Financial Planning Series

Start the new year off with a Member and Family Forum about Financial Planning, featuring James Traylor.

Session One: Navigating and Maximizing Benefits

Online Thursday, January 16, 2025, from 5:30-6:50 p.m.

Gain a basic level of understanding of government benefits and how to maximize them.

פאַרשרייַבן

Session Two: Documenting Your Plan

Online Thursday, February 13, 2025, from 5:30-6:50 p.m.

Understanding the role legal work plays is an important part of long-term planning. In this session, you will walk away with an overview of the basics on how to structure your wishes and create a plan for your loved one.

פאַרשרייַבן

Session Three: Building the Team

Online Thursday, March 13, 2025, from 5:30-6:50 p.m.

Who will be there for your loved one in the future? Creating your team starts today. Learn the differences between guardians, health care proxies, rep payees, and trustees.

פאַרשרייַבן

פראגעס? קאָנטאַקט מיטגליד רעלאַטיאָנס .

איבערזעצונגען בנימצא

פאַקטיש-צייט געשריבן איבערזעצונגען אין שפּאַניש, סימפּלאַפייד כינעזיש, טראדיציאנעלן כינעזיש און אנדערע שפּראַכן וועט זיין צוגעשטעלט.
טראַדיציאָנעל עסקריטאַ און פאַקטיש דיספּאָוזאַבאַל אין ספּאַין.
提供中文实时书面翻译。
提供中文實時書面翻譯。