Webinars

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…

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…