Taxes, Preservation of Assets, IRAs, Social Security
Nuts and Bolts of Medicaid Planning
Speaker: Samantha A. Lyons, Esq., Falcon Rappaport & Berkman LLP; Senior Law Day Workshop presented on October 9, 2025
This workshop [Read more]
The Best and Most Affordable Housing Options as You Age
Speakers: Melinda Bellus, Esq., Legal Services of the Hudson Valley, Mario L. Martirano, CRMP, Certified Reverse Mortgage Professional; Senior Law [Read more]
Understanding Your Social Security Benefits
Speaker: Joanna Rrezja CFP, Financial Advisor, The Westchester Group; Morgan Stanley Wealth Management; Senior Law Day Workshop presented on October [Read more]
What If’s: Financial Planning for Retirement, Housing & LTC
Speakers: Sara Meyers, Esq. CELA, Enea, Scalan & Sirgnano, LLP Joseph Soricelli AIFA,CMP, Aging Solutions Management; Senior Law Day Workshop [Read more]
What Legacy Really Means – and How to Plan Ahead with Intention
Speaker: Marni Blank, Esq., Begin with the End; Broadcast on October 29, 2025
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Perspectives on Elder Law: A Senior Law Day Preview
Panelists: Krishna Brodigan, Westchester Library System; Melinda Bellus, Esq., Legal Services of the Hudson Valley; Samantha Lyons, Esq., Falcon [Read more]
An Overview of Trusts in Estate Planning – One Size Does Not Fit All
Speaker: Salvatore M. Di Costanzo, Partner Maker, Fragale & Di Costanzo, LLP; Broadcast on September 10, 2025
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AI in Estate Planning: How People Are Being Led/Misled by ChatGPT & Other Tools
Speaker: Kadeen Wong, Esq., Law Office of Kadeen Wong; Broadcast on September 3, 2025
Caregiving-Planning for Today and Tomorrow From a Professional’s Perspective
Speakers: Barbara Newman Mannix, Founder, A Dignified Life LLC Adriane Geiger, Director of Family Advocacy, A Dignified Life LLC; [Read more]
Caring for the Caregiver – Financial, Legal and More
Speaker: Stacy Francis, CEO, Francis Financial, Inc. and Founder, Savvy Ladies; Broadcast on July 15, 2025
Additional Resources:
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