Wealth Channel
This content is provided for general informational purposes only and is not to be considered legal, financial or health advice. Consult with you legal, financial, healthcare, or other service providers before taking action based on this information.
Navigating the Medicare Appeals Process
People with Medicare have the right to appeal a decision about their coverage or payment of services. But, navigating the appeals process can be daunting. Join this webinar to learn about the appeals process for Medicare coverage and payments.
Melissa Allen
Associate Attorney
McCool Law, PLLC
October 20, 2022
Medicare Information and Assistance
Senior Health Insurance Benefits Advisors (SHIBA) offers free, unbiased Medicare benefits information and assistance through workshops, group presentations and personal counseling. Learn more about accessing these important benefits.
Brad Talbutt
Senior Health Insurance
Benefits Advisors
October 4, 2022
Signs of a Scam
Romance scams, imposter scams, lottery scams…there are so many different scams it can seem overwhelming. But scammers use the same tricks over and over. Join us for a presentation by the Office of the Idaho Attorney General’s Consumer Protection Division and learn how to spot the signs of a scam.
Rachelle Littau
Consumer Specialist
Office of the Idaho Attorney General
September 20, 2022
Responding to Elder Financial Abuse
The financial exploitation of vulnerable adults is a growing problem, and financial abuse can be more difficult to detect than physical abuse or neglect. Learn about the legal tools available to recover property and obtain justice.
Corey R. McCool
Attorney at Law
McCool Law PLLC
July 14, 2022
Navigating Your Path to Retirement
Are you preparing for retirement right now? You should be! Watch this session to explore tools and behaviors than can help you or hinder you in your preparation for retirement.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Boise Retirement Coach and Cambridge Investment Research, Inc. are not affiliated.
Peggy Farnworth, CPA, CFP, CSA
Boise Retirement Coach
June 16, 2022
Elder Abuse Awareness & Prevention
Each year, hundreds of thousands of adults over the age of 60 are abused, neglected, or financially exploited. Join us to learn the signs and types of abuse and what you can do to help protect vulnerable adults.
Alyssa Groen
Nampa Family Justice Center
June 7, 2022
Trusts, Conservatorships & Fiduciary Responsibility
The goal of palliative care is to improve the quality of life for both patients and their families. Join us to learn about this specialized type of medical care that focuses on providing patients of any age and at any stage of a serious illness with relief from pain, stress, and symptoms.
Paul Seideman, NCG
TrESCo of Idaho
May 5, 2022
The Art of Long-Term Care Planning
The best time to make a plan is before you need it!
– What is Long Term Care?
– Does Medicare cover Long Term Care?
– How will my family take care of me?
Medicaid programs have more demand than funding, and the need for long-term care is increasing.
This session will also explore expectations for the future of long-term care insurance in Idaho and lessons learned from the Washington State long-term care mandate.
Don Azevedo, PMP
New York Life Insurance Company
March 15, 2022
7 Habits of Highly Effective Retirees
Gain the confidence, control, and relief that comes with knowing you’ve done all you can to optimize the rest of your life! Join us to learn how to:
– Identify the 7 prevailing assumptions that lead to a series of disappointments in retirement.
– Make the toughest decisions before crises compel the decisions under duress.
– Establish an accountability team of Loved Ones and professionals so you can maintain control and harmony through your sunset years.
Social Security 101
Social Security is a complex benefit that often represents the majority of your retirement income. Attend this session to learn how the monthly program works and what you can do to fully understand the optimize your benefits.
Understanding Reverse Mortgages
Watch this presentation to learn how homeowners over 62 can convert home equity into cash income with no monthly mortgage payment to help finance their retirement and long term needs.
Estate Planning Made Easy
Learn the process of planning for you legacy by arranging for the management and disposal of your assets at the end of life.
Carly Ward, JD
Idaho Estate Planning
August 20, 2021
Trends in Consumer Fraud: AARP Fraud Watch Network
Jay Haapala
AARP Fraud Watch Network
August 15, 2021
The Value of a Senior Real Estate Specialist (SRES)
Mary Holden, SRES
Red Pheasant Realty
July 9, 2021
Donna Rogers, SRES
Idaho Living Realty
July 9, 2021
Medicare / Medicaid Coordinated Plans in Idaho
Kristen Tracy, LSW
Blue Cross of Idaho
July 13, 2021
Medicaid & VA Benefits to Pay for Long Term Care
David Wilson, JD
Ahrens DeAngeli Law Group
June 13, 2021
Understanding Long -Term Care Insurance
Don Levin, CLF, CSA
PNW Insurance Services
May 24, 2021