Registration Form
Seminar Descriptions
Save Smarter: Safe Banking Tips for Seniors - Wyalusing
THIS SEMINAR HAS BEEN CANCELLED! Please consider attending the identical event next month (see below).
Wednesday, June 7, 5 pm
Protect your Piggy Bank from falling victim to a scam!
Scam artists, cons, and hacks prey on the most vulnerable in our community. Each year, more than 10 million Americans have their personal information - including name, social security number, bank account or credit card number - STOLEN! Learn how to keep more of what matters most - SAFE!:
- Best practices for online banking - why you need more than just a strong password!
- Common types of identity theft & fraud
- How to protect your biggest investments from long-term care costs
- Proactive strategies for safeguarding your personal identity
- The MOST important legal document EVERYONE needs
- Warning signs of scams & how to block those scammers!
Hosted by: Landon Hodges, Esq., & Elizabeth Johnson, Citizens & Northern Bank
Location: Grovedale Winery, 71 Grovedale Lane, Wyalusing
*All attendees 21+ will receive one complimentary glass of wine! Light hors d’oeuvres will also be provided.
Planning for Families with a Child With Special Needs
Wednesday, June 28, 7 pm
As parents, we must recognize the need to prepare a plan that will endure the rest of our child's life!
It's important to identify and understand what assets are going to pass directly:to a child with special needs and if those assets will adversely affect his or her ability to qualify for certain government benefits. The sooner we can get a handle on things, the better off our child with special needs will be in the future. Join us and learn:
- Who will act as guardian or custodian of my child after my life?
- How can life insurance provide a benefit to an estate plan?
- Why you should review any existing plan periodically to make sure it's still in good order & current with the law
- Funding a special needs trust - what assets should you consider?
- Key differences between a 1st party special needs trust, 3rd party supplemental needs trust & a pooled trust
- What is an ABLE account & summary of our wishes?
- Recent law updates, tax implications & so much more!
Hosted by: Megan Ingram, Esq. & Brian S. Young, CFP®, ChSNC®,
Location: Virtual Meeting (Viewing instructions provided upon registration)
Save Smarter: Safe Banking Tips for Seniors - Towanda
Wednesday, July 12, 3 pm
Protect your Piggy Bank from falling victim to a scam!
Scam artists, cons, and hacks prey on the most vulnerable in our community. Each year, more than 10 million Americans have their personal information - including name, social security number, bank account or credit card number - STOLEN! Learn how to keep more of what matters most - SAFE!:
- Best practices for online banking - why you need more than just a strong password!
- Common types of identity theft & fraud
- How to protect your biggest investments from long-term care costs
- Proactive strategies for safeguarding your personal identity
- The MOST important legal document EVERYONE needs
- Warning signs of scams & how to block those scammers!
Hosted by: Landon Hodges, Esq., & Elizabeth Johnson, Citizens & Northern Bank
Location: TBA in the Towanda area