Nuts and Bolts of Financial Planning: Making Your Money Last Through Retirement
Presented by: Robert Leitner, CFP
Handouts, Presentation, Other Resources
How Do I Pay for Long-Term Care? Planning With and Without Long-term Care Insurance and Reverse Mortgages
Presented by: Deepankar Mukerji, Esq., Abe Gruenwald
Handouts, Presentation, Other Resources
Should I Use a Will or a Trust: Who’s Afraid of Probate? What To Do When Someone Dies
Presented by: Moira Laidlaw, Esq., Sara Meyers, Esq.
This presentation will answer questions relating to probate, what it is and how a Will is declared valid, what assets are governed by your Last Will and Testament, what assets are not governed by your Will, and what legal actions to take after a loved one passes away.
Avoid 10 Greatest Gaffes in Estate Planning:
Update on Estate and Income Tax Laws,
Presented by: Frances Pantaleo, Esq., Kathy Rosenthal, Esq.
Handouts, Presentation, Other Resources
Getting It Straight: Medicare and the Affordable Care Act
Presented by: Beth Shyken, Esq.
This session will include information on Medicare and the health insurance Marketplaces, the Doughnut Hole, and Medicare-covered preventive services
Planificación de Estado: Testamentos, Cuidados Médicos y Finanzas
Presented by: Elizabeth Valentin, Esq.
I Don’t Want to Talk About It: The most frequently overlooked aspects of estate planning
Presented by: Mary Beth Morrissey, PhD, MPH, JD., Robin Sherwood, CFP