PROTECTING YOUR HOME, RETIREMENT & MONEY
Don’t let the cost of long-term care or healthcare threaten everything you’ve worked for. Join this powerful and eye-opening class to discover how to protect your home, retirement savings, and lifestyle from Medicaid recovery, nursing home expenses, and other financial risks
associated with aging. Les Robinson will break down complex Medicaid and estate planning topics into a simple, step-by-step process to help you succeed in securing your financial future. In this class, you’ll learn how to:
✅ Shield your home from Medicaid and nursing home seizure
✅ Protect your money using simple, effective strategies
✅ Properly structure your home for long-term care planning
✅ Create a personalized roadmap to avoid common pitfalls
✅ Prevent financial hardship for your spouse
✅ Preserve your legacy for children and grandchildren
✅ Mitigate longevity risks that could threaten your retirement
✅ Gain key insights for a secure and enjoyable retirement
✅ Prepare for both expected and unexpected life events
Empower yourself with proven strategies to take control of your financial future—before a crisis hits.
This is a must-attend event for anyone approaching retirement, already retired, or caring for aging loved ones.
Day & Time: Mon. 6:00– 7:30 p.m.
Date: 3/24
No. of Classes: 1
Fee: $5/couple
Room: High School: Room L6
Instructor: Lester Robinson, CLTC
PLAN SMART, RETIRE STRONG
Are you making the most of your retirement benefits? This informative seminar is designed to help you better understand how your 403(b), 401(k), and TSP plans work—and how they integrate with your estate plan, pension, and Social Security. Whether you’re just starting your career or approaching retirement, this session will provide practical tools and expert guidance to help you make confident, informed decisions about your
financial future. What you’ll gain from this seminar:
✅ A clearer understanding of your retirement plan options
✅ Insights into coordinating your 403(b), 401(k), or TSP with other benefits
✅ Steps to strengthen your estate and retirement planning
✅ Strategies to maximize your retirement income
✅ Confidence to make smart, long-term financial decisions
Don’t miss out—secure your spot today and start building the retirement you deserve!
Day & Time: Mon. 6:00 – 7:30 p.m.
Date: 4/13
No. of Classes: 1
Fee: $5/couple
Room: High School: Room 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. 6:00 p.m. - 7:30 p.m.
Date: 2/10
Day & Time: Tues. 6:30 p.m. - 8:00 p.m.
Date: 5/7
No. of Classes: 1
Fee: $5/couple
Room: High School: Room L6
Instructor: Kathleen M. Flynn, CLTC, MBA
UNDERSTANDING YOUR IRA OPPORTUNITIES ~ NEW
Things have been changing dramatically, and there are many opportunities to aid in your retirement planning. In this educational presentation, we’ll discuss:
IRA types and contribution limits (catch-up too)
Traditional IRA vs Roth IRA and how to convert
Changes to Retirement Plans for 2026
Savers Credit and tax deduction limits
Withdrawals from Traditional and Roth IRAs
Rollovers and Transfers
Kathleen Flynn, MBA, CLTC® is a Financial Advisor with New York Life Securities and Eagle Strategies. She’s been practicing in the field for over 15 years.
Day & Time: Tues. 6:00– 8:00 p.m.
Date: 3/24
No. of Classes: 1
Fee: $5/couple
Room: High School: Room L6
Instructor: Kathleen M. Flynn, CLTC, MBA, Fin Ad