Taxes, Preservation of Assets, IRAs, Social Security
Financial Fitness for Seniors During the Holidays and Beyond
Presenter: Joseph Soricelli (Aging Issues Management).
Broadcast December 15th, 2021.
Additional Resources:
How Do I Pay for Long Term Care? Planning With and Without Long Term Care Insurance
Presenter: Deepankar Mukerji.
Broadcast December 1st, 2021.
Additional Resources:
Aging in Place: Options, Choices and Affordability
Presenter: Barbara Newman Mannix (Dignified Life).
Broadcast on September 1st, 2021.
Additional Resources:
How Tax Planning Changes Through Four Stages of Retirement
Presenter: Jean Riordan (TEG Lexco).
Broadcast on May 5th, 2021.
Additional Resources:
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: