Financial Planning Events for Seniors in Dublin, Ohio

Financial Planning for Seniors events in Dublin, Ohio

[Updated: December 30, 2025 | Published: September 30, 2025]

Couple signing estate planning documentsComprehensive financial planning is one of the greatest gifts we can offer ourselves and our families. When you prepare now — whether by tackling Medicare changes or updating your estate plan — you protect your health, your wealth, and your future.

That’s why Friendship Village of Dublin is hosting our Fall Financial Planning event series. These two events will give you clarity, confidence, and strategies to protect your future and legacy.

Event 1: Medicare 101 – October 15, 2025 | 2:00 p.m. | Muirfield Room

Speaker: Brett Sweyer, “The Medicare Guy”

Medicare word cloudMedicare can often feel overwhelming, especially with the new changes coming in 2026. With over 20 years of experience, Brett Sweyer helps seniors navigate through the confusion. In this session, you’ll:

  • Learn what changes Medicare will make in 2026 and how they affect you

  • Discover how to maximize coverage while minimizing out-of-pocket costs

  • Understand the key deadlines you can’t afford to miss

You’ll walk away with practical strategies and the confidence to make wise decisions about your healthcare.

Event 2: Estate Planning 101 – October 23, 2025 | 2:00 p.m. | Muirfield Room

Speaker: Hope Spangler, Jarvis Law Office

Estate planning diagramEstate planning goes beyond writing a will — it protects your loved ones, preserves your assets, and ensures your wishes are honored. In this presentation, Hope Spangler will cover:

  • The five essential legal documents every adult should have

  • How and when to use a trust

  • Medicaid and long-term care planning

  • How to avoid probate and unnecessary costs

Whether you’re starting fresh or updating an existing plan, this session gives you the tools to safeguard your wishes and protect your loved ones.

Why Attend these Financial Planning Events?

  • Learn directly from trusted experts

  • Get straightforward answers to complex questions

  • Protect your health, your wealth, and your peace of mind

  • Connect with others in a welcoming community environment

Hosted at Friendship Village of Dublin

Photo of the main entrance to Friendship Village of Dublin.For over 40 years, Friendship Village of Dublin has been recognized as central Ohio’s premier senior living community. We deliver exceptional amenities, first-class care, and a vibrant atmosphere to help older adults thrive.

Reserve Your Seat Today

Seating is limited for these complimentary events. Secure your place now and gain knowledge that will benefit you and your loved ones for years to come.

To reserve your spot, call 614-665-5538 or click on the button below. We look forward to welcoming you!

RSVP Today!

 

 

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