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.
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.
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.
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