Financial & Legal Wellbeing

The Parkinson’s Association is pleased to offer a Financial & Legal Wellbeing Workshop Series. This free workshop series was developed by local experts to help families faced with a Parkinson’s diagnosis to deal confidently with their financial future.

 

Who should attend: Someone facing a diagnosis of Parkinson’s disease or who has any chronic disabling condition that needs to think or rethink their financial future and legal options.

 

Purpose of workshops:  These workshops  enable individuals and their families to deal fearlessly and intelligently to protect their financial assets and develop plans and legal documents that support long term medical care and support their family members.

 

Upcoming Workshop Dates

Wednesday, March 4th                
(1:00 – 2:30 PM)
Workshop 1: Medi-Cal:

  • Introduction to Medi-Cal
  • Applying for Medi-Cal
  • Medi-Cal Myths
  • Resources
Wednesday, March 11th
(1:30 – 3:00 PM)
Workshop 2: Maximizing Savings & Investments/Limiting
Financial Risks:

  • Tax Advantage Savings
  • Income & Expense Budgeting
  • Other Investment Strategies
  • Long Term Care & Health Insurance
  • Property, Life and Disability Insurance
Wednesday, March 18th
(1:00 – 2:30 PM)
Workshop 3: Lifestyle Issues/Important Legal Decisions:

  • Employment Issues
  • Caregiver Support Sources
  • Income Tax Issues
  • Health Care Planning
  • Durable Power of Attorney
  • Living Wills
  • Estate Planning and Charitable Giving
Wednesday, March 25th
(1:00 – 2:30 PM)
Workshop 4: Care Management:

  • Geriatric Care Management
  • Care Coordination
  • Caregiving Services

Interested in participating?

 

Spring 2015 workshops will be held in Encinitas. Class size is limited to ensure participants have an opportunity to ask their questions. While the workshop series is free, registration is required.  To reserve your spot for the next series, call Megan Henberger at 877-737-7576 or e-mail mhenberger@parkinsonsassociation.org.