Jerry Snyder

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Understanding and Organizing Your Vital Documents

Financial Wellness

This program will help individuals understand and organize their important papers and vital documents including Will, Trusts, Powers of Attorney, Health Care Directives, Insurance Contracts, Deeds, Mortgages, Brokerage Statements, etc. Discussion will include what these documents do and how they should be written. A Power Point presentation and handouts will be provided.

Social Security Planning

Financial Wellness

As you near retirement, one of the biggest financial decisions you’ll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it’s important to take the time to explore your options and make an informed, well-reasoned decisionIn this seminar on Social Security Retirement Benefits, you’ll learn:What your full retirement age is and how your benefit is determinedHow retiring earlier that, or later than, your full retirement age will affect your Social Security benefitWhy it’s important to plan together with your spouseStrategies you can use to boost retirement and survivor’s benefitsHow working after you begin receiving Social Security could affect how much you receive

Social Security and Medicare Planning

Financial Wellness

Have you ever wanted to know the best time to begin Social Security payments; how spousal benefits work; what is included in Medicare benefits or how to navigate the many available options; what does Medicaid cover & who is eligible or how an insurance policy works?This program will provide an overview and address frequently asked questions relating to Social Security, Medicare, Medicaid, and Long Term Care.

Medicare Planning

Financial Wellness

Basic information on Medicare, Medicare D programs, Medicaid. Discussion and information on how to get it, how it works with supplemental insurance and changes.

Financial Planning for Long Term Care

Financial Wellness

This program is designed to help individuals and families develop a plan in the event a family member requires long term care assistance. Long term care can devastate a family emotionally, physically and financially and long term care service are not typically paid from one’s health insurance policy or Medicare. The program will explore the various options to finance long term care services including home care, adult day care, assisted living, skilled nursing and continuing care retirement communities. The role of Medicare, Medicaid, and Long Term Care Insurance will also be explored.

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