Medicaid Planning for Financial Planners

Medicaid is complicated! This one-hour session, designed specifically for financial planners, features Dennison Keller discussing key Medicaid planning strategies. Topics include Medicaid eligibility, available exemptions, how to protect Traditional and Roth IRAs, the Medicaid spend down process, and why annuitizing assets can be a costly error. Dennison Keller will also explore how to use trusts…

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Active Aging for Brain Health

This workshop will emphasize maintaining cognitive vitality throughout life. It involves engaging in activities that stimulate the brain, such as learning a new skill or solving a puzzle, alongside staying physically active. Brain health also includes eating a balanced diet, staying hydrated, and fostering social connections to reduce the risk of cognitive decline and promote…

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Essentials of Elder Law

Join us to learn more about the Essentials of Elder Law. Eva Hager will discuss the elder care continuum, the purpose of a will, when a trust may be used, powers of attorney, the role of an elder law attorney, and more. This is a free learning session hosted at Twin Lakes. More information is…

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Alzheimer’s Association Expert Series Special Program

Dennison Keller will dive into the complexities associated with guardianships during this Expert Series hosted by the Alzheimer’s Association. Dennison will provide an overview of two types of guardianships, when a guardianship is needed, its advantages and disadvantages, and who can serve as a guardian. Dennison will also share where a guardian needs to live…

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Solo Ager Series

This event has been cancelled. We’re teaming up with Kendal at Home for a special series on solo aging—an important topic as more adults are growing older without traditional support systems.   This series explores what solo aging means, how to plan for future care, and practical solutions for common challenges. Whether you’re aging solo or…

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The Top 10 Mistakes Made on the Elder Care Continuum

We have the best intentions as we start planning for ourselves and/or our aging parents, but there are so many pieces to consider when actually executing a plan that protects your assets as well as your quality of life. Many mistakes are made along the way. In this presentation, we will focus on the most…

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Your Care, Your Way: Reviewing & Updating Healthcare Plans

As part of National Healthcare Decision Day, Eva Hager is teaming up with Kendal at Home to help individuals reflect on their healthcare wishes and discuss how to make sure those wishes are documented. Participants will learn why advance directives are so important, how to have important conversations with loved ones and clearly document their…

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