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Feature Presentation
Idaho Legal Aid
Idaho Legal Aid Services provides high-quality civil legal assistance to low-income individuals, seniors, and vulnerable communities throughout Idaho. They are available to help when civil legal problems threaten your safety, housing, health, or financial stability.
(June 2026)
Jenna Furman
Financial Caregiving: Building Adjustable Financial Guardrails
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Financial guardrails are flexible systems and supports that can be adjusted as caregiving situations evolve. Watch this video to learn practical ways to create more clarity, reduce overwhelm, improve communication, and add appropriate levels of support without unnecessarily taking away independence.
(May 2026)
Janice Pierce
Handout: Financial Caregiving: Building Adjustable Financial Guardrails | Handout: Financial Caregiving Reflection Tool
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Watch this video for an overview of the things you should consider to determine how much money you will need to save to be able to live well in retirement.
(May 2025)
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Carly Ward, attorney with Idaho Estate Planning, provides a high-level overview of probate in Idaho, its historical role in protecting families and creditors, and the circumstances under which probate is commonly required or avoided under Idaho law. The content is educational in nature and does not constitute legal advice.
(February 2026)
Carly Ward
2025 Medicare Update
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This Medicare program overview and 2025 update is provided by Senior Health Insurance Benefits Advisors (SHIBA). SHIBA is a program of the Idaho Department of Insurance that provides free Medicare counseling and assistance to seniors.
(January 2025)
Brad Talbutt
Charitable Giving
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Charitable giving positively impacts individuals, communities, and society at large. Beyond its emotional rewards, it can offer practical advantages, such as tax benefits and opportunities for meaningful connections. Ultimately, charitable giving transforms lives—not only those who receive but also those who give.
(November 2024)
Peggy L. Farnworth
Strategies for a Sustainable Income in Retirement
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Designing sustainable retirement income demands attention to relationships as well as to money. Which relationships? When? Why? Some are obvious. Others lurk in blind spots. Challenge key assumptions that you might not be willing to live with. See how to prioritize financial strategies for structuring reliable—while not restrictive—retirement income.
(October 2024)
Garth Hassel
Presentation: Strategies for a Sustainable Income in Retirement
What Does An Executor Do?
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Executors play a pivotal role in estate planning and management, a task that encompasses legal, financial, and emotional challenges. From the immediate aftermath of death, dealing with body disposition and securing property, to the complexities of asset distribution and closing the estate, this talk unpacks the executor’s journey. It highlights the practical steps involved, the potential for family disputes, and the emotional toll on the executor.
(April 2024)
Rachel Donnelly
Presentation: Wills, Bills, and Estate Thrills: The Role of an Executor
What is a Daily Money Manager?
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Are you or a loved one navigating the complexities of financial management in your golden years? Join us for an enlightening presentation on the invaluable role of a daily money manager for older adults. Discover how these experts can help you achieve peace of mind, and learn why it's time to stop handling everything on your own and start leveraging the expertise of a daily money manager. Tune in to gain insights that can transform your financial journey. Don't miss this opportunity to take charge of your finances and embrace a worry-free retirement.
(October 2023)
Elizabeth A. Edwards
Presentation - Stop Taking Care of Everything - What is a Daily Money Manager
Long-Term Care – What is your plan?
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70% of Americans age 65+ will need some type of long-term care in their remaining years. Learn how a long-term care strategy can help you protect your retirement, protect your family, and take control of your future care needs.
(August 2023)
Don Azevedo
the HECM Reverse Mortgage Line of Credit
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Discover the benefits of the HECM Reverse Mortgage Line of Credit and identify the many ways the funds from the HECM Reverse Mortgage Line of Credit can be used.
(August 2023)
Karen Keyser
What is an Investment Scam?
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Scammers often craft enticing opportunities that can jeopardize your financial security. Discover the tactics they employ, red flags to watch out for, and how to shield yourself from falling victim to these deceitful schemes. Share this video to empower your network with the knowledge to make informed financial decisions. Together, we can safeguard our investments and thwart the efforts of fraudsters.
(September 2023)
What is a Social Security Scam?
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Scammers are becoming increasingly sophisticated, exploiting fears and confusion around Social Security benefits. This video aims to equip you with tools to recognize common tactics, safeguard your personal information, and protect your hard-earned benefits. Don't let scammers take advantage of you—get educated and stay secure.
(September 2023)
Social Security Administration (SSA) Fraud Prevention and Reporting
Mediation for Family Dynamics in Elder Care
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Certified mediator Sheldon Forehand introduced the concept of mediation and explained the role and value of mediation in managing contentious family dynamics in elder care.
(July 2023)
Sheldon L. Forehand
Dispelling the Myths of Reverse Mortgages
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There are many common misconceptions about reverse mortgages. This session dispels the top 10 myths about reverse mortgages and explains how these specialty mortgages can be a valuable tool for seniors to access their home equity while maintaining their independence and financial stability.
(July 2023)
Steve Cox
Applying for Adult Disability Services - Part 1
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Applying for adult disability services can be an overwhelming process. Watch part 1 in this 2 part series to learn more about qualifying conditions or diagnoses, entitlements versus needs-based programs, and the 3 types of benefits available for adults with disabilities.
(Spring 2023)
Mary K. Spears
Presentation - Applying for Adult Disability Services - Part 1 & 2 | Resource Page with Links - Applying for Adult Disability Services
Applying for Adult Disability Services - Part 2
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When you are applying for adult disability services, it is critical to understand the difference between the Aged & Disabled Waiver and the Developmental Disability Waiver. Watch part 2 in this 2-part series to learn which waiver applies to your situation and what the eligibility criteria and requirements are for each.
(Spring 2023)
Mary K. Spears
Presentation - Applying for Adult Disability Services - Part 1 & 2 | Resource Page with Links - Applying for Adult Disability Services
Financial Solutions for Aging and Caring
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Supporting the cost of aging and care is a tough challenge in need of collaborative solutions. Watch this recording to learn why long-term care is so expensive and tough to pay for and what personal and public resources may be available to help with the cost of care.
(January 2023)
Kimberly Whiter
Navigating the Medicare Appeals Process
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People with Medicare have the right to appeal a decision about their coverage or payment of services. But, navigating the appeals process can be daunting. Join this webinar to learn about the appeals process for Medicare coverage and payments.
(October 2022)
Melissa Allen
Signs of a Scam
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Romance scams, imposter scams, lottery scams…there are so many different scams it can seem overwhelming. But scammers use the same tricks over and over. Join us for a presentation by the Office of the Idaho Attorney General’s Consumer Protection Division and learn how to spot the signs of a scam.
(September 2022)
Rechelle Littau
Responding to Elder Financial Abuse
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The financial exploitation of vulnerable adults is a growing problem, and financial abuse can be more difficult to detect than physical abuse or neglect. Learn about the legal tools available to recover property and obtain justice.
(July 2022)
Corey R. McCool
Elder Abuse Awareness & Prevention
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Each year, hundreds of thousands of adults over the age of 60 are abused, neglected, or financially exploited. Join us to learn the signs and types of abuse and what you can do to help protect vulnerable adults.
(June 2022)
Alyssa Groen
Presentation - Elder Abuse Awareness & Prevention | Elder Abuse Brochure
Navigating Your Path to Retirement
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Are you preparing for retirement right now? You should be. Watch this session to gain insight on stepping stones that work for you, as well as those you should avoid. Discover steps to enhance your retirement and explore the tools and behaviors that can either help or hinder you in your preparation for retirement.
(June 2022)
Peggy Farnworth
Trusts, Conservatorships & Fiduciary Duty
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The goal of palliative care is to improve the quality of life for both patients and their families. Join us to learn about this specialized type of medical care that focuses on providing patients of any age and at any stage of a serious illness with relief from pain, stress, and symptoms.
(Spring 2024)
Paul Seideman
Presentation - Trusts, Conservatorships & Fiduciary Responsibility (Notes Pages) | TRESco flyer
The Art of Long Term Care Planning
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Medicaid programs have more demand than funding, and the need for long-term care is increasing. Because of this, several states are moving to a mandatory long-term care insurance program funded through payroll taxes. This session will also explore projections and expectations for the future of long-term care insurance in Idaho as well as lessons learned from the Washington State long-term care mandate.
(March 2022)
Don Azevedo
7 Habits of Highly Effective Retirees
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Gain the confidence, control, and relief that comes with knowing you've done all you can to optimize the rest of your life! Join us to learn how to identify the seven prevailing assumptions that lead to a series of disappointments in retirement, make the toughest decisions before crises compel decisions under duress, and establish an accountability team of loved ones and professionals so you can maintain control and harmony through your sunset years.
(February 2022)
Garth Hassel
Presentation - 7 Habits of Highly Effective Retirees | Keep Your Life - "Mettle" Levels and People / Money Factors | Link to Registration Form - Tom Hegna's "Retire Happy U"
Social Security 101
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Social Security is a complex benefit that often represents the majority of your retirement income. Attend this session to learn how the monthly program works and what you can do to fully understand and optimize your benefits.
(October 2021)
Peggy Farnworth
Understanding Reverse Mortgages
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Watch this presentation to learn how homeowners over 62 can convert home equity into cash income with no monthly mortgage payment to help finance their retirement and long-term care needs.
(September 2021)
Shain Urwin
Reverse Mortgage Presentation | Reverse Mortgage Client Booklet
Estate Planning Made Easy
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Learn the process of planning for your legacy by arranging for the management and disposal of your assets at the end of your life.
(August 2021)
Carly Ward
Estate Planning Made Easy - Handouts with Notes Sections | No Place Like Home Conference - Save the Date
Current Trends in Consumer Fraud
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In this presentation, Jay Haapala from the AARP Fraud Watch Network discusses the evolving environment of consumer fraud, highlighting trending scams such as romance, tech support, and utility impersonations. He shares actionable insights on how individuals can recognize key red flags, monitor their financial accounts, and effectively protect themselves against identity theft and financial loss.
(August 2021)
Jay Haapala
The Value of Senior Real Estate Specialists (SRES)
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This presentation explores the impact of a fast-growing, competitive housing market on seniors and vulnerable adults who are preparing to downsize or transition into new living situations. Featuring specialized real estate experts, the discussion highlights the unique ethical challenges, family dynamics, and critical protections necessary to ensure older adults are not exploited when selling their homes.
(July 2021)
Mary Holden
ABC's and D's of Medicare
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Discover how to confidently navigate your healthcare options in this comprehensive guide breaking down the complexities of original Medicare, Advantage plans, and Medigap coverage. Packed with expert insights on enrollment timelines and tips for protecting your retirement savings, this video gives you the tools to choose the perfect strategy for your budget and peace of mind.
(June 2021)
Teresa McCully
Kristen Tracy
ABC's of Medicare | Blue Cross Dual Eligible - Benefits at at Glance
Medicaid and VA Benefits to pay for Long Term Care
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Master the complexities of long-term care planning with this informative guide breaking down how to strategically use Medicaid and VA benefits to cover rising healthcare costs. Featuring expert asset-protection attorney David Wilson, this video provides clear insights on asset limits, income rules, and key differences to help you secure the maximum benefits for your retirement or loved ones.
(June 2021)
David Wilson
Understanding Long Term Care Insurance
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Learn the foundational definitions, costs, and statistics of long-term care, emphasizing the limitations of government programs like Medicare and Medicaid. It highlights private long-term care options, such as standalone policies and asset-based hybrids, to provide a clear framework for safeguarding personal independence and protecting financial assets.
(May 2021)
