Thursday Chat with Chris

Live each Thursday, Chris talks about a financial topic.

Presenter: Chris Lester

EVERY THURSDAY at 4:30 pm ET (unless otherwise announced)

Tax Free Benefits for Long Term Care in a Post COVID World

More than 70% of adults who live to 65 will need Long Term Care of some kind! Not only is LTC very expensive, most costs aren’t covered by Medicare nor other health insurance plans. Without proper planning, long term care can wipe out your retirement savings, but before you shop for a coverage, first ask yourself these questions:

• If you were to get sick, would you want to be cared for at home or in a nursing home?
• How would you pay for care?

During this class you will learn about the advanced planning that goes into determining when or whether you should buy Long Term Care Insurance. We’ll take an in-depth look into current solutions to pay for long term care of a loved one.

Each household who attends will receive a free book, “Tax Free Benefits for Long Term Care in a Post Covid World.”

Presenter: Chris Lester

Wednesday May 31, Wednesday June 14, & Saturday June 17

The Small Business Tax Credit You May Have Dismissed

The Employee Retention Credit (ERC) was created by the Federal Government as part of coronavirus relief. See if you qualify

Presenter: Chris Lester & Kate Erchick

VARIOUS TIMES AVAILABLE

Maximizing Social Security

Social Security can be complicated. Learn the ins and outs and get your questions answered on this call.

Presenter: Chris Lester

VARIOUS TIMES AVAILABLE

Creating a Solid College Plan

Learn how to create a solid college plan for your student and the strategies that can get your student paid to attend a great school.

Presenter: Chris Lester

VARIOUS TIMES AVAILABLE