Rockville Centre UFSD

Instructor: Lisa R. Valente, Makofsky Law Group, PC This course will review how to plan for long-term care and protect assets. Topics such as Medicaid, Medicare and long-term care insurance will be discussed. The Health Care Proxy, durable powers of attorney, revocable trusts and guardianship procedures will also be discussed. This will be a hands-on workshop with opportunity to see sample documents.

Instructor: Lisa R. Valente-Makofsky, Makofsky Law Group PC This course will provide an overview of estate and disability planning including the different methods of leaving an inheritance to others and the advantages and disadvantages of such methods. Estate taxation, Probate and estate administration will all be addressed. Students should be able to determine which estate planning techniques works best for them.

Instructor: Julie Ward-Abdo, Senior Health Plan Finder Medicare Made Easy is a course that aims to simplify the complexities of Medicare. It provides a comprehensive understanding of Medicare parts A, B, C, and D, and covers topics such as when to enroll in Medicare and what the annual enrollment period is. The course also delves into original Medicare, Medicare Advantage Plans, Prescription Drug Plans, and Medicare supplement Plans. It includes an overview of the changes for 2024 and provides an opportunity for participants to have their questions answered. By taking this course, individuals can gain a better understanding of their Medicare options and make more informed decisions about their healthcare coverage.

Instructor: Monica Ruela, Esq. In a very interactive setting, students will be introduced to the principles of estate planning. Students will learn the basics of Wills, the various types of Trusts and other estate planning options. Students will also learn about advanced directives such as financial powers of attorney, health care proxies, living Wills and medical advance directives for end of life called MOLST. This course will focus on what you can do TODAY to better secure your future.

Instructor: Monica Ruela, Esq. In a very interactive setting, students will be introduced to the principles of elder law. In this course we will focus on planning options available to protect your hard-earned assets from the increasing cost of long-term care. In addition, students will learn about recent changes in the Medicaid program and the Medicaid eligibility requirements. If you are concerned about protecting your assets and your dignity, this course is for you.

Instructor: John Carbonara, CFP, NXT Phase Financial Services A seminar created for all Long Island school district employees to teach attendees how their current 403(b) retirement plan works alongside their Social Security and Pension. Learning objectives include understanding how fees can be charged, product terminology, asset allocation, rebalancing, and developing a risk profile. Attendees leave with a better understanding of the retirement asset that complements their pension and social security. This informative one hour seminar is relevant for educators/administrators years away from retirement as well as those close to retirement. It is designed to help educators feel more in control by making this investment tangible so they understand why they own what they own.