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X-WR-CALDESC:Events for Elville and Associates Blog
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221005T063000
DTEND;TZID=America/New_York:20221005T074500
DTSTAMP:20260409T073227
CREATED:20241219T213822Z
LAST-MODIFIED:20241219T213822Z
UID:75176-1664951400-1664955900@elvilleassociates.com
SUMMARY:Webinar - Guardianship - What Is It\, When Is it Appropriate\, and What Are Some Alternatives?
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’ Senior Principal and senior elder law attorney Lindsay V.R. Moss as he offers this webinar presentation about “Guardianship – What Is It\, When Is It Appropriate\, and What Are Some  Alternatives?”  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 receive your personal link to attend ahead of time\, please click here. \nShould 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/webinar-guardianship-what-is-it-when-is-it-appropriate-and-what-are-some-alternatives-3/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221006T060000
DTEND;TZID=America/New_York:20221006T071500
DTSTAMP:20260409T073227
CREATED:20241219T213852Z
LAST-MODIFIED:20241219T213852Z
UID:75193-1665036000-1665040500@elvilleassociates.com
SUMMARY:Webinar – Financial Exploitation: Frauds and Scams Targeting Seniors
DESCRIPTION:Thursday\, October 6th – 10:00 – 11:15 a.m.It is estimated that seniors are scammed out of $36 billion dollars per year in financial exploitation. Such exploitation occurs whenever older adults are deprived of their property by improper means. This commonly includes fraud\, theft or deceptive behavior. Often the perpetrator of this behavior is a family member\, caregiver\, or someone who has a relationship of trust with the older adult. This presentation will cover the various types of financial exploitation\, scams and frauds that target seniors and the best ways to minimize being victimized. Case studies and interviews with victims are included in the presentation. \nYour presenter is Mr. Andre Lingham\, Founder and President for the Center of Elder Justice and Education and a distinguished retired Howard County Police Officer. The Center of Elder Justice and Education was established in 2021 and is a non-profit organization that promotes elder abuse awareness and education. Their mission is done by virtual and in person training to senior citizens\, the general public\, government agencies\, police departments and private institutions.  Andre previously served over 30 years in law enforcement and retired from the Howard County Police Department in 2019 to focus full time on elder abuse awareness and education. While a member of the Howard County Police Department\, he served as the Senior Citizen Liaison for 5 years. In 2014\, Andre was named Howard Police Officer of the Year and 2015 American Legion Law Enforcement Officer of the Year for his work educating and protecting seniors \nPlease RSVP here to secure your registration and receive the webinar link. Should you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117.  We look forward to hosting you! \nFor CPAs\, CFPs\, and various other professionals\, 1.5 continuing education hours are available for attending this webinar. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-financial-exploitation-frauds-and-scams-targeting-seniors-2/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221012T053000
DTEND;TZID=America/New_York:20221012T073000
DTSTAMP:20260409T073227
CREATED:20241219T213841Z
LAST-MODIFIED:20241219T213841Z
UID:75189-1665552600-1665559800@elvilleassociates.com
SUMMARY:Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum
DESCRIPTION:Advisory Team SeriesFiscal Year Fast Start – Collaborating in 2022-2023 \nHow Financial Advisors\, CPAs\, and Attorneys Can Help Clients Achieve Perfection in Planning \nIn this interactive workshop\, estate planning\, elder law\, and special needs planning attorney Stephen R. Elville\, J.D.\, LL.M.\, will lead a discussion addressing the many obstacles faced by clients in their pursuit of perfection in estate\, tax\, and financial planning\, including bottlenecks and non-collaboration inside the Advisory Team\, and what Advisors can do to fix this pervasive problem and ensure that clients and their families have the greatest possible opportunity to achieve their highest planning vision (thereby achieving tangible and intangible benefits to Advisors that require no explanation). \nDiscussion points will include: \n\nWhat kind of Advisory Team does your client have (if any)?\nWhat clients really want from their Advisory Team (including the subconscious) – what are their expectations?\nFocus on the Advisory Team – what is it and what are its strengths and challenges?\nHow clients suffer when the Advisory Team\, or lack thereof\, fails to function\nCauses and sources of Advisory Team failure\, and how to avoid them\nSetting client expectations – teeing up correctly and keeping your head down prior to hitting the ball\nUsing a driver to putt – are you inadvertently engaging in estate planning?\nHow clients can achieve perfection in planning\, and what are the obstacles?\nResponsibilities and Opportunities for the Advisory Team \nRisks versus Rewards\nCase examples\n\nTo RSVP for The Advisors’ Forum\, please email Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com.   \n1.5 continuing education hours will be available for CFPs\, CPAs and various other professionals who attend this webinar.  We look forward to hosting you! \nShould you have any questions ahead of time\, please Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117. \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/stephen-r-elville-elville-and-associates-present-the-advisors-forum-2/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221020T060000
DTEND;TZID=America/New_York:20221020T071500
DTSTAMP:20260409T073227
CREATED:20241219T213851Z
LAST-MODIFIED:20241219T213851Z
UID:75191-1666245600-1666250100@elvilleassociates.com
SUMMARY:Webinar – Identity Theft: The Illusion of Privacy
DESCRIPTION:Identity theft occurs when someone uses another’s personal identifying information\, like their name\, social security number or credit card number\, to commit fraud or theft. Identity theft is one of the fastest growing crimes in the United States. A 2021 Javeline Strategy study estimates Americans lost a total of $56 billion dollars in Identity Theft scams. These alarming statistics demonstrate identity theft may be the most frequent\, costly and pervasive crime in the United States. This presentation will cover the various types of identity theft\, to include child ID theft\, medical ID theft\, tax ID theft and data breaches. The ease of accessing our personal information online and through public information resources will also be discussed.Your presenter is Mr. Andre Lingham\, Founder and President for the Center of Elder Justice and Education and a distinguished retired Howard County Police Officer. The Center of Elder Justice and Education was established in 2021 and is a non-profit organization that promotes elder abuse awareness and education. Their mission is done by virtual and in person training to senior citizens\, the general public\, government agencies\, police departments and private institutions.  Andre previously served over 30 years in law enforcement and retired from the Howard County Police Department in 2019 to focus full time on elder abuse awareness and education. While a member of the Howard County Police Department\, he served as the Senior Citizen Liaison for 5 years. In 2014\, Andre was named Howard Police Officer of the Year and 2015 American Legion Law Enforcement Officer of the Year for his work educating and protecting seniors \nPlease RSVP here to secure your registration and receive the webinar link. Should you have any questions before the webinar\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117.  We look forward to hosting you! \nFor CPAs\, CFPs\, and various other professionals\, 1.5 continuing education hours are available for attending this webinar. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-identity-theft-the-illusion-of-privacy-2/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221021T060000
DTEND;TZID=America/New_York:20221021T073000
DTSTAMP:20260409T073227
CREATED:20241219T213926Z
LAST-MODIFIED:20241219T213926Z
UID:75201-1666332000-1666337400@elvilleassociates.com
SUMMARY:Webinar – Trustee Selection – How to Choose the Right One for You
DESCRIPTION:Join Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville as he offers this webinar discussion about the very important topic of how to select a Trustee.  Choosing a Trustee is one of the most intensive pieces of the estate planning process\, and a choice not to be taken lightly.  Ensure you’re educated about all the factors that go into making this important decision.  Points of emphasis will include:—  What is a Trustee and what are their responsibilities? \n—  Types of Trustees and their characteristics – advantages and disadvantages \n—  The perfect Trustee – setting the benchmark for selection \n—  Trustee selection – why is it so important? \n—  Trustee succession and plan design – why so difficult\, why so crucial? \n—  Trustee roles in Wills and Trusts \n—  What are some reasons to consider appointing a Corporate Trustee? \n—  Why should you be concerned about “Successor Trustee risk”? \nTo register for the webinar and receive the link ahead of time\, please click here.  Should you have any questions beforehand\, please contact Community Relations Director and webinar moderator Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x 117.  We look forward to hosting you! \nOpen to clients\, advisors and the general public.  For Certified Financial Planners\, CPAs\, and various other professionals\, 1.5 continuing education hours will be available for attending this presentation. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-trustee-selection-how-to-choose-the-right-one-for-you-5/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221025T063000
DTEND;TZID=America/New_York:20221025T071500
DTSTAMP:20260409T073227
CREATED:20241219T213855Z
LAST-MODIFIED:20241219T213855Z
UID:75197-1666679400-1666682100@elvilleassociates.com
SUMMARY:Webinar – Answers to Today’s Real Estate Questions
DESCRIPTION:The real estate market has changed a bit since we welcomed Realtors Donna Weaver and Karen Lawlor of the Wendy Slaughter Team this past spring.  Donna and Karen are back to talk a little about rising interest rates\, inventory\, and share some answers to some of the most current commonly asked real estate questions. And\, as always they’ll be available to answer any questions you may have for them.  This is a presentation you certainly won’t want to miss!To receive your personal link to attend ahead of time\, please click here.   \nShould you have any questions before the presentation\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696.    \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-answers-to-todays-real-estate-questions-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221027T073000
DTEND;TZID=America/New_York:20221027T083000
DTSTAMP:20260409T073227
CREATED:20241219T213836Z
LAST-MODIFIED:20241219T213836Z
UID:75183-1666855800-1666859400@elvilleassociates.com
SUMMARY:Webinar – The Elville Webinar Series’ Wellness Series: Know Your "WHY"?  Fulfillment vs Busyness
DESCRIPTION:Join us in our next installment of the Elville Webinar Series’ Wellness Series featuring Dr. Michelle Fritsch and Ms. Ellen Platt to discuss purpose and meaning.The discussion will include paring down your “to-do list” and eliminating unfocused “busyness” to make room to hone in on the important aspects of our lives – to find fulfilment and meaning in what we do. \nTo RSVP and receive your personal link to attend\, please click here \nShould you have any questions before the webinar\, please contact Jeff Stauffer\, Community Relations Director\, 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-the-elville-webinar-series-wellness-series-know-your-why-fulfillment-vs-busyness-2/
CATEGORIES:Webinar
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