Below is the list of free seminars and presentations that Susan Piette is offering in 2019. For additional information on any of the presentations, please contact Susan at spiette@HRMML.com. All presentations will be held at the HRMM&L office (375 Morris Road, Lansdale, PA  19446).

  • JANUARY Social Security — Facts and Strategies – How to get the most from your Social Security. HRMML office, January 15, 2019 and January 29, 2019 @6:30 pm
  • “Medicaid Asset Transfer Rules and Techniques” – National Business Institute teleconference, January 25, 2019 @1pm – 2:30pm (ET)
  • FEBRUARY “Veterans Benefits – What is available to our veterans? Recent Changes in the Law” – February 19, 2019 and February 26, 2019
  • MARCH I Want to Stay at Home – What I need to know about Caregiver Agreements, Home Healthcare and Reverse Mortgages
  • APRIL Probate or Not? What you need to know to do when someone dies?
  • MAY How Large Should My Nest Egg Be to Allow for Comfortable Retirement?
  • JUNE What Works Best for ME?— Options in the Montgomery Co. Area – Independent Living; Assisted Living; Continuing Care Retirement Community; and Skilled Nursing
  • SEPTEMBER Can THEY Take My House? Medicaid for Skilled Nursing Care — What I should know now so that I can plan accordingly?
  • OCTOBER Medicare Open Enrollment – What are MY options? Don’t be left not knowing.
  • NOVEMBER To Trust or Not to Trust? Do I need one and what are MY options?