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.
Fundamentos de Seguridad en Línea. ¡7 Cosas Para Hacer de Inmediato!
Presenter: Allison Midgley (WLS).
Broadcast on May 3rd, 2023.
Keeping Your Financial House in Order: Tips to Tame Your Paperwork and Calm Your Mind
Presenter: Amy Jo Neill (ANA Group).
Broadcast on April 20th, 2023.
Accompanying Presentation:
Cómo Mantener en Orden Su Hogar Financiero: Consejos Para Dominar sus Documentos y Tranquilizar su Mente
Presenter: Amy Jo Neil (ANA Group).
Broadcast on April 20th, 2023.
Adapting for Accessibility: Stay Entertained, Informed, and Engaged Through Your Local Library
Presenter: Krishna Brodigan (WLS).
Broadcast on April 5th, 2023.
Additional Resources:
Adaptación Para la Accesibilidad: Manténgase Entretenido, Informado y Comprometido a Través de su Biblioteca Local
Presenter: Krishna Brodigan (WLS).
Broadcast on April 5th, 2023.
Elder Law 101: Everything You Need to Know About Planning to Preserve Your Assets
Presenter: Steven Schurkman (Keane & Beane).
Broadcast on March 22nd, 2023.
Additional Resources:
Fundamentos de Las Leyes de Adultos Mayores: Todo Loque Debe Sobre la Planificación para Preservar sus Activos
Presenter: Steven Schurkman (Keane & Beane).
Broadcast on March 22nd, 2023.
How to Use a Pooled Income Trust to Qualify for Community Medicaid
Presenter: Brian Lawrence (Life, Inc).
Broadcast on March 8th, 2023.
Additional Resources:
Financial Elder Abuse & Senior Scams
Presenter: Sara Meyers (Enea, Scanlan & Sirignano).
Broadcast on February 22nd, 2023.
Additional Resources:
Financial Help for The Surviving Spouse or Partner
Presenter: Stacy Francis (Francis Financial).
Broadcast on February 8th, 2023.
Additional Resources: