Legal & Financial

Secure Your Future: A 4-Week Financial Planning Series for Older Adults – Session 1

Taking Charge: Understanding Your Goals & Objectives Does the thought of financial planning feel overwhelming? You’re not alone. In this four-week basics series Secure Your Future, designed specifically for older adults, Benjamin James will draw from the valuable insights in his book, The Playbook: Fundamentals for the Financially Organized & Addressed. This clear and concise course […]

21 May

7:00 pm - 8:00 pm

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Secure Your Future: A 4-Week Financial Planning Series for Older Adults – Session 2

Build a Strong Foundation: Financial Statements Explained Does the thought of financial planning feel overwhelming? You’re not alone. In this four-week basics series, Secure Your Future, designed specifically for older adults, Benjamin James will draw from the valuable insights in his book, The Playbook: Fundamentals for the Financially Organized & Addressed. This clear and concise course […]

28 May

7:00 pm - 8:00 pm

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How to Plan for Long-Term Care, and How to Find and Access Care

Most people will need some kind of long-term care at some point. Unfortunately, it is ruinously expensive, and it’s not covered by Medicare or any other medical insurance. In New York, proper planning can protect your assets and your income, and can provide access to the Medicaid program, which does cover long-term care. Of course, […]

29 May

1:00 pm - 2:00 pm

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Secure Your Future: A 4-Week Financial Planning Series for Older Adults – Session 3

Protect Your Legacy: Essential Estate and Legal Documents Does the thought of financial planning feel overwhelming? You’re not alone. In this four-week basics series, Secure Your Future, designed specifically for older adults, Benjamin James will draw from the valuable insights in his book, The Playbook: Fundamentals for the Financially Organized & Addressed. This clear and concise […]

04 Jun

7:00 pm - 8:00 pm

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Secure Your Future: A 4-Week Financial Planning Series for Older Adults – Session 4

Safeguarding Your Assets & Streamlining Taxes: Insurance, Social Security & Tax Strategies Does the thought of financial planning feel overwhelming? You’re not alone. Secure Your Future is a 4-week basics series designed specifically for older adults, drawing from the valuable insights in Benjamin James’ The Playbook: Fundamentals for the Financially Organized & Addressed. This clear […]

11 Jun

7:00 pm - 8:00 pm

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Exploring Care and Support Services

Exploring Care and Support Services examines how best to prepare for future care decisions and changes, including respite care, residential care and end-of life care. Join PSS Circle of Care and Joon Her of the Alzheimer’s Association for this one-hour webinar where caregivers will receive valuable information on exploring care and support services.

20 Sep

10:00 am - 11:00 am

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