Farmington Continuing Education

This course will provide a greater understanding of the various government benefits available to your loved one. It will discuss in detail how to qualify, manage and best utilize, and preserve benefits such as Supplemental Security Income (SSI), Social Security Disability (SSDI), Medicaid, Medicare, and the ABLE Act.

This course educates families on the importance of planning for the future of their child or dependent with special needs by addressing these vital issues ensures not only lifetime care but the quality of life for your loved one. Topics covered include; Special Needs Trusts, Guardianship/Conservatorship, SSDI/SSI/Medicaid/Medicare, Protecting Government Benefit eligibility, Financial Security/Funding Options, ABLE Accounts, and Letter of Intent.

The implications of taxes on the American population are a widely discussed and debated topic. Rising deficits at both the state and federal level are cause for concern for every taxpayer, especially those near retirement. At this educational workshop, you will learn how effective planning and timing can alter the outcome of your retirement. We will discuss current tax law, potential changes to tax law, effects of inflation and strategies to help you minimize your tax liability. We will also share case studies that will illustrate how to successfully navigate this complex topic and get you as close to “tax-free in retirement” as is possible.