Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.

Programs that provide information and guidance for individuals who need assistance in the area of law which relates to the rights and needs of older adults, especially in the areas of age discrimination, consumer fraud, estate planning and management, living trusts, trust administration, probate, property law, retirement planning, pension benefits, Social Security benefits, Medicaid and Medicare, disability planning, long-term care alternatives, health care decisions, elder abuse, guardianships and conservatorships.

Programs that offer a review of options and assistance to people who want to provide for the administration and/or protection of their assets during their lifetime, develop a plan for managing their finances in the event of a disabling illness, prepare binding instructions for the health care they wish to receive or avoid should they become terminally ill, make arrangements for the disposition of their assets with a minimum amount of taxation upon their death and provide for the administration of their estate should their spouse or other beneficiaries be incapable of managing their affairs.