Events

The death of a loved one often brings confusion, unanswered questions, and significant responsibility for those left behind. In this educational online event, Stephen Elville, Managing Principal of  Elville and Associates, will provide clear, practical guidance on the estate and trust administration process following a death. Designed for surviving spouses, family members, fiduciaries, and professional […]

Presented by Safe Aging Strategies' Founder Andre Lingham, “The Talk That Every Family Needs to Have” is a compassionate and practical presentation designed to help adult children and aging parents have important conversations before a crisis occurs. Guided by the philosophy, “Hope for the best, prepare for the worst,” the presentation explores long-term care planning, […]

For people with disabilities who receive means-tested benefits such as SSI and Medicaid, saving for the future can be challenging without potentially affecting important benefits. ABLE accounts provide an opportunity for eligible individuals to save, invest, and pay for qualified disability expenses while maintaining greater financial independence. Join Kelly Nelson, Outreach and Communications Manager for […]