For Participants: Financial Help
Debt Management Consultations
Families affected by cancer often have mounting medical bills on top of pre-existing debt and decreasing savings. These one-on-one consultations will give you an opportunity to learn about debt stacking and resolution strategies during a comprehensive family budget review. If your family currently has credit card debt or if you're in a financial crunch, this is an opportunity you don't want to miss. 45-minute appointments.
Financial Planning Consultations
These one-hour sessions help address your 401k options, insurance information, retirement goals, and investments. Appointments are provided on an as-needed basis and are not offered on pre-determined days. Please call 330-836-1772 to schedule an appointment.
Independent Licensed Insurance Broker Bonnie Victor is available to answer questions related to health insurance, Medicare planning, long-term care insurance, and life insurance. 30-minute appointments.
Please call 330-836-1772 for an appointment.
Social Security and Disability Consultations
Shifrin Newman Smith Inc., Attorneys at Law, in providing consults and advice to all individuals who are seeking information about Social Security. Support persons are encouraged to attend. 30-minute appointments.
Wills, Trusts, and Estate Planning Consultations
Receive assistance with estate planning, living wills, wills, medical power of attorney and trusts. Whether you're simply looking to know what options are available to you, or protecting both you and your family's future, this is an opportunity you should not miss. 45-minute appointments.