Learning

Select one or any combination of the filters below. Your result list will automatically refresh and display when you revise the filters. Or you can try a keyword search.   Resources matching your interests will be listed in date order.

  • FILTER BY TOPIC

  • FILTER BY CONTENT TYPE

  • FILTER BY LANGUAGE

  • KEYWORD SEARCH

My 65+ Planning Checklist: Am I on Track?

Presenters: Jean Riordan, CFP, Vice President, Vision Retirement
Sarah Steckler, Esq., Partner, Warshaw Burstein LLP

Broadcast on March 13, 2024

[Read more]
| ,

Caring and Planning for a Child (or Loved One) with Disabilities as We Age

Presenters: Adrienne Arkontaky, The Arkontaky Law Group, PC

Broadcast on February 21, 2024

Additional Resources:

| ,

Will Medicaid Pay for Nursing Home Care?

Presenters: Sara Meyers, Esq., Enea, Scanlan & Sirignano, LLP

Broadcast on January 24, 2024

Additional Resources:

| , , ,

Steps in Estate Planning to Avoid Adult Guardianship

Presenters: Kathleen A. Redalieu, Esq., Hollis Laidlaw & Simon P.C.

Broadcast on December 12, 2023

Additional Resources:

| , ,

Aging Adults & Estate Planning: How to Start the Conversation

Presenters: Irma K. Nimetz, Partner, McCarthy Fingar LLP

Broadcast on November 16, 2023

Additional Resources:

| ,

Integrating Your Estate Plan With Your Long-Term Care Plan

Presenters: Julia Santo, Esq. of Lamson & Cutner, P.C.

Broadcast on October 25, 2023

Additional Resources:

| , ,

Planning Checklist

The Senior Law Day Collaborative’s Planning Checklist is a “one stop shop” for collecting all of the contact information, [Read more]

|

67 Decisions that need to be made when a death occurs

Presenters: Mary Lou Morgan, Woodlawn Cemetery

Broadcast on October 11, 2023

Additional Resources:

|

Top Financial Concerns and Wishes for 2023 and Beyond

Presenters: Amir Asadi, Fortis Lux Financial

Broadcast on September 20, 2023

Additional Resources:

|

The 5 Reasons You Need a Trust

Presenters: Alan Feller, Owner, The Feller Group, P.C.

Broadcast on September 6, 2023

Additional Resources:

| , , ,