Medicare and Estate Planning Free Seminar

December 22, 2023

Join us at our Garfield Heights branch on January 23 at 3:30 PM (our 1:30 PM session is full) for our first in the Senior Series for a free Medicare and estate planning seminar. We are thrilled to have Kelly George, AIF, of George Financial Services and Nicole Feilon, Attorney at Law, as our speakers. Mr. George will present “Medicare 101” for those becoming eligible for Medicare, those exploring other plans, or those who missed their enrollment date.

Ms. Feilon will explain basic estate planning documents including Last Will and Testament, Financial Power of Attorney (POA), Health Care POA, and Living Will. She will also provide an overview of the use of a Living Trust and the basics of Medicaid Planning. We have 15 seats per session, so be sure register today.


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