Weekly - Thu 6:30 PM - 8:30 PM (8/11/2016-8/11/2016)

Location : Dietert Center Location : 
  Dietert Center.

Room :  conf rm

Start date: 08/11/16

Tuition:$15.00



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