Free Webinar – Elder Law Update & Maximizing Social Security Benefits

Our own David R. Okrent, CPA, Esq.  & Daniel G. Mazzola CFA, CPA & CFP.  Mr. Okrent will speak on Elder Law, Estate Planning and Estate Administration.  Mr. Mazzola will present using his Smarter Social Security class which he has presented at tax symposiums, public libraries and school districts, containing a discussion how individuals can claim their Social Security retirement benefits in a well-informed and prudent manner.

During this Free Town Hall Style Interactive Webinar you will learn about:  Changes coming in NY – Powers of Attorney and Medicaid, Social Security spousal benefits, survivor benefits and the restricted claiming strategy, Dangers of the break-even analysis when determining what age to claim, Integrating Social Security with other assets to generate a sustainable income stream during retirement, What Type of Care is available in Today’s Environment, What are you Entitled to, & How to protect assets, independence, dignity and control!