Local, Statewide and Nationwide
Estate Planning
Programs that offer a review of options and assistance to people who want to provide for the administration and/or protection of their assets during their lifetime, develop a plan for managing their finances in the event of a disabling illness, prepare binding instructions for the health care they wish to receive or avoid should they become terminally ill, make arrangements for the disposition of their assets with a minimum amount of taxation upon their death and provide for the administration of their estate should their spouse or other beneficiaries be incapable of managing their affairs.
Estate Planning
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
Life Insurance
Reverse Mortgages
Pension Counseling
Retirement Planning
Programs that help people with the process one uses to plan finances and retirement income.
Retirement Planning
Statewide and Nationwide
Financial Planning
Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.
Life Insurance
Financial Services
Financial Planning
Financial Planning
Life & Accident Insurance
Financial Advisors
Financial Education Assistance, Military Caregivers
Care Resource Planning
Long Term Care Insurance
Private insurance options for long term care.
Long Term Care Insurance
Financial Services
Long Term Care Insurance
Retirement Planning
Programs that help people with the process one uses to plan finances and retirement income.
Retirement Planning, Annuities
Insurance and Annuity Plans
Retirement Planning
Retirement Planning
Retirement Planning and Pension Counseling Referral
Retirement Planning
Financial Education for Women
Veteran Transition Assistance Programs
Programs that provide guidance and information regarding benefits, services, and outplacement assistance for active duty separtees and retirees and their family members returning to civilian life with the objective of making the transition as smooth and stress-free as possible. Services may include benefits counseling, employment search, and placement assistance, relocation services, financial planning assistance, eligibility information regarding medical and dental insurance coverage and other forms of assistance to facilitate adjustment to civilian life. Special employment transition assistance includes certification of job skills and experience; information about applying active duty job skills and experience to private-sector employment; information about geographic areas of relocation including the labor market and cost of living; identification and location of employment and training opportunities; instruction in resume preparation, job analysis, and interview techniques; and information about loans and grants to facilitate the acquisition of employment. Also included are programs that help National Guard and Reserve personnel who have been activated for deployment resolve issues pertaining to duty requirements and employment benefits.