Estate Planning & Medicare Workshop
Presented by: Antonio “Tony” Lugo, CFP, MBA
Join us for a free educational workshop designed to help you navigate two of life’s most important topics: Estate Planning and Medicare. Whether you’re planning for yourself or a loved one, this session will provide the knowledge you need to make confident, informed decisions about your future.
Topics will include:
Wills, trusts, and powers of attorney
Protecting your assets and avoiding probate
Understanding Medicare parts A, B, C & D
Common mistakes and how to avoid them
Presented by an experienced professional in elder law and health insurance, this workshop will include time for Q&A, so bring your questions!
Ages: 55+ yrs.
Day: Wednesday
Date: 11/5
Time: 12:00-1:30 pm
D/ND Fee: Free *Pre-registration is required
Register by: 10/27
Location: Community Center
Code: 164105C
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