Category Archives: Seminars

Online Seminar: How to Ensure Your Wishes Using Wills, Trust, and Tax Planning, 1/16/2021 2:00pm

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Estate Planning isn’t just for the rich. It’s about taking care of you and your family in the event of illness, disability, or death. Who can make medical decisions? Who can make financial decisions? Attorney Jack Fan will explain the probate process and how assets are transferred between family members using legal documents like wills, trusts, and power of attorney. CPA Johnny Lee will discuss tax considerations when you make gifts or distribute assets. Learn how the estate and capital gains tax will affect your family. Continue reading →

Online Seminar: Medicare and Medicare Supplement, 11/8/2020 2:00pm

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Come and join us for an informative session on how Medicare works. A Think Blue representative from BlueCross BlueShield will be on hand to educate you and help you navigate the different parts of Medicare, open enrollments, and how each part works with the other. You will also learn the basic terminology of Medicare so you can make well-informed decisions regarding your Medicare options. Medicare Supplement will also be covered. Medicare Supplement Insurance (Medigap) helps pay some of the health care costs that original Medicare (Medicare Part A and Part B) doesn’t cover, such as deductibles, coinsurance, and copayments. There are 10 different plans (Plan A to N) in Medicare Supplement Insurance. The Think Blue representative will tell you the details of all the plans and help you make the best-informed decisions regarding your options. 

Registration Link: https://forms.gle/PjJsJxegGYdmYTc86

*This seminar is supported by the grant from BlueCross BlueShield of Texas, Light and Salt Association and Cancer Prevention and Research Institute of Texas (CPRIT)