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WCMU is proud to continue our partnership with attorney Mark Pasquali, certified financial planner Dennis Prout and licensed life and health agent Jordan Wood-De Long to bring you three virtual estate planning seminars, via the Zoom platform. Registration links are below in red. Your registration confirmation will come from Alysha Anders, WCMU’s Strategic Philanthropy Director.

February

Medicare Eligibility, Costs, Benefits & Optionss

Host: Jordan Wood-De Long of
Jasmine Eichinger State Farm

Date: Tuesday, February 16, 2021

Time: Noon

During this seminar you will learn about the basics of Medicare including what makes you eligible, costs and benefits. If you have questions regarding your Medicare options this is a must attend meeting.

REGISTER HERE!

Jordan Wood-De Long is a licensed life and health agent, who specializes in assisting clients with health insurance and Medicare. She has been assisting customers with their health insurance needs since 2016. In 2019, she joined the Jasmine Eichinger State Farm Agency. The Eichinger Agency is a full service agency offering home, auto, Life, health, disability, business and retirement planning as well as banking and mortgages, where the mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

March

Elder Law & Estate Services

Host: Mark Pasquali of
Pasquali Law Offices

Date: Tuesday, March 16, 2021

Time: 2:30 p.m.

During this seminar you’ll learn some of the basics about estate planning and elder law. Mark will provide information about wills, trusts, probate, long term care, asset preservation and other issues affecting individuals who have reached retirement age to take into consideration. With over fourteen years of experience, Mark will surely have some great information to share!

REGISTER HERE!

Attorney Mark Pasquali attended Michigan State University College of Law where he graduated with honor in 2006. Attorney Pasquali has focused his entire career on Elder Law, Trust, and Estate services, including planning for disabled adults and wealth preservation strategies. His family-centric practice is dedicated to the planning needs of Mid-Michigan families and vulnerable adults and children.

April

Asset Transfers& Tax Strategies

Host: Dennis Prout of
Prout Financial Design

Date: Tuesday, April 13, 2021

Time: 6:30 p.m.

During this seminar Dennis Prout will clarify how different assets transfer at death, the importance of naming beneficiaries and tax strategies for your portfolio. Your working years focused on saving to accumulate enough for your retirement. In your retirement years, your mindset must shift to preserving the money you saved and making it last for your family.

REGISTER HERE!

Dennis Prout, Investment Advisor Representative, has been in the retirement planning industry for more than 30 years. Dennis forges a direct relationship with each client, offering prudent financial guidance, perspective and advice. He also recommends financial products and services that are suitable to help achieve his clients’ financial goals. Dennis graduated from Central Michigan University with a bachelor’s degree in Business. He moved to Traverse City shortly after where he raised his family.

Investment Advisory Services offered through Capital Asset Advisory Services, LLC, a Registered Investment Adviser. Capital Asset Advisory Services, LLC does not offer tax or legal advice.