Financial & Administrative Planning

As your community's population ages, the services your residents need will change. As a municipality you can help your community 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

Unbiased Medicare Information may be offered in a group session of 60-90 minutes for residents preparing to enroll in Medicare or during Medicare annual open enrollment. Sessions may be offered a few times a year and followed up with 1:1 counseling sessions to educate residents on their Medicare insurance options.

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