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COFFEE & CONVERSATION SERIES
COFFEE & CONVERSATION SERIES

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Topic: Preparing for All the Transition Stages of Your Life in the Context of the New Normal. What does a Pathways Plan encompass? Where do we begin?

Presenter: Stacy Carter and Mary Cohron, Pathways Senior Care Advisors

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Topic: Growing Assets – Saving/Investing * Long Term Care Insurance

Presenter: Don Bratcher, Bratcher Financial Service, Inc.

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Topic: Estate Planning- *Wills * Trusts * Durable Power of Attorney *Health Care Directives

Presenter: Stephanie McGehee – Shacklette, Berry & McGehee Law Firm

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Topic: Estate Planning – Medicare and Medicare Supplements

Presenter: Paula Hendrick, Houchens Benefits Group

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Topic: Government Benefits – *Veteran’s Pension Benefit *Medicaid

Presenter: John Dotson, Kentucky Elder Law PLC

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Topic: The Social Security Decision

Presenter: Kara Endres, Baird Financial Planning

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Topic: Considering Your Options – Independent Living * In-home Care * Assisted Living * Memory Care * Nursing Home Care

Presenter: Stacy Carter and Mary Cohron, Pathways Senior Care Advisor

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Topic: Implementing the Preferred Option – Creating Financial Order

Presenter: Joanie Evans, CFP, CHFC, CASL

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Topic: Making Your Move (Decluttering, Moving, Selling Your Home)

Presenter: Stacy Carter and Kathryn Oliver CRTS, Moving Matters