Financial & Administrative Planning

As a company's employee population ages the services their employees and families need will change over time. As an employer you can help your pre-retirement employees and post-retirement alumni prepare for what comes next.

The financial and administrative planning tools from Southern Maine Agency on Aging are services and resources that can help individuals and families plan ahead for the changes in their lives.

Medicare Information

Provide your employees with unbiased information about Medicare in a 60 to 90 minute group session.

Our seminars are specifically designed for employees preparing to enroll in Medicare as new members or make changes to existing plans during Medicare's annual open enrollment period.

Sessions may be offered a few times a year and followed up with one on one counseling sessions to assist employees with sign-up for Medicare, reviewing insurance plans and drug formularies, or with any other questions they may have.

All sessions are facilitated by a fully-trained, highly-skilled, State Health Insurance Program (SHIP) Counselor. While counselors will not recommend or sell insurance programs, they will answer questions and teach participants how to consider their options.

Advance Health Care Planning

Services include lunch and learn sessions with the availability of a personal follow-up in a one on one session to support the creation of an Advance Directive Form.

This session is helpful for adults of all ages and will introduce topics such as:

  • What is an Advance Directive and why they are important?

  • How to create an Advance Directive

  • Discussing issues that may surface when developing an Advance Directive

  • How to talk to family and friends about advance care planning

  • What to do with an Advance Directive once you have one