City Meeting List

Share & Bookmark, Press Enter to show all options, press Tab go to next option
Print

Your Financial Life - Social Security & Medicaid Planning

Estate, Disability, & Financial Planning
Ages 18+ | FREE
**Registration Deadline: One day prior to session**
Joel Dettwiler, ChSNC®, founder of the Quantum Group, will be hosting workshops on important planning topics. All workshops will include a brief presentation of information, general planning/lessons learned, and a question and answer session. 
Questions via email prior to all workshops are welcome, and sender will remain confidential. 
Contact Joel at jdettwiler@quantumplanners.com.

Your Financial Life – Social Security & Medicaid Planning (#555019-46) 
Thursday, November 9, 2023 | 10:00am-11:30am | Black River Beach Neighborhood Center 
Do you understand what will happen should you need nursing home or long-term care? In this seminar, review basic estate planning tools and the process of how to qualify for Medicaid. 
Learn the definition of what Estate Recovery means in the State of Wisconsin and discuss why understanding the rules is important.

Return to full list >>