Mark D. Schweinler, CFP®
CERTIFIED FINANCIAL
PLANNER™ practitioner
(262) 363-2223


Kim and Todd Seidi

CarePatrol

(262) 223-6060


Tom Slattery

CapTel Captioned Telephones

(262) 409-9370

(414) 335-0299



Barbara George
Heritage at Deer Creek
(262) 789-6600


Jennifer Harders
Alzheimer's Association
(414) 479-8800

Dear Friends

You are invited to attend the ElderCare Focus Group’s educational programs. We gather on the “second Thursday” of each month. Mark your 2017 calendars for the following dates. We meet from 10 am until 12 noon at the New Berlin Library.


September 14, 2017
October 12, 2017
November 9, 2017
December 14, 2017



These FREE educational programs are open to the public and ALL ages are welcome. 

​​

“Estate Plans, Medicaid, Taxes, …Castles in the Sand?”


Funding of Long Term Care


Given recent rules, it is not easy to plan to preserve assets.

Learn how Wisconsin Trust laws allow families to use an irrevocable trust and appointment of a “trust protector”. Law Attorney Rollie Hanson will explain probate and Medicaid rules, such as the look back period.

CPA Bryan Stutzki will talk about tax issues, like gifting during your lifetime.

Hear basics of Federal Estate Tax. Learn about tax issues associated with establishing and funding an Irrevocable Trust versus a Revocable Trust. 


Rollie R. Hanson
Elder Law Attorney 

Bryan Stutzki, CPA
Neptune Financial

       ElderCare Focus Group

+1.414.352-1966

Members


 Refreshments will be Provided

Questions and Replies to Jean Lazarus 414-352-1966

The New Berlin Public Library is located at:

15105 Library Ln
New Berlin, WI 53151-5280


Just off of National Avenue.

We meet every 2nd Thursday of the Month 10a-12p

Refreshments will be provided

Mission Statement:

The Elder Care Focus Group of Southeastern Wisconsin (ECFG) is comprised of a group of professionals that work with retired and elderly individuals and couples.  The mission of the ECFG is to provide education and services to meet the needs of the elderly in Wisconsin.  We present educational seminars and talks every month at the New Berlin Public Library. The presentations take place the second Thursday of every month and provide a variety of speakers on topics ranging from financial and legal matters to gardening, exercise, and travel. There is no topic of interest for our retirement community that we do not address in one way or another.
 

       Of Southeastern Wisconsin Inc

President

Claire M. Sedushak, RPh

Pharmacist/ Gerontologist
(262) 844-8858


Treasurer

Jim  Nichols, CSA
At Home Loving Care
(262) 432-1703


Secretary

Jean Lazarus, CLTC
Senior Insurance Specialist
 (414) 352-1966


Jessica Dragan, LMT

Spa Massage on the Go

(414) 736-8877


Rollie R. Hanson
Elder Law Attorney
(414) 321-9733