STRATEGIES FOR SUCCESSFUL AGING & RETIREMENT
Understanding the issues and impact on your Money, Income and Home of Medicaid & Nursing Home Risks
Understanding the effects of Market downturn and inflation on Retirement and Care
Evaluating the impact extra fees will have on Retirement and your Care Plans
Learn about Tax saving on Retirement and Plan of Care
Understanding the financial impact of your plan on your spouse, children, and grandchildren
Learn how to develop a comprehensive and successful plan for your Money and Care
Longevity insights for enhanced Retirement
Plan for the expected and unexpected in your life
Class taught by Les Robinson CLTC Author: Protecting your Money from Medicaid and Nursing Home Event
Day & Time: Mon. 6:00 p.m. - 7:30 p.m.
Dates: 11/24
No. of classes: 1
Fee: $5/couple
Room: High School - L6
Instructors: Lester Robinson, CLTC
BUILDING A STRONG 403B
Are you making the most of your retirement benefits?
This informative seminar is designed just for Starpoint School District employees. It will help you better understand your 403(b) plan and how it works with your pension and Social Security. Whether you’re just starting your career or nearing retirement, this session will give you practical tools and guidance to make confident, informed decisions about your financial future. Don't miss out—secure your spot today and start building the retirement you deserve!
Day & Time: Thurs. 6:00 – 7:30 p.m.
Date: 11/17
No. of Classes: 1
Fee: $5/couple
Room: High School - L6
Instructor: Lester Robinson, CLTC
UNDERSTANDING MEDICARE CHANGES AND OPTIONS (NEW)
If you are enrolled in Medicare, or eligible for Medicare – you have more options than you think! 2025 has been a year of changes in coverage, benefits, formularies, and ways to pay for prescriptions. This is an educational seminar where you will learn all about enrollment periods, Original Medicare, understand Supplements, Prescription Plans and Medicare Advantage. You will receive a free educational guide and review tools and resources to help you understand the coverage that may be right for you. This is particularly beneficial for those just getting started with Medicare, leaving an employer or individual plan and needing to enroll in Part B through Social Security. It may be helpful to bring your list of prescriptions and physicians. This event is only for educational purposes and no plan specific benefits or details will be shared.
Day & Time: Tues. 6:30 p.m. - 8:00 p.m.
Date: 10/2
No. of Classes: 1
Fee: $5/couple
Room: High School - L6
Instructor: Kathleen M. Flynn, CLTC, MBA
DEVELOPING A PLAN FOR LONG TERM CARE
The right long-term care plan can help safeguard your family, your savings, your retirement–and your peace of mind. During this session we will explain in plain, easy-to-understand language the latest information about long-term care, including:
What’s covered and not covered by government programs
How much long-term care services cost in our area
Where long-term care is being delivered (it’s probably not where you think), and much more! By the end of this session you’ll have a personalized long-term care plan, and you’ll have gained valuable knowledge that can help you prepare for the future.
Day & Time: Thurs. 6:30 p.m. - 8:00 p.m.
Date: 9/25
No. of Classes: 1
Fee: $5/couple
Room: High School - L6
Instructor: Kathleen M. Flynn, CLTC, MBA
ESTATE PLANNING 101
During this workshop, we’ll discuss basic fundamentals of estate planning. Topics covered include: Common estate planning terms and definitions, essential estate planning documents, tips to avoiding probate, estate and gift taxation and much more.
Day & Time: Thurs. 6:30– 8:00 p.m.
Date: 10/9
No. of Classes: 1
Fee: $5/couple
Room: High School - L6
Instructor: Kathleen M. Flynn, CLTC, MBA, Fin Ad