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X-WR-CALDESC:Events for Elville and Associates Blog
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DTSTART;TZID=America/New_York:20220406T060000
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DTSTAMP:20260410T104335
CREATED:20241219T213736Z
LAST-MODIFIED:20241219T213736Z
UID:75147-1649224800-1649230200@elvilleassociates.com
SUMMARY:Guardianship and the Alternatives – What Parents\, Family Members\, and Advisors Need to Know
DESCRIPTION:The decision to pursue guardianship — to obtain the legal authority to make decisions for another person — is one that has many intricacies to it and should not be taken lightly.  There are also many alternatives to guardianship to consider as well\, which is why speaking with a qualified attorney is extremely important during the decision making process and throughout the guardianship proceeding.Join Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville as he offers this webinar presentation about “Guardianship and the Alternatives: What Parents\, Family Members\, and Advisors Need to Know.”  Topics of discussion will include: \n— What is guardianship? \n— What are the benefits and drawbacks? \n— What are the main questions every family should ask before making the decision to pursue guardianship? \n— What are some of the alternatives to guardianship? \nTo register for the webinar and receive your personal link to attend ahead of time\, please click here.  Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/guardianship-and-the-alternatives-what-parents-family-members-and-advisors-need-to-know-2/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://elvilleassociates.com/blogs/6168/wp-content/uploads/2024/12/guardianship-b5Na91.tmp_-Vk5QtM.tmp_.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220412T093000
DTEND;TZID=America/New_York:20220412T103000
DTSTAMP:20260410T104335
CREATED:20241219T213737Z
LAST-MODIFIED:20241219T213737Z
UID:75149-1649755800-1649759400@elvilleassociates.com
SUMMARY:Webinar – After the Dementia Diagnosis
DESCRIPTION:In part seven of the Elville Webinar Series’ Wellness Series\, learn the questions to ask\, the steps to take\, and the wide variation in what could come next.  Whether the diagnosis is yours\, a loved one’s\, or someone for whom you’re a caregiver\, this session will be packed full of practical information.  You will be able to navigate this situation will so much more assurance and important resources.  It will also be a chance to ask all of your questions!Featuring nationally renowned speakers Ms. Ellen Platt\, a certified Aging LifeCare Manager\, Owner of The Option Group and cofounder of Propel Comprehensive Wellness\, and Dr. Michelle Fritsch\, a board certified\, doctoral trained health professional and founder of Retirement Wellness Strategies and cofounder of Propel Comprehensive Wellness\, this presentation is one you will not want to miss!   \nTo RSVP and receive your personal link to attend\, please click here.  Should you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries \n#wellnessseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-after-the-dementia-diagnosis-2/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://elvilleassociates.com/blogs/6168/wp-content/uploads/2024/12/senior-couple-with-caregiver-ufoq5Q.tmp_-7vpGpW.tmp_.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220420T060000
DTEND;TZID=America/New_York:20220420T070000
DTSTAMP:20260410T104335
CREATED:20241219T213734Z
LAST-MODIFIED:20241219T213734Z
UID:75145-1650434400-1650438000@elvilleassociates.com
SUMMARY:Webinar – “Rightsizing”/Downsizing in 2022
DESCRIPTION:When you think about downsizing (or “rightsizing”)\, what’s keeping you up at night?  Do you need to move or do you want to stay where you are?Join Elville and Associates as we welcome The Wendy Slaughter Team’s Donna Weaver and Karen Lawlor\, Realtors® and Seniors Real Estate Specialists\, as they address these questions and help you manage and understand the process of “rightsizing” in 2022: \n\nSort and pack\nDeferred maintenance\nUpdate the house\nPrice it right\nIdentify your “circle of support.”  Work with a great team!\n\nPlease click here to secure your registration and receive your personal webinar link. Should you have any questions before the presentation\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nOpen to clients\, the general public\, and financial advisors.  1.5 continuing education hours are available for CPAs\, CFPs and various other professionals who attend this webinar. We look forward to hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-rightsizing-downsizing-in-2022-2/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://elvilleassociates.com/blogs/6168/wp-content/uploads/2024/12/downsizing-2-odlrSa.tmp_-1ARPlw.tmp_.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220422T060000
DTEND;TZID=America/New_York:20220422T073000
DTSTAMP:20260410T104335
CREATED:20241219T213725Z
LAST-MODIFIED:20241219T213725Z
UID:75135-1650607200-1650612600@elvilleassociates.com
SUMMARY:Webinar – Understanding Estate and Trust Administration
DESCRIPTION:Presented by the Elville Webinar Series and Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville\, this webinar will delve into the situations that arise after the death of a client\, client’s family member\, or loved one and the trust and estate administration that takes place during that time. Helping advisors and family members understand what their roles are in helping clients and loved ones through the legal process\, what that legal process is\, and how advisors and other planning team members can best work together in support of clients is of paramount importance during this challenging time for all involved.Learning Objectives: \n— unraveling the mystery of what happens after the death of a client or loved one \n— minimizing confusion and providing maximum support to clients and loved ones at a time of crisis \n— what is the legal step-by-step process that needs to be taken after death? \n— what are the practical steps that should be taken after death? \n— examining the most significant and potentially problematic legal and tax issues advisors and family members should be aware of in the months following the death of a client or loved one \n— how financial advisors\, CPAs\, and attorneys can best work together in support of clients \nPlease click here to RSVP ahead of time and receive your personal webinar link to attend. Should you have any questions before the event\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-343-8533 x117.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-estate-and-trust-administration-4/
CATEGORIES:Webinar
ATTACH;FMTTYPE=image/jpeg:https://elvilleassociates.com/blogs/6168/wp-content/uploads/2024/12/last-will-and-testament-picture-URJdoB.tmp_-ybQG8s.tmp_.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220426T063000
DTEND;TZID=America/New_York:20220426T074500
DTSTAMP:20260410T104335
CREATED:20241219T213732Z
LAST-MODIFIED:20241219T213732Z
UID:75143-1650954600-1650959100@elvilleassociates.com
SUMMARY:Webinar – VA Aid & Attendance – A Tax-Free Pension for Those That Qualify (the “Secret Benefit”)
DESCRIPTION:Join Elville and Associates’ Senior Principal\, senior elder law and VA-accredited attorney Lindsay V.R. Moss for a presentation regarding VA Aid & Attendance — a tax-free benefit provided by the Department of Veteran Affairs. The benefit is designed to provide financial aid to help offset the cost of long-term care for those who need assistance with the daily activities of living.Topics for discussion will include: \n– what VA Aid & Attendance is \n– the three qualification questions \n– asset protection planning \n– The look back period and 2018 rules changes \n– what to do BEFORE selling your house \nOpen to clients\, financial advisors and the general public. For Certified Financial Planners\, CPAs\, and other professionals\, 1.5 continuing education hours will be available for attending this presentation. \nTo RSVP for this webinar\, please click here to receive your personal webinar link.  Should you have any questions\, please contact Jeff Stauffer\, Community Relations Director\, at jeff@elvilleassociates.com or 443-393-7696 x117.  We look forward to hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-va-aid-attendance-a-tax-free-pension-for-those-that-qualify-the-secret-benefit-2/
CATEGORIES:Webinar
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