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.
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.
How Do I Pay for Long Term Care? Planning With and Without Long Term Care Insurance
Presenter: Deepankar Mukerji.
Broadcast on December 2nd, 2020.
Additional Resources:
On End-of-Life Planning: Education on Legal Advanced Directives and Medical Directive Forms
Presenter: Gretchen Flint (Pace Law School).
Broadcast on November 18th, 2020.
Additional Resources:
Veteran’s Benefits Themed Program
Presenter: Charlotte Trotter (Westchester Counter Veterans Service Agency).
Broadcast on November 11th, 2020.
Additional Resources:
Should I Get A Will or Trust? Who’s Afraid of Probate?
Presenter: Joseph Accetta (WC Supreme Court).
Broadcast on October 14th, 2020.