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SUMMARY:Webinar - Housing Options as You Age
DESCRIPTION:The Elville Webinar Series has a real treat for you! We welcome Victoria Hathaway\, Director of Silver Group of Keller Williams Lucido Agency\, and Emily Leclercq\, Program Manager with Maryland Access Point and the Office on Aging & Independence. These two subject matter authorities will lead attendees through a discussion about “Housing Options as You Age.” \nProgram objectives: \n· Understand the importance of planning housing options for aging.\n· Identify different housing options for older adults.\n· Evaluate the pros and cons of each housing option.\n· Learn about the concept of aging in place.\n· Explore the financial aspects of housing choices\, and what are the logistics that allow for a person to move FIRST THEN sell\, or sell FIRST THEN move? \nTo register for the webinar and receive your personal link to attend\, please click here. \n1.5 continuing education hours are available for most professionals who attend this webinar. Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117\, or jeff@elvilleassociates.com. We look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-housing-options-as-you-age/
CATEGORIES:Webinar
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SUMMARY:Webinar - 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\, and why estate plans may not work as intended;\nMaintaining and updating your planning;\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 for most advisors who attend this presentation.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-how-to-achieve-perfection-for-your-legacy-intentionalism-in-estate-planning-2/
CATEGORIES:Webinar
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