Taxes, Preservation of Assets, IRAs, Social Security
Active Senior Law Day Collaborative Members (August 2023)
All of the members of our Collaborative volunteer their time and expertise. All those listed have participated in our [Read more]
67 Decisions That Need to Be Made When A Death Occurs
Presenter: Mary Lou Morgan (Woodlawn Cemetery).
Broadcast on September 21st, 2022.
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Elder Law Q&A 22nd edition
This 22nd edition of the Elder Law Q&A: An Introduction to Aging Issues and Planning for the Future was [Read more]
Keeping Your Financial House in Order: Tips to Tame Your Paperwork and Calm Your Mind
Presenter: Amy Jo Neill (ANA Group).
Broadcast on June 29th, 2022.
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Medicaid Planning for Those With Small Business Interests
Presenter: Moira Laidlaw (Hollis, Laidlaw & Simon).
Broadcast on April 13th, 2022.
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Understanding Your Social Security Retirement Benefits
Presenter: Adam Rude (Claricity Wealthy & Planning).
Broadcast on March 30th, 2022.
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Financial Fitness for Seniors During the Holidays and Beyond
Presenter: Joseph Soricelli (Aging Issues Management).
Broadcast December 15th, 2021.
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How Do I Pay for Long Term Care? Planning With and Without Long Term Care Insurance
Presenter: Deepankar Mukerji.
Broadcast December 1st, 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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How Tax Planning Changes Through Four Stages of Retirement
Presenter: Jean Riordan (TEG Lexco).
Broadcast on May 5th, 2021.
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