Elderwerks Continuing Education Opportunities

Speaker/Contact Information

Financial / Estate Planning / Social Security / Medicare Finance Frenzy: Estate Planning for Seniors. This program presents the different types of money personalities and how they impact planning for senior priorities. The program identifies and discusses how to plan for senior priorities. FE11 After the Funeral and Everybody Has Gone Home, Now What? Recent widows are often overwhelmed with the loss of their life mate and realize they now must manage their affairs alone. Often one spouse did most of the bill paying, investments and managed the domestic affairs. Estate administration is not an easy task and takes time and thoughtful management. Learn what you need to know about paying bills, debts, dispersing assets and reviewing your legal documents. FE12 Five Money Questions for Women Women face unique financial circumstances, so strong financial strategies are essential. Here is an opportunity to ensure your financial strategy fits your lifestyle and needs by exploring five money questions critical for women. FE13 It’s Almost Never Too Late to Plan for Long Term Care You may consider yourself too old or too sick for long term insurance! Presented by a Certified Financial Planner, learn the six other assets tools you can use to avoid be subjected to a financial catastrophe. FE14 The Sandwich Generation Tips and tricks for adults caring for their aging parents while supporting their own children. Learn what steps should be taken to protect aging family members’ physical and financial needs. FE15

Professional Consumer

Shire Law Group

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My Personal Bookkeeper

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Chris Burbidge CFP Edward Jones

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Mark Levin

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Peck Ritchey

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