Senior Planning and Medicare Open Enrollment Assistance

Posted on September 26, 2017 at 6:00 am

SENIOR PLANNING: OVERCOMING FEAR & CONFUSION IN AN UNCERTAIN WORLD

We all put off things that we think could be too difficult or expensive. You don’t have to put off planning for retirement and your senior years any longer.

After much success last year, we have once again partnered with the Spokane Elder Resource Team to bring you professional and comprehensive information sessions over the course of five weeks, all at no cost to you.

The five sessions give you the planning tools to successfully navigate your senior years and to help the seniors in your life. You’ll learn how to plan for your financial future and make things easier for your loved ones, and gain understanding of often confusing topics, including Medicare, Social Security, and estate planning.

Session 1: The Big Picture

This session covers how to develop your senior plan in an uncertain world, with presenters Gail Goeller, author of Coming of Age with Aging Parents: The Bungles, Battles and Blessings, and Becky Tiller, Geriatric and Adult Care Management Specialist.

ARGONNE
Wednesday, Oct 11, 6–7pm

NORTH SPOKANE
Thursday, Oct 12, 6–7pm

Session 2: Long Term Care

This session explores insurance basics and Medicare planning, including different products and enrollment periods with presenters Joel Ferris Jr., an insurance agent, and Duane Tait, a long-term care specialist.

ARGONNE
Wednesday, Oct 18, 6–7pm

NORTH SPOKANE
Thursday, Oct 19, 6–7pm

Session 3: Medicaid Asset Preservation Strategies

This session provides insights on how to qualify for Medicaid long-term care benefits without going broke with presenter Lynn St. Louis, an attorney with Elder Law Spokane, PLLC.

ARGONNE
Wednesday, Oct 25, 6–7pm

NORTH SPOKANE
Thursday, Oct 26, 6–7pm

Session 4: Preparing for a Secure Financial Future

This session covers how to prepare for a secure financial future in your senior years and gain understanding of the basics of Social Security with presenters Dustin Allbery, Financial Planner, and Daria Brown, CPA.

ARGONNE
Wednesday, Nov 1, 6–7pm

NORTH SPOKANE
Thursday, Nov 2, 6–7pm

Session 5: Real Estate Planning

This session helps you understand how to create a plan for real estate changes in your senior years with presenter Kathy Bryant, Senior Real Estate Specialist.

ARGONNE
Wednesday, Nov 8, 6–7pm

NORTH SPOKANE
Thursday, Nov 9, 6–7pm

MEDICARE OPEN ENROLLMENT ASSISTANCE

Determining the best Medicare plan for your situation can be complicated. The upside of reviewing your plan options is that you can save money. Trained volunteers from Aging & Long Term Care of Eastern Washington (ALTCEW) and Statewide Health Insurance Benefits Advisors (SHIBA) assist you with personalized help that takes your needs into consideration. Assistance is free and non-biased. To receive advice tailored to your needs, you can bring your list of medications with dosages and your Medicare card. Assistance is provided on a first come, first served basis.

In order to change your Medicare Advantage or Medicare Part D plan for 2018, you must make changes during Open Enrollment from October 15–December 7, 2017.

For more information about this program, you can call ALTCEW at 509.458.2509.

CHENEY
Friday, Oct 27, 1–4pm

ARGONNE
Friday, Nov 3, 1–4pm

NORTH SPOKANE
Monday, Nov 6, 1–4pm

DEER PARK
Friday, Nov 17, 1–4pm

SPOKANE VALLEY
Friday, Dec 1, 1–4pm

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