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Creating Active Retirement Years - Fall 2015

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50 September-December 2015 Cary Senior Center Resources for Seniors PROTECTION OF ASSETS AGAINST NURSING HOME COSTS Learn how to protect your home and savings from nursing home costs. We will cover Medicaid planning and V.A. benefits. Presented by Kevin Huston, Elder and V.A. accredited Attorney with Carolina Estate Counsel Law Firm. 86843 Thu Oct 8 1:30- 2:30 p.m. LONG TERM CARE This class is designed to help you better understand the many issues surrounding long- term care and the importance of knowing the latest government and private sector solutions. Gain insights and learn surprising new ways to avoid a nursing home. Presented by Brian DeBruin, Investment Rep., Asset Protectors and Advisors. 86841 Thu Oct 15 9:30-10:30 a.m. STOCK TRADING MADE SIMPLE Learn stock trading techniques geared to preserve capital and trade in cycles for incremental gains. Presented by Victor Buenconsejo, international publisher and small trade expert. 86844 Fri Oct 30 9:30-11 a.m. RETIREMENT PLAN DISTRIBUTIONS (RMD'S) Strategies will be discussed that allow you to take money out of your retirement accounts while maintaining financial flexibility. Plan distribution choices will be compared to help make informed decisions. Presented by Benjamin Kadlec, Financial Advisor, Legacy Wealth Strategies. 86845 Fri Nov 13 9:30-10:30 a.m. HEALTHY, WEALTHY AND WISE Learn steps to plan for a healthy, wealthy future and plan a vision that inspires you. Presented by Julie Alexander, NP and Jessica Lee, Financial Advisor with JBL Financial Group. 86846 Thu Dec 17 9:30-10:30 a.m. Financial Seminars Your financial wellness is something that can always improve! This investment in time is an investment in your future! Location: Classroom 302 LIFE TIME INCOME Presenters will discuss the importance of having guaranteed lifetime income while taking longevity risk away. Presented by Fred and Erick Barone of Barone Financial Group. 86838 Fri Sep 4 9:30-10:30 a.m. MEDICARE 101 Medicare basics explained from when and how to apply to types and kinds of coverage. Presented by Barry Mowbray, NC Dept. Insurance, Senior Health Insurance Information Program (SHIIP). 86839 Thu Sep 10 10 a.m.-noon TAX FREE INVESTING Consider your investment style, along with legacy, estate distribution and tax management needs, as you plan to protect and enjoy your retirement portfolio. Presented by Jim Wyland, Financial Advisor, Edward Jones. 86840 Fri Sep 25 9:30-10:30 a.m. YOU'RE DONATING YOUR MONEY TO WHO? Make your donations count. We all get solicited to donate our money to 'good causes'. Do you know where your money is going? Is it actually going to a good cause or to robo- callers or perhaps to highly paid executives at nonprofit firms? This course will show you how to use online resources to help you make an informed donor decision. You will also learn how to reduce unwanted solicitations by phone or postal mail. Presented by Jim Williford, Retired CFO. 86842 Fri Oct 2 1- 2 p.m. FREE!

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