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4 Results

  • First-Time Home Buyer's Advantage

    Ready to buy your first home? This class will guide you through the A-Z process of buying a home and introduce you to unique funding options that are only available to those who haven’t owned a home in the last three years. Learn about one program that makes it possible to buy a home with as little as $1,000 of your own funds!
  • Let's Talk About Medicare

    Understanding Medicare can feel overwhelming — we’ll make it simple. This educational session breaks down your options in clear, straightforward terms, answering your questions and helping you feel confident. You’ll learn what Medicare covers, how much it costs, when and how to enroll, and the different types of plans available. We’ll also cover key factors to consider so you can choose the plan that’s right for you.
  • Life, disability and long-term care insurance-make the right choices

    Curious about how insurance can protect your future? This class is for anyone who wants to learn about different types of insurance and strategies for both personal and business use. We’ll review life, disability, and long-term care insurance, and show you how these policies can benefit both you and others, especially when living benefit riders are available. We’ll even review options for existing policies, so you can make sure your coverage is working for you.
  • Moving Mom & Dad: 5 Common Mistakes to Avoid

    Moving your aging parents can be a difficult conversation, especially when they are reluctant to address the issue. This class is designed to help you navigate the process with confidence and compassion. We'll start with an overview of the current housing market for those considering buying or selling a home. Then, you'll receive our comprehensive guide, Moving Mom & Dad, which covers the five most common mistakes adult children make and how to avoid them. The guide also includes conversation starters for discussing late-life housing choices, solutions for remodeling homes for aging-in-place, descriptions of senior living options, and tips for hiring key service providers. Participants also get access to our preferred service providers, discount coupons, and a no-cost home evaluation to determine your home’s value and get recommended suggestions to make it more sellable.