Participants will learn the best time for 401K rollovers and how to avoid penalties. The instructor will discuss alternatives and the rules and regulations involved with 401K plans.

Our workshop extends beyond the limited boundaries of wills and trusts and empowers families to create a comprehensive plan for the future of their dependents with special needs. It will provide an understanding of the critical legal and financial elements needed to provide lifelong support for a loved one with special needs. It also provides a unique opportunity to learn from someone who has personal experience with these same issues.

Learn how to use trusts to avoid probate, minimize estate taxes, preserve IRA funds, provide for disabled family members, protect assets from Medicaid, and protect your estate from your children’s creditors. Plan and protect! Preserve control over your affairs during incapacity and avoid litigation and conservatorship. Topics to be covered include, but are not limited to, revocable living trusts, Irrevocable trusts, IRA trusts, special needs trusts, testamentary trusts, beneficiary designations, and new laws regarding Powers of Attorney

This workshop will provide a greater understanding of the various government benefits available to your loved one. It will discuss in detail how to qualify, maximize, and preserve benefits such as Supplemental Security Income (SSI), Social Security Disability (SSD), Medicaid, Medicare, and the ABLE Act.

Create a budget, save money more efficiently, and learn how to tackle debt.  By applying the principles of this class, you can achieve financial security. 

Learn the fundamentals and complexities of Medicare Parts A, B, C & D and more. Taught by trained, experienced and unbiased Counselors from the Western Connecticut Area Agency on Aging.

For those getting ready to retire, dicusses estimation retirement expenses and income, paying for healthcare and more.

Are you confused about recent changes and updates in Medicare? Do you feel overwhelmed? Let us educate and help you better understand the ever-changing world of Medicare and healthcare.