Are you turning sixty-five and wondering about Medicare? Would you like to understand Medicare Part A and B and the difference between Medicare supplements and Advantage plans? What are your choices if you are working and have a group plan? Learn when you can enroll and where you can make some comparisons to select the right option. The class is presented via PowerPoint with takeaway handouts and a reference guide. It is generic and educational. Optional one-on-one meetings are free for attendees to discuss specific options and available plans if so desired.

Are you turning sixty-five and wondering about Medicare? Would you like to understand Medicare Part A and B and the difference between Medicare supplements and Advantage plans? What are your choices if you are working and have a group plan? Learn when you can enroll and where you can make some comparisons to select the right option. The class is presented via PowerPoint with takeaway handouts and a reference guide. It is generic and educational. Optional one-on-one meetings are free for attendees to discuss specific options and available plans if so desired.

Are you considering new construction because you want an open floor plan and larger closets? Explore what is available and where to find it. What are the timelines, hidden costs and risks associated with new construction. How do you coordinate the sale of your existing home? What is the appropriate notice on your lease? Consider the differences selecting a smaller builder versus a national builder. How do you coordinate the sale of your existing home? What is the appropriate notice on your lease? Consider the differences selecting a smaller builder versus a national builder.

Have you been thinking that now might be the time to downsize but just aren't sure where to start? Join us to learn what your options are and get moving! Bonus- the Downsizing Made Easy Guide PDF, (a $24.95 value), with access to preferred service providers and coupons provided to all attendees.

Aging often involves transitioning to different housing. The process involves coordinating financial and physical health considerations and frequently downsizing a home. We review these aspects so you can plan. Housing discussed- buying & renting-subsidized and elderly waivers, market-rate apartments, 55+, CCRC, independent/assisted living age in place, memory care, cooperatives, condo/townhouses. Explore alternatives to just single-family living. Come with your questions!

We will review the process of buying a home from A-Z and discuss unique funding that is only available to YOU- a first-time buyer. With one program, it is possible to buy a home for as little as $1000 of your own funds. You are generally a first-time buyer if you have not owned a home in the past 3 years.