Workshops

2020 Schedule

POSTPONED UNTIL FURTHER NOTICE - Charitable Giving

TAX SMART STRATEGIES FOR GIVING TO YOUR FAVORITE CHARITY

Don’t just write a check…

  1. Learn strategies that can maximize the financial benefit for your donations
    • Both one time and recurring gift
  2. Get updated on current tax rules, even if you are retired
  3. Support your favorite charities
  4. Keep reporting simple
  5. Grow your donation for the future

WHERE:
Online.

​TIME:
8:00 AM - Presentation begins.
We anticipate a 30 minute presentation with Q&A to follow.

September 25, 2020 - Medicare

COVERAGE DIFFERENCES BETWEEN MEDICARE SUPPLEMENT AND ADVANTAGE PLANS

Be informed, choose the best options for you:

  1. Medicare Part A (Hospital)
  2. Medicare Part B (Doctors)
  3. Deductibles
  4. Prescriptions
  5. Coverage Gaps
  6. Skilled Nursing Care

WHERE:
Carlisle Inn at Walnut Creek
4949 Walnut St, Walnut Creek, OH 44687

​TIME:
7:30 AM - Breakfast Buffet
8:00 AM - Workshop Begins
9:00 AM - Q & A Time

RSVP Here