Filter by Category
Personal Finance
Medicare Made Simple
with Staci Tosi
Confused about Medicare? You’re not alone, and you’re in the right place! In this easy-to-follow, jargon-free class, the local Medicare expert of Jaffe Insurance Solutions will walk you through the essentials of Medicare Part A, B, C, and D. Whether you’re approaching 65, helping a loved one, or just want to understand your options, you’ll leave feeling empowered and informed. We’ll cover enrollment timelines, plan comparisons, and common mistakes to avoid. Perfect for beginners or anyone looking for a Medicare refresh!
Workers' Compensation
with Jim Monaghan
If you are hurt on the job and cannot work, how are you going to pay your bills? Who will pay for the medical care that you need? What if your employer refuses to pay your benefits? These and other questions will be answered at this one-night seminar. Topics include eligibility, benefits, litigation, medical care, lump sum settlements, and more. Learn your rights and obligations under Pennsylvania law from an attorney certified as a workers’ compensation specialist by the Pennsylvania Bar.
Empowering Younger Families to Build Wealth/Secure Their Future
with Thomas Nardelli
Are you ready to take control of your family's financial future? If so, you'll want to join this class designed specifically for younger families who want to learn practical strategies for building wealth and protecting what matters most. In this session, you'll discover:
- Smart wealth-building techniques: Learn how to set financial goals, create a budget, and invest wisely to grow your family's assets over time.
- The power of life insurance: Understand why life insurance is essential for safeguarding your loved ones and ensuring financial stability, even in uncertain times.
- Actionable steps for financial success: Gain insights into creating a solid financial foundation that benefits your family for generations to come.
This class is perfect for parents, young couples, and anyone looking to make informed decisions about their finances and future. Participants will receive a free 1-on-1 financial analysis with Tom Nardelli, a seasoned advisor from Karr Barth Associates/Equitable Advisors. Additionally, you'll have access to a network of specialists who can provide tailored advice and support for your unique financial needs.
Mortgage Financing and Homebuying 101
with Robin Bowman
Get yourself mortgage-ready to buy a home. Learn the ins and outs of qualifying for a mortgage. Different options to obtain funds for a downpayment and closing costs will be shared, including information about first-time homebuyer programs, grants, and more. Determine how much you can qualify for, what an estimated monthly morgage payement would be, and how much you will need to purchase a home BEFORE you contact a real estate agent. On the second night of class, a real estate agent will be present to review what you need to know about the agreement of sale, inspections, and more.
Retirement Planning Today
with James McGoldrick
Determine the amount of money you need to retire. Create your own goals for a "successful retirement;" eliminate debt and improve cash flow; properly convert your IRA to a Roth IRA; select the retirement plan distribution choice that is right for you; plan your retirement income to preserve a comfortable standard of living; and transfer the risk of potential financial losses before or during retirement. Participants will receive a 250-page workbook for an additional $35 fee payable by check to the instructor on the first night of class.
What's Your Social Security Strategy
with Jason T. Cabot, CPPA, QPFC
This presentation will educate you on the many decisions involved in claiming Social Security, as well as their consequences, and provide strategies to maximize the benefits received. It will also walk you through common, but surprisingly complex situations including:
- How to choose between hundreds of possible claming strategies to give your Social Security check a government-guaranteed boost
- How benefits for one spouse are affected based on when and how the other spouse files
- How being married, divorced or widowed impacts your benefits