• This event has passed.

Free Webinar – Elder Law Update & Maximizing Social Security Benefits

November 12, 2020 @ 6:30 pm - 8:00 pm

Learn From:

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 and the ever changing “Estate Tax”.  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 to “Powers of Attorney” and “Medicaid”, and how to plan for Estate Tax, 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!

You will hear about:
– Social Security Benefits,
– Social Security Survivor Benefits,
– Social Security Restricted Claiming Strategy,
– Medicare,
– Estate Planning and Medicaid,
– Healthcare Proxies, Living Wills, & MOLSTS,
– Powers of Attorney, Trusts, & Wills
– Estate tax,
– Home Care,
– Assisted Living,
– Nursing Home Care &
– The Do’s and Don’ts during the health Crisis and 2020-2021 changes coming in New York.
Thank you for your  interest in this seminar however, this seminar date has passed.  Please look to our upcoming seminars and sign up for one of them!

Details

Date:
November 12, 2020
Time:
6:30 pm - 8:00 pm