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| Planning your Future…..Start Now! |
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| Part 1 |
Estate Planning |
Wednesday, August 19, 2009 |
| Part 2 |
Medicaid Planning |
Tuesday, September 16, 2009 |
| Part 3 |
Disability Planning/Special Needs |
Tuesday, October 21. 2009 |
| Part 4 |
Answering Your Retirement & Insurance Questions |
Wednesday, November 18, 2009 |
In this session:
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You'll Benefit By Learning
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- What happens if I die without a will?
- If I have a stroke and become incapacitated, who will take care of my affairs?
- How come when my Dad died, his will was never admitted to probate?
- Who takes care of my children if I am not around?
- How do I make sure that my health care wishes will be honored if I’m in a coma?
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Presenter
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Lisa Allen, Attorney
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This Course Is Intended For
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Anyone seeking assistance with estate planning
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| Date & Time |
Location |
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August 19, 2009
10:00 AM - 12:00 PM
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North Campus
210 Student Unioni
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In this session:
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You'll Benefit By Learning To
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- Will I lose my house if my spouse has to go into a nursing home?
- How will I pay for nursing home care if I can’t afford the premiums for long term care insurance?
- How do I protect my home and other assets for my children if I become chronically ill and medical expenses become overwhelming
- Why can’t I just give my money to my children if I need to qualify for Medicaid?
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Presenter
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Lisa Allen, Attorney
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This Course Is Intended For
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Anyone seeking assistance with medicaid planning
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| Date & Time |
Location |
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September 16, 2009
10:00 AM - 12:00 PM
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North Campus
210 Student Union
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In this session:
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You'll Benefit By Learning
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- How do I ensure that my child stays eligible for SSI and Medicaid if I die, and life insurance or part of my estate passes to him/her by reason of my death?
- I have heard that it is best not to leave any assets to an adult child with disabilities if he/she is receiving government benefits. Is this true?
- My son/daughter is going to be 18 soon. I have heard that I am going to have to go to court to be appointed his/her legal guardian. Why does a court have to be involved for me to become the guardian of my own child?
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Presenter
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Lisa Allen, Attorney
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This Course Is Intended For
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Anyone seeking assistance with disability planning/special needs
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| Date & Time |
Location |
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October 21, 2009
10:00 AM - 12:00 PM
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South Campus
339 Cary
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In this session:
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You'll Benefit By Learning
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- What is my risk? Are there types of risk, and how can I determine my own risk tolerance?
- What is asset allocation, and when should it change & when should it be kept the same?
- How much money will I need to retire? How much do I need to save today, to get there?
- What if my income stops tomorrow, due to a disability or death? What are my options for saving for my children’s education?
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Presenter
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Dan Kautz, Vice President, Independent Retirement Advisors, Ltd
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This Course Is Intended For
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Anyone seeking assistance with your financial health
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| Date & Time |
Location |
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November 18, 2009
10:00 AM - 12:00 PM
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North Campus
142 Crofts
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