Attorney Jessica Greene of Keystone Elder Law, David Wagner of Capital Wealth Management and Kellie Fogarty of Regional Financial Security Agency will be presenting a 3 part series that will cover the nuts and bolts of aging, from the basics of estate planning, financial management and Medicare Enrollment to preserving assets from a nursing home, making sure you have enough money in retirement and changing Medicare Plans.

The Next Step With Financial Planning-Part 2

This will include how to navigate the Medicare Website, explaining different kinds of trusts and their purposes, and general financial management to reach your goals.



  • Occurred Thursday, May 17th, 2018 @ 7:00 pm – 9:00 pm


Keystone Elder Law

555 Gettysburg Pike, Suite B-300
Mechanicsburg, PA 17055

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