Advanced Medicare

Created: Business to Individual

Medicare 201 Advanced information on Medicare Parts A, B and C, Medicare D (Rx) programs and a brief overview of Medicaid. Discussion and information on how and when to enroll and how it works with supplemental insurance. Learn important skills from a licensed broker to navigate drug formularies, provider networks, Medicare Advantage, Prescription Drug Programs (MA-PDP) and Medicare Supplement/Medigap plans.

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Consumerism, Health Savings Accounts (HSAs) and the American Way

Created: Business to Individual

The Medical IRA: Why Health Savings Accounts (HSAs) are the Best Thing Since Sliced Bread Why do Health Savings Accounts (HSAs) make so much sense? Because this health insurance plan rewards you when you use it, and when you don’t. Unlike flexible spending accounts (FSAs), you don’t forfeit your funds at the end of a specified time period. HSAs compliment

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Employee Education and Engagement Understanding Your Health Insurance Benefits

Created: Business to Individual

Health Insurance Basics: Join us as we demystify health insurance and learn to better understand our current benefits and take an active role in our health plan. We will explore how to read the Explanation of Benefits (EOB), how to calculate our maximum out of pocket, how to become a better consumer and how to understand what is covered and

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Income Tax Preparation and Strategies

Created: Business to Business

Whether you prepare your own taxes or have someone prepare them for you, this program will provide valuable information to help you get a better understanding of your taxes.

QuickBooks Basics

Created: Business to Business

This is a basic overview of accounting principles and how you can utilize QuickBooks for your business to bill customers, pay vendor bills, maintain your bank accounts and analyze your financial data using the reporting features.

Estate Planning for Moms and Dads

Created: Business to Individual

Did you know that if parents don’t name a guardian for their children that the court would decide who raises the kids if mom and dad die? What if the kids are with a babysitter and mom and dad are in an accident? Is anyone legally authorized to care for the children, or might they have to stay with Children’s

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Five Critical Documents for the 18-Year-Old

Created: Business to Individual

You may have a rock-solid estate plan in place, but what about your newly-minted 18-year-old? Did you know that if your “child” does not sign legal documents upon reaching 18 that you no longer have the ability to make decisions for them or even be informed of their condition if there is a medical emergency? This program discusses the five

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Probate Primer

Created: Business to Individual

An explanation of the basic steps of the probate process intended to give a general idea of what the executor will be responsible for handling. The program begins with a discussion of probate v. non-probate assets, then moves to the role wills play in the probate process. Then, a description of the main steps of probate including some of the

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How to Protect Your Assets from Nursing Home Costs

Created: Business to Individual

Building upon the information provided in “Estate Planning Essentials,” this program covers Medicaid, VA Aid and Attendance Pension for wartime veterans or surviving spouses of wartime veterans, and long-term care insurance.

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