Learning

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Cover image of the Planning Checklist

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.

Making Tough Choices: Using Public Data to Compare Rehabilitation Centers and Nursing Homes

Presenter(s): Deborah Truhowsky (Law Firm of D.H. Truhowsky) & Elena Falcone (WLS).

Broadcast on October 6th, 2021.

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67 Decisions That Need to Be Made When A Death Occurs

Presenter: William Morena (Woodlawn Cemetery).

Broadcast on September 15th, 2021.

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Aging in Place: Options, Choices and Affordability

Presenter: Barbara Newman Mannix (Dignified Life).

Broadcast on September 1st, 2021.

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Making Medical Decisions for Another

Presenter(s): Gretchen Flint (Pace Law School) and Roberta Goodman (Pace Women’s Justice Center).

Broadcast on August 4th, 2021. [Read more]

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Special Needs Planning and Guardianship for Persons with Intellectual and Developmental Disabilities

Presenter: Frances Panteleo (Bleaklet Platt & Schmidt) FRANCES PANTALEO (BLEAKLET PLATT & SCHMIDT).

Broadcast on [Read more]

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Using The New Power of Attorney Form for New York

Presenter: Deepankar Mukerji.

Broadcast on June 30th, 2021.

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How to Use A Power of Attorney and When to Establish A Guardianship

Presenter: Joseph Accetta (WC Supreme Court).

Broadcast on June 2nd, 2021.

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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.

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How Tax Planning Changes Through Four Stages of Retirement

Presenter: Jean Riordan (TEG Lexco).

Broadcast on May 5th, 2021.

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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.

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