Learning
Planning Checklist
This checklist helps you organize important documents, financial information, and key contacts in one place, making it easier for you and your loved ones to access what’s needed when it matters most.
Medicaid Planning for Those With Small Business Interests
Presenter: Moira Laidlaw (Hollis, Laidlaw & Simon).
Broadcast on April 13th, 2022.
Additional Resources:
Understanding Your Social Security Retirement Benefits
Presenter: Adam Rude (Claricity Wealthy & Planning).
Broadcast on March 30th, 2022.
Additional Resources:
Asking The Right Questions: An Inclusive Approach to Estate Planning
Presenter: Kadeen Wong (Bleakley, Platt, & Schmidt).
Broadcast on March 16th, 2022.
Additional Resources:
La Importancia de Hacer su Propio Testamento
Presenter: Jennifer Abelaj.
Broadcast on March 2nd, 2022.
Addtional Resources (Recursos Adicionales):
How to Use A Pooled Income Trust to Qualify for Community Medicaid
Presenter: Brian Lawrence (Life, Inc.).
Broadcast on February 23rd, 2022.
Additional Resources:
Do You Need Home Care? How To Obtain Benefits Through the Medicaid Personal Care Program
Presenter: Samantha Lyons (Enea, Scanlon & Sirignano).
Broadcast on February 9th, 2022.
Additional Resources:
The Role of Life Insurance in Estate Planning
Presenter: Jean Riordan (TEG Lexco).
Broadcast on January 26th, 2022.
Additional Resources:
Organizing Your Successful Aging Plan: A Fresh Approach to Elder Law and Meeting the Challenges of Caregiving
Presenter(s): Cornelia Schimert (Phelps Hospital Northwell Health) and Sarah Steckler (Warshaw Burstein).
Broadcast on January 12th, 2022.
Additional Resources:
Financial Fitness for Seniors During the Holidays and Beyond
Presenter: Joseph Soricelli (Aging Issues Management).
Broadcast December 15th, 2021.
Additional Resources:
How Do I Pay for Long Term Care? Planning With and Without Long Term Care Insurance
Presenter: Deepankar Mukerji.
Broadcast December 1st, 2021.
Additional Resources: