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.
How to Use A Power of Attorney and When to Establish A Guardianship
Presenter: Joseph Accetta (WC Supreme Court).
Broadcast on June 2nd, 2021.
Nursing Homes vs. Home Care: Comparing Each Community’s Resources
Presenter(s): Megan Shergill (Personal Touch Home Care) and Keith Singh (Meadowbrook Care Center).
Broadcast on May 19th, 2021.
Additional Resources:
How Tax Planning Changes Through Four Stages of Retirement
Presenter: Jean Riordan (TEG Lexco).
Broadcast on May 5th, 2021.
Additional Resources:
Spring Into A Healthier You! Nutrition to Support Your Immune System
Presenter: Antonella Caggiano (Westchester Country Department of Senior Programs and Services).
Broadcast on April 21st, 2021.
Additional Resources:
Should I Stay or Should I Go? What are the Best and Most Affordable Housing Options As You Age
Presenter: Neil Rimsky (Cuddy + Feder).
Broadcast on April 1st, 2021.
Financial Fitness for Seniors
Presenter: Joseph Soricelli (Aging Issues Management).
Broadcast on March 18th, 2021.
Additional Resources:
Important News! Webinar on New Power of Attorney Form in New York: What You Need to Know
Presenter: Deepankar Mukerji.
Broadcast on February 24th, 2021.
Additional Resources:
Asking the Right Questions: An Inclusive Approach to Estate Planning
Presenter: Kadeen Wong (Kurzman, Eisenberg, Corbin & Lever).
Broadcast on January 13th, 2021.
I Don’t Want to Talk About It: The Most Frequently Overlooked Aspects of End-of-Life Planning
Presenter: Robert Kestenbaum (Woodlawn Cemetery).
Broadcast on December 16th, 2020.