This Class consists of 4 classes one on navigating the health care system, second on Senior living options from saying at home to moving to a community -- buying vs rental, third we discuss Medicare and the pros and cons of traditional vs advantage programs and finally we walk through all the documents you need while living and then after your death and finish up with a discussion on the different ways to pay for long-term care. The format is set as a family talk so you will take the knowledge and share it will your loved ones so they know what you want.

This class will help guide you along the path to and through retirement. We'll go through the process to identify retirement needs and develop strategies to prepare for and live the retirement life you want. We'll discuss tradeoffs between risk and return, portfolio transition and the different tax treatments of specific investments and account types. Discussions on social security, Medicare, life insurance and estate planning will also be included. Regardless of where you are financially, what age you are, or where you are in your retirement planning/living, you need to seriously address your retirement income longevity. Topics covered will be: positioning of your portfolio while working, then as you near retirement and then positioning in retirement; where to get income, how much do you need, reliance rate vs withdrawal rate, portfolio transitioning, rethinking old adages, Medicare, Social Security, Estate Planning, tax consequences of specific investments and account types, legacy planning.

How generational planning is replacing traditional, stuffy estate planning - What happens when a legacy isn't planned - How legacy planning can be a meaningful even fun process - How to plan for sudden incapacity - The importance of expressing your wishes and conveying your values - How to successfully transfer your wealth, tangible and intangible - A six-step process to start leaving your mark on the next generation.

Knowledge is Power and your best investment is Knowledge!  Understanding how investments work and what your investments are, helps you maintain financial control. But who wants to attend a dull, monotone hour of 4 syllable words and run-on descriptions of Wall Street mumbo-jumbo!? No one!! Financial presentations should be engaging. Attendees should feel comfortable, and there should be laughter. Most importantly, everyone should leave with significant understanding and actionable items that they can use to improve their financial well being. Learn the basics of investing in a fun, easily understandable class presented by experienced Financial Advisor Angela Tacco. Come expand your mind, learn clear definitions to financial jargon and get real life answers to your financial questions. This is a good precursor to the class "Retirement 101".