Join us for our Educational Sessions! This event is free and open to the public and all Hellman Insurance Agency clients.
We encourage you to RSVP by calling our office at 406/829-2731, but walk-ins are welcome!
Date: May 29, 2025, 11 AM - 4:30 PM - Join one or all of our sessions this day!
Location: Bitterroot River Inn, 139 Bitterroot Plaza Dr, Hamilton, MT 59840
12:30 PM Navigating How to Age in Place - Speaker: Denise Sherman
Description: Interested in staying in your home as you age? Join Denise Sherman, Owner of Case Management Caregiving, for a thoughtful and engaging class designed to help seniors explore the steps to safely and comfortably age in place. You'll learn practical tips for creating a safe, comfortable living environment, explore local resources and support services, and get guidance on planning ahead for changing needs. Whether you're just starting to think about aging in place or actively making plans, this class will give you the tools and confidence to make informed decisions in a relaxed, no-pressure setting.
What to Expect:
✅ Learn what “aging in place” means and why it’s important
✅ Explore simple home modifications to improve safety and comfort
✅ Discover local services and support available for seniors
✅ Get tips on planning ahead for changing health or mobility needs
✅ Enjoy an open, welcoming environment with time for questions and discussion
It’s a great opportunity to get useful information in a relaxed setting, with plenty of time for questions and discussion!
2 PM From Overwhelmed to Organized: Planning Your Downsizing Journey - Speaker: Maddie Flamm
Description: Thinking about making a change or just looking to get organized for the future? Join Maddie Flamm, Business Development Representative for Caring Transitions of Western Montana, for an encouraging and informative class created especially for seniors who are considering downsizing and planning for the next stage of life. Maddie will share practical strategies for sorting through belongings, deciding what to keep, and letting go with confidence. You'll also explore important topics like housing options, financial considerations, and how to create a plan that reflects your personal values and goals.
What to Expect:
✅ Learn practical tips for downsizing and decluttering with less stress
✅ Explore how to make thoughtful decisions about what to keep or let go
✅ Understand different housing options and what might fit your future needs
✅ Get guidance on organizing important documents and future planning
✅ Discover ways to involve family or loved ones in the process
✅ Learn how to approach this life transition with confidence and clarity
Whether you're preparing for a move or simply want to create more peace of mind, this class offers guidance, support, and the tools to take the next step—at your own pace!
3:30 PM Smart Protection: Exploring Travel, Final Expense, Hospital Indemnity, and Other Ancillary Benefits - Speaker: Bambi Kautz, Licensed Client Advocate at Hellman Insurance Agency
Description: Planning ahead can bring peace of mind—not just for you, but for your loved ones too. In this informative and easy-to-follow class, we’ll take a closer look at a range of helpful benefits designed to support your health, well-being, and financial security. Topics include travel insurance for unexpected emergencies while away from home, final expense coverage to ease the burden on family, hospital indemnity plans that help with out-of-pocket costs, and other valuable ancillary benefits you may not know about.
What to Expect:
✅ Gain a better understanding of travel insurance and how it protects you while away from home
✅ Learn the basics of final expense coverage and how it can ease financial stress for your loved ones
✅ Discover how hospital indemnity plans work and how they can help cover unexpected medical costs
✅ Explore other valuable ancillary benefits that can support your overall health and financial well-being
✅ Receive easy-to-follow information in a relaxed, no-pressure environment
✅ Have the opportunity to ask questions and get personalized guidance
✅ Leave with practical tips and resources to help you make informed decisions
Whether you're staying local or planning your next adventure, this session will help you make confident choices about the protection that’s right for you!
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