Planning for the future can feel overwhelming—but you don't have to figure it all out at once. In this educational presentation, experts from insurance, estate planning, and aging life care share practical information to help you understand your options, anticipate challenges, and make informed decisions for yourself and the people you love.

Choose a topic below to watch the presentation segment that is most relevant to you.  Additional resources available at the bottom of the page.
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Medicare 101: Understanding Medicare Options with Bob Lafond

Wondering how Medicare works—or which coverage option may be right for you?

Robert LaFond provides an overview of Medicare, including Original Medicare, Medicare Advantage, Medicare Supplement plans and prescription drug coverage. He explains eligibility and enrollment periods, potential costs, and some of the important decisions people face when choosing and reviewing their coverage.

You may want to watch this segment if you are:

• Approaching Medicare eligibility
• Trying to understand the difference between Original Medicare and Medicare Advantage
• Considering Medicare Supplement or prescription drug coverage
• Unsure when you need to enroll
• Looking for ways to better understand the potential costs of Medicare
  ▶ Watch: Understanding Coverage(opens in new tab)

Navigating Care: Understanding Your Options Sheri Ferola, RN, MSN, CCM

How do you know what kind of care is right for you or someone you love?

Sheri Ferola explains how an Aging Life Care professional can help families navigate the often-complicated world of aging, healthcare and long-term care. She discusses assessing an older adult's needs, defining family roles, communicating about care, evaluating safety and independence, and understanding the range of available care options.

You may want to watch this segment if you:

• Are beginning to think about future care needs
• Are helping an aging parent or loved one
• Are unsure whether someone can safely remain at home
• Are trying to understand the difference between home care, adult day programs, assisted living, memory care and skilled nursing
• Are feeling overwhelmed by caregiving responsibilities
• Want to better understand the role of an Aging Life Care professional
  ▶ Watch: Aging Life Care Professional(opens in new tab)(opens in new tab)

Estate Planning: Family Dynamics & Protecting Your Legacy Amy E. Stratton, Esq. & Rachael K. Pierce, Esq.

Every family has a story. How can your estate plan account for yours?

Amy Stratton and Rachael Pierce use familiar stories—including Cinderella, Finding Nemo, The Lion King, and Beauty and the Beast—to explore real-life estate planning challenges. They discuss blended families, guardianship, beneficiary designations, succession planning, caregiving and capacity, and the importance of communicating your wishes.

You may want to watch this segment if you:

• Have a blended family or children from a prior marriage
• Want to make sure the right people inherit your assets
• Have minor children or someone who may need a guardian
• Own a business or need to think about succession
• Want to prepare for the possibility of incapacity
• Need to review beneficiary designations or powers of attorney
• Want to reduce the potential for family conflict
  ▶ Watch:(opens in new tab) Estate Planning

The Panel Discussion: Putting the Pieces Together

Roberta Merkle, Moderator, with Matt Trimble, Bob LaFond, Amy Stratton, Rachael Pierce & Sheri Ferola

In the panel discussion, the presenters move beyond their individual areas of expertise to address the questions families face when these issues intersect. Topics include choosing and changing Medicare coverage, planning for incapacity, beneficiary designations, preparing for caregiving, supporting caregivers, finding help when family support is limited, and the importance of planning before a crisis occurs.

You may want to watch this segment if you:

• Want to hear the experts address real-life questions
• Are caring for an aging parent or loved one
• Feel overwhelmed by the number of decisions involved in planning
• Don't have a strong family support system
• Want to know what you should be doing now rather than waiting for a crisis
• Want to hear how estate planning, coverage and care planning work together
  ▶ Watch:(opens in new tab) Panel Discussion