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.
Watch this video for an overview of the things you should consider to determine how much money you will need to save to be able to live well in retirement.
Sherri French Waddell
Licensed Insurance Agent
Waddell Enterprises
May 2025
Feature Article
Peggy L. Farnworth, CPA, CFP, CSA
Wealth Video Library
This Medicare program overview and 2025 update is provided by Senior Health Insurance Benefits Advisors (SHIBA). SHIBA is a program of the Idaho Department of Insurance that provides free Medicare counseling and assistance to seniors.
Brad Talbutt
Certified Medicare Counselor
SHIBA
January 2025
Charitable giving positively impacts individuals, communities, and society at large. Beyond its emotional rewards, it can offer practical advantages, such as tax benefits and opportunities for meaningful connections. Ultimately, charitable giving transforms lives—not only those who receive but also those who give.
Peggy L. Farnworth, CPA, CFP, CSA
Fall 2024
Designing sustainable retirement income demands attention to relationships as well as to money. Which relationships? When? Why? Some are obvious. Others lurk in blind spots. Challenge key assumptions that you might not be willing to live with. See how to prioritize financial strategies for structuring reliable–while not restrictive–retirement income.
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
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
The Funding Master
Fall 2023
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
Black Swan Money Management
October 2023
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
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.
Steve Cox
Cross Country Mortgage
Summer 2023
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
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
My Do-DAD
Spring 2023
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
My Do-DAD
Spring 2023
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
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
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.
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
Medicaid & VA Benefits to Pay for Long Term Care
David Wilson, JD
Ahrens DeAngeli Law Group
June 13, 2021
