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.
Making Medicare Work for You in 2026: Maximizing Your Options
Speaker: Julie Woodward, Counselor, Senior Benefits Information Counseling (SBIC); Broadcast on November 13, 2025
Additional Resources:
Seven Gaffes in Estate Planning and What to Do Instead
Speaker: Joanna Feldman, Esq., Partner, Maker, Fragale & Di Costanzo, LLP; Senior Law Day Workshop presented on October 9, 2025
This [Read more]
Making Medicare Work for You: Maximizing Your Options
Speaker: Julie Woodward, Senior Benefits Information Counseling (SBIC); Senior Law Day Workshop presented on October 9, 2025
Understand 2026 updates to [Read more]
Nuts and Bolts of Medicaid Planning
Speaker: Samantha A. Lyons, Esq., Falcon Rappaport & Berkman LLP; Senior Law Day Workshop presented on October 9, 2025
This workshop [Read more]
The Best and Most Affordable Housing Options as You Age
Speakers: Melinda Bellus, Esq., Legal Services of the Hudson Valley, Mario L. Martirano, CRMP, Certified Reverse Mortgage Professional; Senior Law [Read more]
Solo Aging: Perspective from the Professionals
Speakers: Amy Jo Neill, The ANA Group Asha Paulose, Esq., Law Office of Asha Paulose; Senior Law Day Workshop presented [Read more]
Long Term Care Options
Speaker: Deepankar Mukerji, Esq., Deepankar Mukerji PLLC; Senior Law Day Workshop presented on October 9, 2025
This workshop presents the various [Read more]
Understanding Your Social Security Benefits
Speaker: Joanna Rrezja CFP, Financial Advisor, The Westchester Group; Morgan Stanley Wealth Management; Senior Law Day Workshop presented on October [Read more]
What If’s: Financial Planning for Retirement, Housing & LTC
Speakers: Sara Meyers, Esq. CELA, Enea, Scalan & Sirgnano, LLP Joseph Soricelli AIFA,CMP, Aging Solutions Management; Senior Law Day Workshop [Read more]
Aging Adults & Estate Planning: How to Start the Conversation
Speaker: Irma Ninetz, Esq., Partner, McCarthy Fingar LLP; Senior Law Day Workshop presented on October 9, 2025
This presentations discusses how [Read more]