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DTSTART;TZID=America/New_York:20231005T063000
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DTSTAMP:20260408T102904
CREATED:20241219T214213Z
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SUMMARY:Webinar: Medicare – Which Plan Is Right for You?
DESCRIPTION:Join Elville and Associates as we welcome and partner with Mr. Donald Oates\, CLU\, ChFC\, RTRP\, President of Whitehouse Financial Group\, for this timely webinar about “Medicare – Which Plan Is Right for You?”  The annual Medicare enrollment period runs from October 15th through December 7th.  Mr. Oates has been a longtime friend to the firm and his expansive knowledge and 38 years in the financial services industry will serve attendees well for this important and helpful topic. \nAmong the points of discussion will be: \nMedicare Supplement \n\nOpen Enrollment\nGuaranteed Issue\nNew Birthday Rule\n\nPart D Prescription Plans \n\nStandalone Plans\nMAPD\n\nMedicare Advantage Plans \n\nVeterans Plans\nMedicaid Plans/Special Needs Plans\nStandard Plans\n\nMedicare Only \n\nGroup Insurance\n\nTo register ahead of time 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
URL:https://elvilleassociates.com/blogs/6168/event/webinar-medicare-which-plan-is-right-for-you/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20231011T060000
DTEND;TZID=America/New_York:20231011T073000
DTSTAMP:20260408T102904
CREATED:20241219T214200Z
LAST-MODIFIED:20241219T214200Z
UID:75300-1697004000-1697009400@elvilleassociates.com
SUMMARY:Webinar – The Critical Need to Update Your Estate Plan
DESCRIPTION:Estate plans can fail to work as intended especially if they are not updated and maintained over the course of a lifetime.  Whether your estate plan works as you anticipate or whether it will when you are no longer alive is a question not only of your intentions but of the diligence and effort that you are willing put into your estate plan over time. In this sense\, estate planning is a marathon\, not a sprint or a single event.  \nIn this webinar presentation\, Managing Principal and Lead Attorney Stephen R. Elville will discuss the importance of maintaining and updating your estate planning and coordinating your asset alignment with your estate plan\, especially for seniors.  Mr. Elville will also outline a step-by-step process to avoid the complete or partial failure of your estate plan. \nPresentation points of interest will include: \n– Understanding your purpose and the estate planning process \n– Understanding client and fiduciary education and its relationship to success in estate planning \n– Understanding the role incapacity planning plays in the success of your estate plan \n– Understanding partnership and the maintenance and updating process \n– Understanding asset alignment and the “funding” of your estate plan \n– Why being Intentional in estate planning matters \n– Why knowing what you want out of estate planning matters \n– Understanding the document review process and how to take next steps to achieve estate planning perfection \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 443-343-8529 x117.  We look forward to hosting you! \nOpen to clients\, financial advisors\, and the general public\, 1.5 continuing education hours are available for most professionals who attend this presentation. \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-critical-need-to-update-your-estate-plan/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20231025T060000
DTEND;TZID=America/New_York:20231025T073000
DTSTAMP:20260408T102904
CREATED:20241219T214203Z
LAST-MODIFIED:20241219T214203Z
UID:75304-1698213600-1698219000@elvilleassociates.com
SUMMARY:Webinar – The Financial Planning Aspects of Estate Planning
DESCRIPTION:Join Elville and Associates’ Senior Associate Attorney and Estate Planning Team Leader Shannon Werbeck for a discussion regarding the financial planning aspects of estate planning.  Estate planning is so much more than a static set of documents.  Learn why your estate plan needs to work in concert with the rest of your financial plan and why your estate planning attorney should be an integral part of your “planning team” – your financial planner/financial advisor\, CPA\, and other professionals – to ensure your plan works smoothly and as intended.  \nTopics to be discussed include: \n–  How do Estate Planning and Financial Planning overlap? \n–  Asset Alignment/Funding of the Estate Plan:  Why is this so vital\, and what does it mean? \n–  Beneficiary Designations:  When\, Why\, How – Addressing the nuances depending on the type of estate  plan\, the type of asset\, and the specific beneficiaries \n–  The Financial Planner/Financial Advisor:  Why this is an integral piece in the success of an estate plan\, from inception to ultimate administration  \n–  Why being “Intentional” through a process in your Estate Planning matters – a lot! \n–  The importance of the Advisory Team – what kind of team do you have?    \nTo RSVP for the webinar ahead of time and receive your personal link to attend\, please click here. \nOpen to clients\, financial advisors\, and the general public\, 1.5 continuing education hours will be offered to CFPs\, CPAs\, and other professionals who attend.  Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117 or at jeff@elvilleassociates.com.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-financial-planning-aspects-of-estate-planning/
CATEGORIES:Webinar
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