Social Security and Medicare Planning

Created: Business to Individual

Have you ever wanted to know the best time to begin Social Security payments; how spousal benefits work; what is included in Medicare benefits or how to navigate the many available options; what does Medicaid cover & who is eligible or how an insurance policy works? This program will provide an overview and address frequently asked questions relating to Social

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Financial Planning for Long Term Care

Created: Business to Individual

This program is designed to help individuals and families develop a plan in the event a family member requires long term care assistance.  Long term care can devastate a family emotionally, physically and financially and long term care service are not typically paid from one’s health insurance policy or Medicare. The program will explore the various options to finance long

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Understanding and Organizing Your Vital Documents

Created: Business to Individual

This program will help individuals understand and organize their important papers and vital documents including Will, Trusts, Powers of Attorney, Health Care Directives, Insurance Contracts, Deeds, Mortgages, Brokerage Statements, etc. Discussion will include what these documents do and how they should be written.

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Medicare Planning

Created: Business to Individual

Basic information on Medicare, Medicare D programs, Medicaid. Discussion and information on how to get it, how it works with supplemental insurance and changes.

Social Security Planning

Created: Business to Individual

As you near retirement, one of the biggest financial decisions you’ll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it’s important to take the time to explore your options and make an informed, well-reasoned decision In this

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Secretary - Jerry Snyder

copecmin

Jerry Snyder graduated from Ohio University with a B.S. degree in communications and a Minor in Business Administration. He later earned his MBA with emphasis in personal finance from Xavier University. Over the course of his career, Jerry has attained his Certified Financial Planning (CFP®) credentials and maintains active membership in the Financial Planning Association (FPA). Jerry is a member