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Plan Well, Age Well: Explore issues related to retirement and aging

Posted on September 11, 2018 at 6:00 am

You’re never too young or too old to prepare for your future.

No matter your age, you can start planning for your retirement years now, and if you’re already retired, this is a great time brush up on your knowledge of downsizing, financial planning, long-term care, care management, Medicare and Medicaid, and Social Security.

The Plan Well, Age Well series explores issues related to retirement and aging with the Spokane Elder Resource Team, also known as SERT. Learn more about SERT on their website at

Plan Well, Age Well classes are offered at no charge. We hope to see you there!


Family Dynamics & Care Management

Don’t let planning for the last part of your life get swept under the rug until a crisis, or you may suddenly be operating under duress. Becky Tiller of Tiller Care Strategies and Gail Goeller, award-winning author of Coming of Age with Aging Parents, provide big picture strategies for all ages to prepare for their futures, limit the chaos, and achieve longer, healthy lives.

Tuesday, Sep 25, 1–2pm

Wednesday, Sep 26, 6–7pm

Long-Term Care Insurance Basics & Medicare Planning

Joel Ferris of Ferris Long Term Care Insurance provides an overview of long-term care planning. Dennis Fletcher of Fletcher Financial shares an overview of Medicare planning with special emphasis on Medicare Open Enrollment.

Tuesday, Oct 2, 1–2pm

Wednesday, Oct 3, 6–7pm

Prepare for a Secure Financial Future

Daria Brown, CPA for Fruci & Associates, discusses new tax law changes as well as Social Security planning. Dustin Allbery, Independent Financial Planner, discusses how to have a well-balanced financial plan that features both proper asset accumulation and protection tactics.

Tuesday, Oct 9, 1–2pm

Wednesday, Oct 10, 6–7pm

Home Downsizing & Medicaid Strategies

Kathy Bryant, EXL Realty Senior Residential Specialist, discusses the need to plan for senior living, including downsizing and moving. Lynn St Louis, Elder Law Group PLLC Managing Partner, reviews elder law planning essentials and the importance of having a Medicaid strategy through proper estate planning.

Tuesday, Oct 16, 1–2pm

Wednesday, Oct 17, 6–7pm


Washington State Legal Forms from Gale

Washington State Legal Forms from Gale

Find common legal forms related to real estate, power of attorney, wills & estates, and more at no charge. Access this valuable resource at

Consumer Reports

Consumer Reports

Let the experts test items for you before you buy, see how products stack up against each other, and discover the best products to buy. Access this valuable resource for no charge at

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