There are ten people we should be prepared to count on as we age including Attorney-In-Fact, Health Care Agent, Estate Executor, Trustee and Guardian. Learn about: What are the roles and responsibilities of these people? How long do they serve and how much of a time commitment are we asking? How much guidance can we give them? Who makes an ideal selection for each of these vastly different roles? What pitfalls and problems should we be aware of?

Baby Boomers worry about how to pay for the nursing home and still leave an inheritance for the next generation. Is long-term care insurance for me? Would I qualify for Medicaid? What about my current Trust, does it protect my assets and avoid the nursing home? What is the 60-month claw back? What if my spouse goes into the nursing home and exhausts our money? Get the answers to these questions and learn how to create an effective plan.

Planning for Medicare is intimidating. If you or a family member is nearing the age of 65, attend this course to learn the basics of what Medicare is, how it works, how to avoid penalties and what you need to know to prepare yourself for this process. The instructor, Charles Taylor, is the owner of Four Points Advisory LLC. Investment and advisory services offered through World Equity Group Inc., member of FINRA/SIPC.