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DTSTART;TZID=America/New_York:20230111T050000
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DTSTAMP:20260409T044514
CREATED:20241219T214002Z
LAST-MODIFIED:20241219T214002Z
UID:75226-1673413200-1673418600@elvilleassociates.com
SUMMARY:Understanding Maryland ABLE Accounts and How the Benefit Your Loved One with Special Needs
DESCRIPTION:Maryland ABLE accounts help families and their loved ones with disabilities save for the future without jeopardizing federal\, state and local benefits. Join Kelly Nelson\, Outreach and Communications Manager from Maryland ABLE\, as she shares by webinar the following: \n\nthe eligibility criteria and enrollment process;\nfeatures of an ABLE account and the account management process;\ntax-free savings and tax-free withdrawals for qualified disabilities expenses;\naccessing a Maryland state income tax deduction for contributions; and\,\nhow an ABLE account can be used in collaboration with a Special Needs Trust\n\nPlease click here to secure your registration and receive the webinar link ahead of time.  Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117. \nThis webinar is open to clients\, the general public\, and financial advisors.  1.5 continuing education hours will be offered for CPAs\, CFPs\, and other professionals for attending this presentation.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/understanding-maryland-able-accounts-and-how-the-benefit-your-loved-one-with-special-needs-4/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20230117T060000
DTEND;TZID=America/New_York:20230117T070000
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CREATED:20241219T214013Z
LAST-MODIFIED:20241219T214013Z
UID:75230-1673935200-1673938800@elvilleassociates.com
SUMMARY:The Elville Webinar Series’ Wellness Series – Relationship Changes in Retirement
DESCRIPTION:Tuesday\, January 17th – 11:00 a.m. – noonIn Installment 15 of the Elville Webinar Series’ Wellness Series\, we will discuss in depth relationship changes in retirement.  The relationships that demand much of your time while working are not typically the relationships you most cherish in retirement\, and this notion takes a lot of people by surprise.  Also\, with the mobility of people in today’s society\, to keep your friends’ list robust there is always room to make new relationships.  We will further discuss transition and relationship strengthening! \nFeaturing nationally renowned speakers Ms. Ellen Platt\, a certified Aging LifeCare Manager and President of The Option Group\, and Dr. Michelle Fritsch\, a board certified\, doctoral trained health professional and founder of Retirement Wellness Strategies\, this presentation is one you will not want to miss!   \nTo RSVP and receive your personal link to attend\, please click here. \nShould 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/the-elville-webinar-series-wellness-series-relationship-changes-in-retirement-2/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230123T140000
DTEND;TZID=America/New_York:20230123T153000
DTSTAMP:20260409T044514
CREATED:20241219T214016Z
LAST-MODIFIED:20241219T214016Z
UID:75234-1674482400-1674487800@elvilleassociates.com
SUMMARY:The Essentials of Estate Planning and Elder Law
DESCRIPTION:https://www.timmickfinancial.com/.32.htmJoin Elville and Associates’ Managing Principal and Lead Attorney Steve Elville\, J.D.\, LL.M.\, as we partner with Timmick Financial Group and Retirement Planning Specialist Mark Timmick\, CRPC®\, AIF® for our semiannual three-evening Retirement Planning Webinar Series.  Each evening is purely educational in nature and no cost to attend.  Evening one will feature Steve discussing estate planning and elder law essentials – “excellent estate planning” – and will include the following topics: \n\nProbate vs. non-probate\, will-based plan vs. a revocable trust-based plan\, and pros and cons of each\nHow to properly protect assets so the most possible passes to your spouse\, children and grandchildren\nHow outdated documents create problems in the future\, and how to achieve perfection for your legacy\nHow to plan for incapacity and avoid guardianship\nHow to define specific goals for your family’s unique planning needs and circumstances\nHelp ensure family harmony while settling your estate\nWhy many estate plans fail and the steps you can take to ensure success for your family\n\nTo RSVP for the presentation ahead of time or to RSVP for Tuesday 1/24’s “Savvy Social Security Planning” or Wednesday 1/25’s “Maximizing Retirement Income” webinars\, please click here.   \nShould you have questions ahead of time\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or Timmick Financial’s Gail Timmick at gail@timmickfinancial.com.   \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/the-essentials-of-estate-planning-and-elder-law-10/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20230125T050000
DTEND;TZID=America/New_York:20230125T063000
DTSTAMP:20260409T044514
CREATED:20241219T213959Z
LAST-MODIFIED:20241219T213959Z
UID:75222-1674622800-1674628200@elvilleassociates.com
SUMMARY:How to Achieve Perfection for your Legacy – Intentionalism in Estate Planning
DESCRIPTION:Many people want to achieve excellence in their estate planning – to establish an estate plan that works as intended – one that will stand the test of time\, accomplish personal goals and priorities\, provide for the disposition of assets in the desired way to the persons and/or organizations of choice\, controlling costs\, and setting forth values\, ideas\, concepts\, and aspirations – organized by leading-edge legal-technical concepts that are up to date at the time of death\, and guided by highly instructional letters of wishes or memorandums.  Yet few people understand the kind of estate planning process necessary for the realization of this ideal\, and even fewer people are offered the opportunity to participate in the kind of process necessary to facilitate the same.  To say that achieving true excellence in estate planning is akin to successfully sailing around the world alone is not an exaggeration.  It takes all of the stuff of legend\, including purpose\, persistence\, patience\, and introspection; partnership with your estate planning attorney and an adequate process forward (facilitated by the attorney); maintenance and updating of the estate plan over time; and more.  In short\, true excellence in estate planning requires being extremely intentional.  In this webinar\, Stephen R. Elville\, Managing Principal and Lead Attorney with Elville and Associates\, P.C.\, will lead a discussion about Intentionalism in estate planning.  Topics of discussion will include: \n\nWhy being intentional in estate planning matters;\nUnderstanding the risks in estate planning;\nWhy knowing what you want out of estate planning matters;\nAvoiding estate plan failure;\nMaintenance and updating;\nThe importance of Partnership\n\nPlease click here to register for the presentation and receive the webinar link ahead of time.  Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696\, x117. \nOpen to clients\, advisors\, and the general public.  1.5 continuing education credits will be available to advisors who attend this presentation.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/how-to-achieve-perfection-for-your-legacy-intentionalism-in-estate-planning-2/
CATEGORIES:Webinar
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