Financial & Legal Consultation
Support persons are encouraged to attend any of the below appointments. Financial consultations are supported by Huntington-Akron Foundation. All consultations are currently offered by phone. Support persons are encouraged to join the call.
Financial Planning
Manage your 401k options, insurance information, retirement goals, and investments. Support persons are encouraged to join the call. Appointment times and days vary.
Debt Management
Learn about debt resolution strategies during a comprehensive family budget review. Support persons are encouraged to join the call. Appointment times and days vary.
Social Security and Disability Consultations
Individuals and their support persons who are seeking information about Social Security or Disability are encouraged to meet with one of our professionals for a 30 minute consultations. Consultations hosted by either Marc Gertz, attorney with Gertz and Rosen or Scott Smith, attorney with Smith Godios Sorensen Inc.
Wills, Trusts and Estate Planning Consultations
Receive assistance with estate planning, living wills, wills, medical power of attorney and trusts by the trusted professionals at Primerica. 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.
Bankruptcy Consultations
Attorney Debra Shifrin of Gertz and Rosen will help with answering questions on filing and education.
Medical Debt Consultation
Linda Pace of LMP Health Claims Intermediary LLC will assist in comprehension of medical insurance and negotiation of medical bills and claims.