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.

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

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

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

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

ABC's and D's of Medicare

Teresa McCully

The Shandro Group
July 13, 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

Understanding Long -Term Care Insurance

Don Levin, CLF, CSA

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