To age well, you must proactively plan for your future by establishing clear estate planning documents, understanding Medicare and long-term costs.

Legal and Estate Planning: Participants will learn how to structure critical estate documents – including Wills, Trusts, Powers of Attorneys, and Advance Directives.

Financial: Learn practical strategies for financing retirement and long-term care by identifying sustainable income, improving tax efficiency, managing healthcare costs, and protecting assets throughout retirement.

Insurance: Learn how Medicare works, what it does and does not cover, and why long-term care planning is becoming one of the most important parts of retirement preparation.

This session will help attendees understand how healthcare decisions today can impact financial security tomorrow.