Channel – Wealth

Content is provided for general informational purposes only and is not to be considered legal, financial or health advice.
Consult with your legal, financial, healthcare, or other service providers before taking action based on this information.

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Executors play a pivotal role in estate planning and management, a task that encompasses legal, financial, and emotional challenges. From the immediate aftermath of death, dealing with body disposition and securing property, to the complexities of asset distribution and closing the estate, this talk unpacks the executor’s journey. It highlights the practical steps involved, the potential for family disputes, and the emotional toll on the executor.

Rachel Donnelly

After Light
Spring 2024

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Discover the benefits of the HECM Reverse Mortgage Line of Credit for and identify the many ways the funds from the HECM Reverse Mortgage Line of Credit can be used.

Karen Keyser

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Are you or a loved one navigating the complexities of managing bills and other financial tasks in your golden years? Join us for an enlightening presentation on the invaluable role of a Daily Money Manager for older adults.

Elizabeth A. Edwards

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70% of Americans age 65+ that will need some type of long-term care in their remaining years. Learn how a long-term care strategy can help you protect your retirement, protect your family and take control of your future care needs.

Don Azevedo

New York Life
August 2023

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There are many common misconceptions about reverse mortgages. This session dispels the top 10 myths about reverse mortgages and explains how these specialty mortgages can be a valuable tool for seniors to access their home equity while maintaining their independence and financial stability.

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Mediation for Managing Contentious Family Dynamics in Elder Care

Certified Mediator, Sheldon Forehand, introduces the concept of mediation and explained the role and value of mediation in managing contentious family dynamics in elder care.

Sheldon L. Forehand

Professional Mediator
Forehand Mediation
July 13, 2023

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Applying for adult disability services can be an overwhelming process. Watch part 1 in this 2 part series to learn more about qualifying conditions or diagnoses, entitlements versus needs-based programs, and the 3 types of benefits available for adults with disabilities.

Mary K. Spears

Support Broker
Spring 2023

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When you are applying for adult disability services, it is critical to understand the difference between the Aged & Disabled Waiver and the Developmental Disability Waiver. Watch part 2 in this 2-part series to learn which waiver applies to your situation and what the eligibility criteria and requirements are for each.

Mary K. Spears

Support Broker
Spring 2023

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This video explains how Medicare Fraud and Abuse can affect you and the three easy steps you can take to prevent fraud and abuse.

December 2022

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Supporting the cost of aging and caring is a tough challenge in need of collaborative solutions. Watch this recording to learn why long-term care is so expensive and tough to pay for and what personal and public resources may be available to help with the cost of care.

Kimberly Whiter, Ed.D.

Elder Care Solutions
January 12, 2023

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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

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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

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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

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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

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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

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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

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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

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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

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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.

Garth Hassel, RICP

Sound Mind Care, LLC
February 2, 2022

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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.

Peggy Farnworth, CPA

Boise retirement Coach
October 8, 2021

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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.

Shain Urwin

C2 Financial
September 24, 2021

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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

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Trends in Consumer Fraud: AARP Fraud Watch Network

Jay Haapala

AARP Fraud Watch Network
August 15, 2021

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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

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ABC's and D's of Medicare

Teresa McCully

The Shandro Group
July 13, 2021

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Medicare / Medicaid Coordinated Plans in Idaho

Kristen Tracy, LSW

Blue Cross of Idaho
July 13, 2021

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Medicaid & VA Benefits to Pay for Long Term Care

David Wilson, JD

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Understanding Long -Term Care Insurance

Don Levin, CLF, CSA

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