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DTSTART;TZID=America/New_York:20250605T100000
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SUMMARY:Webinar - Learn All There Is to Know About Elville and Associates' Client Care Program
DESCRIPTION:Since 2016\, Elville and Associates’ Client Care Program has been synonymous with “Planning That Works.” The Mission of the firm’s Client Care Program is to provide our clients with the comfort and assurance that their estate\, special needs\, and elder law planning will work as intended no matter how clients’ goals and situations may change\, and to ensure planning remains consistent with changes in the law. \nAs one of only two firms in Maryland with a Client Care Program accredited by the Client Care Academy in Boston\, Elville and Associates encourages enrollment in the Program as it is without question the highest and most ideal form of partnership between the firm and its clients. \nJoin Elville and Associates’ longtime Community Relations Director\, Jeff Stauffer\, as he takes off his moderator had and puts on his presenter hat for this comprehensive and concise webinar about the firm’s Client Care Program. \nTopics of discussion include: \n– What exactly is the Client Care Program and what is its history?\n– Is the Client Care Program the right fit for my family and me?\n– An overview of benefits included in Client Care Program membership\n– Simple steps about how to become a member of the Client Care Program\n– Questions and answers \nTo register ahead of time and receive your personal link to attend\, please click here. \nShould you have questions ahead of time\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117\, or jeff@elvilleassociates.com. We look forward to hosting you! \n#elvilleeducation\n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-learn-all-there-is-to-know-about-elville-and-associates-client-care-program-3/
CATEGORIES:Webinar
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SUMMARY:Webinar: The Wellness Series - Taking Care of Yourself on Dark Days
DESCRIPTION:In these uncertain times\, how do you manage your anxiety\, dark days\, the news\, the pace of life? On the media and social media we see only the best sides of people and our brains try to tell us everyone has it good and we are the only ones struggling. That’s a lie! Let’s talk about it and learn very strategic ways to manage this information overload and fear-based messaging. One will be the boomerang effect! You definitely want to know how to use this! \nYour presenter is nationally renowned speaker Dr. Michelle Fritsch\, a board certified\, doctoral trained health professional and founder of Retirement Wellness Strategies. Dr. Fritsch also cofounded Propel Comprehensive Wellness\, a program to guide those over 50 maintain their health\, function\, and fulfillment in their retirement years. \nTo RSVP ahead of time and receive your personal link to attend\, please click here. \nShould you have any questions\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nWe look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-wellness-series-taking-care-of-yourself-on-dark-days/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20250626T100000
DTEND;TZID=America/New_York:20250626T113000
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CREATED:20250603T122045Z
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SUMMARY:The Elville Webinar Series: An Overview of Special Needs Trusts and ABLE Accounts - Planning for Unique Circumstances
DESCRIPTION:Presenting will be Elville and Associates’ Principal Attorney Lilly Hummel\, Clover Leaf Wealth Strategies’ Chartered Special Needs Consultant Cortney Heykoop\, and Maryland ABLE’s Outreach Coordinator Kelly Nelson. \nSpecial needs trusts and ABLE accounts are powerful planning tools\, yet they are quite different and each has its own set of rules and requirements. Families with loved ones with disabilities must understand both special needs trusts and ABLE accounts before establishing one or the other. \nIn many instances\, it is beneficial to create both. The counsel of a special needs planning attorney is crucial to this decision-making process. Families with special needs loved ones often face unique financial circumstances that require specialized planning and expertise. A special needs financial advisor can provide guidance and support in navigating these issues\, ensuring the long-term financial security and well-being of the family and special needs loved one. \nTo RSVP and receive your personal link to attend\, please click here. \nThis presentation will feature relevant and critical information provided by three subject matter experts. Ample time will be afforded for your question as well! \nShould you have any questions\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. We look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/the-elville-webinar-series-an-overview-of-special-needs-trusts-and-able-accounts-planning-for-unique-circumstances/
CATEGORIES:Webinar
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