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DTSTART;TZID=America/New_York:20230407T060000
DTEND;TZID=America/New_York:20230407T073000
DTSTAMP:20260428T080840
CREATED:20241219T214043Z
LAST-MODIFIED:20241219T214043Z
UID:75248-1680847200-1680852600@elvilleassociates.com
SUMMARY:Webinar – Supported Decision Making for Loved Ones With Disabilities – Breaking Through – 2.0
DESCRIPTION:Supported Decision Making (SDM) involves persons with disabilities being able to make their own decisions to whatever extent they can\, provided that they have enough support to do so.  Now law in Maryland\, Supported Decision Making represents a huge breakthrough for living with disabilities\, as it does not take away their rights of self-determination; rather\, it allows them to appoint a supported decision maker\, even if they are under guardianship.  However\, this dramatic paradigm shift brings with it the element of risk\, potential confusion for parents and others\, and unanswered questions.  In this webinar\, Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville will explore the new Supported Decision Making law and its possibilities for loved ones with disabilities.This webinar focuses on the new promise of SDM for persons with disabilities and the current status of this alternative to guardianship and potential guardianship supplement\, and how SDM has the potential to affect and change so many lives\, including those of family members and other supporters. \nLearning objectives include: \n\nUnderstanding Supported Decision Making under the new law\, what it is\, what is its purpose\, and what is its current status?  What is its promise in Maryland?  What are the problems?\nWhat Supported Decision Making is not. What is Supported Decision Making’s relationship to powers of attorney\, advance medical directives\, and guardianship?\nHow Supported Decision Making works\, how it can benefit loved ones with disabilities\, and its current status in Maryland.\n\nTo receive your personal link to attend ahead of time\, please click here.  Should you have questions\, please contact Community Relations Director Jeff Stauffer at 443-393-7696 x117. \nOpen to clients\, advisors and the general public. For Certified Financial Planners\, CPAs\, and other professionals 1.5 continuing education hours will be available for attending this presentation. We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-supported-decision-making-for-loved-ones-with-disabilities-breaking-through-2-0-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230405T063000
DTEND;TZID=America/New_York:20230405T080000
DTSTAMP:20260428T080840
CREATED:20241219T214019Z
LAST-MODIFIED:20241219T214019Z
UID:75238-1680676200-1680681600@elvilleassociates.com
SUMMARY:In Person Presentation – What Families Need to Know About Planning for a Loved One With Special Needs
DESCRIPTION:Howard County Public Library – Elkridge Branch – 6540 Washington Boulevard\, Elkridge\, MD 21075 \nPresented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life. \nThe key issues of understanding the role of public benefits\, making decisions about the future\, Maryland ABLE\, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also\, to be touched upon will be the “planning team concept” — how your planning team (attorney\, financial advisor\, CPA) — can work together to help provide your family peace of mind during the special needs planning process. \nPlease register ahead of time by visiting the library’s registration link at https://live-howardcounty.pantheonsite.io/event/planning-your-loved-one-special-needs (registration open from February 1st to April 5th).  Should you have questions beforehand please contact Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117. \nWe look forward to hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/in-person-presentation-what-families-need-to-know-about-planning-for-a-loved-one-with-special-needs-2/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230310T050000
DTEND;TZID=America/New_York:20230310T063000
DTSTAMP:20260428T080840
CREATED:20241219T214032Z
LAST-MODIFIED:20241219T214032Z
UID:75245-1678424400-1678429800@elvilleassociates.com
SUMMARY:Webinar – What Families Need to Know About Planning for a Loved One with Special Needs 
DESCRIPTION:Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, webinar attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life. The key issues of understanding the role of public benefits\, making decisions about the future\, Maryland ABLE\, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also\, to be touched upon will be the “planning team concept” — how your planning team (attorney\, financial advisor\, CPA) — can work together to help provide your family peace of mind during the special needs planning process.  \nTo receive your personal link to attend ahead of time\, please click here .  Should you have questions\, please contact Community Relations Director Jeff Stauffer at 443-216-9626 x117.  \nOpen to clients\, advisors and the general public. For Certified Financial Planners\, CPAs\, and other professionals 1.5 continuing education hours will be available for attending this presentation. We look forward to hosting you!  \n#elvilleeducation  \n#elvillewebinarseries  \n 
URL:https://elvilleassociates.com/blogs/6168/event/webinar-what-families-need-to-know-about-planning-for-a-loved-one-with-special-needs-12/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230303T050000
DTEND;TZID=America/New_York:20230303T063000
DTSTAMP:20260428T080840
CREATED:20241219T214034Z
LAST-MODIFIED:20241219T214034Z
UID:75246-1677819600-1677825000@elvilleassociates.com
SUMMARY:10 Mistakes to Avoid When Planning for a Loved One With Special Needs
DESCRIPTION:Many critical mistakes can occur when planning for a loved one with special needs\, along with the perils that exist for persons with disabilities when no planning is implemented for them.  Join Bill Hufnell\, Founder and Principal at Bay Point Wealth\, and Stephen R. Elville\, Managing Principal and Lead Attorney of Elville and Associates\, as they discuss the biggest mistakes in special needs planning\, what the ramifications are\, and how to overcome and avoid them.    \nTo RSVP and receive your personal link to attend\, please click here. \nShould you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117.  We look forward to hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/10-mistakes-to-avoid-when-planning-for-a-loved-one-with-special-needs-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230301T050000
DTEND;TZID=America/New_York:20230301T063000
DTSTAMP:20260428T080840
CREATED:20241219T214029Z
LAST-MODIFIED:20241219T214029Z
UID:75241-1677646800-1677652200@elvilleassociates.com
SUMMARY:Webinar – Understanding Estate and Trust Administration 
DESCRIPTION:Presented by the Elville Webinar Series and Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville\, this webinar will delve into the situations that arise after the death of a client\, client’s family member\, or loved one and the trust and estate administration that takes place during that time. Helping advisors and family members understand what their roles are in helping clients and loved ones through the legal process\, what that legal process is\, and how advisors and other planning team members can best work together in support of clients is of paramount importance during this challenging time for all involved. Learning Objectives:  \n— unraveling the mystery of what happens after the death of a client or loved one  \n— minimizing confusion and providing maximum support to clients and loved ones at a time of crisis  \n— what is the legal step-by-step process that needs to be taken after death?  \n— what are the practical steps that should be taken after death?  \n— examining the most significant and potentially problematic legal and tax issues advisors and family members should be aware of in the months following the death of a client or loved one  \n— how financial advisors\, CPAs\, and attorneys can best work together in support of clients  \nPlease click here to RSVP ahead of time and receive your personal webinar link to attend. Should you have any questions before the event\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-343-8533 x117.  We look forward to hosting you!  \n  \n#elvilleeducation  \n#elvillewebinarseries  \n 
URL:https://elvilleassociates.com/blogs/6168/event/webinar-understanding-estate-and-trust-administration-6/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230223T053000
DTEND;TZID=America/New_York:20230223T064500
DTSTAMP:20260428T080840
CREATED:20241219T213948Z
LAST-MODIFIED:20241219T213948Z
UID:75218-1677130200-1677134700@elvilleassociates.com
SUMMARY:Medicaid Long Term Care Asset Protection Planning
DESCRIPTION:Join Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss as she offers this webinar presentation that will shed light on options for pre-crisis planning techniques and asset protection as well as crisis planning techniques and what assistance is available.Topics to be discussed include: \n\nPre-Crisis Planning and Asset Protection (utilizing Medicaid’s 5-year look back)\nEstate planning techniques for married couples vs. single individuals\nTrust-based plans – Medicaid Asset Protection Trust vs. Veterans Asset Protection Trust\nPreserving the equity in the home\n\nCrisis Planning and Assistance\n\n\nAsset purchase strategies – allowable expenditures\nAsset transfer strategies\nCaregivers – payment for informal caregiving services\nMedicaid compliant annuities for the benefit of community spouses\nPromissory Notes\nProtecting Assets after qualifying for Medicaid Long Term Care\n\nPlease click here to register for the webinar ahead of time and receive your personal link to join. Should you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or 443-393-7696 x117. \nOpen to clients\, financial advisors\, and the general public. 1.5 continuing education credits will be available for professionals who attend this webinar. \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/medicaid-long-term-care-asset-protection-planning-6/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230222T050000
DTEND;TZID=America/New_York:20230222T060000
DTSTAMP:20260428T080840
CREATED:20241219T214028Z
LAST-MODIFIED:20241219T214028Z
UID:75239-1677042000-1677045600@elvilleassociates.com
SUMMARY:Webinar – Cryptocurrency: Gaining an Understanding and Making Informed Choices
DESCRIPTION:Steven Hannigan\, Director of Investment Research at GGM Wealth Advisors\, will give you a basic understanding of cryptocurrency and the technology behind it\, as well as how it could potentially fit into your portfolio and what to consider before investing. He will also discuss his outlook on the economy and cryptocurrency. There will be time for Q&A at the end.To RSVP ahead of time and receive your personal link to attend\, please click here. \nShould you have any questions beforehand\, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or by phone at 443-393-7696 x117.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-cryptocurrency-gaining-an-understanding-and-making-informed-choices-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230217T050000
DTEND;TZID=America/New_York:20230217T063000
DTSTAMP:20260428T080840
CREATED:20241219T214004Z
LAST-MODIFIED:20241219T214004Z
UID:75228-1676610000-1676615400@elvilleassociates.com
SUMMARY:The Essentials of Estate Planning and Elder Law
DESCRIPTION:This webinar is an in depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning.Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, in our Estate Planning and Elder Law Essentials webinar Steve will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics he will address include: \n— understanding the planning process\, including the reasons for estate planning \n— wills vs. trusts \n— probate vs. non-probate and understanding non-probate devices \n— the absolute importance of incorporating “flexibility” in your planning \n— planning for incapacity \n— understanding the importance of financial powers of attorney\, advance medical directives and MOLST \n— Medicaid — myths versus reality \n— estate tax planning \n— asset protection and protecting shares for children and grandchildren \n— understanding why having outdated documents could provide challenges in the future  \n— how to achieve perfection for your legacy \nTo register 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 are available for professionals who attend thsi presentation. \nShould 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! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/the-essentials-of-estate-planning-and-elder-law-8/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230209T050000
DTEND;TZID=America/New_York:20230209T063000
DTSTAMP:20260428T080840
CREATED:20241219T214031Z
LAST-MODIFIED:20241219T214031Z
UID:75243-1675918800-1675924200@elvilleassociates.com
SUMMARY:Webinar – What Families Need to Know About Planning for a Loved One with Special Needs 
DESCRIPTION:Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, webinar attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life. The key issues of understanding the role of public benefits\, making decisions about the future\, Maryland ABLE\, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also\, to be touched upon will be the “planning team concept” — how your planning team (attorney\, financial advisor\, CPA) — can work together to help provide your family peace of mind during the special needs planning process.  \nTo receive your personal link to attend ahead of time\, please click here .  Should you have questions\, please contact Community Relations Director Jeff Stauffer at 443-216-9626 x117.  \nOpen to clients\, advisors and the general public. For Certified Financial Planners\, CPAs\, and other professionals 1.5 continuing education hours will be available for attending this presentation. We look forward to hosting you!  \n#elvilleeducation  \n#elvillewebinarseries  \n 
URL:https://elvilleassociates.com/blogs/6168/event/webinar-what-families-need-to-know-about-planning-for-a-loved-one-with-special-needs-11/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230208T073000
DTEND;TZID=America/New_York:20230208T090000
DTSTAMP:20260428T080840
CREATED:20241219T213933Z
LAST-MODIFIED:20241219T213933Z
UID:75209-1675841400-1675846800@elvilleassociates.com
SUMMARY:Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum – Annual Estate Planning Update – 2023 Fast Start
DESCRIPTION:Join us for this interactive webinar presentation as Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville shares his thoughts and insights on estate planning for 2023 after returning from the nation’s leading annual estate planning conference in Orlando.  During this one-hour session\, Steve will discuss the hot topics and issues that are top of mind right now for estate\, financial\, and tax planning professionals. \nLearning Objectives include: \n\nTo provide attendees with an understanding of the general scope of estate and tax planning concerns in the U.S. at the beginning of 2023;\nTo ground attendees in a fundamental understanding of spousal marital deduction planning;\nTo give attendees a basic overview of elder law planning concerns for early 2023;\nTo provide attendees with an overview of recent asset protection options;\nTo gain an understanding of the latest SECURE Act changes and estate planning for retirement plan assets; and\nTo educate attendees about the continuing importance of flexibility in estate plans\, powers of attorney\, advance medical directives\, and special needs plans.\n\nTo RSVP and receive your personal link to attend the webinar\, please click here.  Should 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
URL:https://elvilleassociates.com/blogs/6168/event/stephen-r-elville-elville-and-associates-present-the-advisors-forum-annual-estate-planning-update-2023-fast-start-2/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230207T140000
DTEND;TZID=America/New_York:20230207T153000
DTSTAMP:20260428T080840
CREATED:20241219T214015Z
LAST-MODIFIED:20241219T214015Z
UID:75232-1675778400-1675783800@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 Wednesday 2/8’s “Savvy Social Security Planning” or Thursday 2/9’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-9/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230203T050000
DTEND;TZID=America/New_York:20230203T063000
DTSTAMP:20260428T080840
CREATED:20241219T214018Z
LAST-MODIFIED:20241219T214018Z
UID:75236-1675400400-1675405800@elvilleassociates.com
SUMMARY:Webinar - What Families Need to Know About Planning for a Loved One With Special Needs
DESCRIPTION:Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, webinar attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life.The key issues of understanding the role of public benefits\, making decisions about the future\, Maryland ABLE\, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also\, to be touched upon will be the “planning team concept” — how your planning team (attorney\, financial advisor\, CPA) — can work together to help provide your family peace of mind during the special needs planning process. \nTo register ahead of time and receive your personal link to attend\, please click here.  Should you have any questions please contact Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or at 443-393-7696 x117.  \nWe look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-what-families-need-to-know-about-planning-for-a-loved-one-with-special-needs-10/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230127T050000
DTEND;TZID=America/New_York:20230127T063000
DTSTAMP:20260428T080840
CREATED:20241219T213958Z
LAST-MODIFIED:20241219T213958Z
UID:75220-1674795600-1674801000@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-6/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230125T050000
DTEND;TZID=America/New_York:20230125T063000
DTSTAMP:20260428T080840
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230123T140000
DTEND;TZID=America/New_York:20230123T153000
DTSTAMP:20260428T080840
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230117T060000
DTEND;TZID=America/New_York:20230117T070000
DTSTAMP:20260428T080840
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230111T050000
DTEND;TZID=America/New_York:20230111T063000
DTSTAMP:20260428T080840
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221220T063000
DTEND;TZID=America/New_York:20221220T073000
DTSTAMP:20260428T080840
CREATED:20241219T214001Z
LAST-MODIFIED:20241219T214001Z
UID:75224-1671517800-1671521400@elvilleassociates.com
SUMMARY:Webinar – The Wellness Series: A Celebration of Gratitude!
DESCRIPTION:In installment 14 of the Elville Webinar Series’ Wellness Series\, we will celebrate your highlights of 2022 and explore the many ways to incorporate gratitude into daily life.  Consider how this can help your mindset\, the stress and anxiety you feel\, your sleep\, your outlook\, and your overall health.  Let’s wrap up 2022 on a high note!Featuring 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.  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 \n“wellnessseries”
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-wellness-series-a-celebration-of-gratitude-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221209T050000
DTEND;TZID=America/New_York:20221209T063000
DTSTAMP:20260428T080840
CREATED:20241219T213944Z
LAST-MODIFIED:20241219T213944Z
UID:75212-1670562000-1670567400@elvilleassociates.com
SUMMARY:Learn What Elder Law Attorneys Are Advising Clients in 2022
DESCRIPTION:“Elder Law attorneys are not just lawyers\, they are counselors.”Elder Law encompasses many concepts – planning for individuals and families who do not have taxable estates\, but who are primarily concerned about the protection of their assets and addressing disability and long-term care issues. Elder Law also encompasses the following: Medical Assistance (Medicaid)\, long-term care planning\, asset protection\, nursing home and assisted living selection and placement\, special needs planning\, guardianship\, Social Security issues\, Veterans Benefits\, senior housing issues\, powers of attorney\, advance medical directives\, wills\, trusts\, and more. \nJoin Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville as he leads you through this webinar discussion to learn why an Elder Law consultation is an integral part of the planning process. Attendees will learn: \n\nwhat is involved in an Elder Law consultation?\nwhy does an Elder Law consultation serve as a basis for change?\nwhat do clients want to know and what do they learn in an Elder Law consultation?\nwhat important Elder Law concepts and new laws are attorneys advising clients about in 2022?\n\nTo register for the webinar and receive your personal link ahead of time\, please click here.  \nShould you have any questions before the webinar\, please contact Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or at 443-393-7696. \nAvailable to clients\, advisors\, and the general public\, 1.5 continuing education hours will be available for Certified Financial Planners\, CPAs\, and various other professional attending this presentation. \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/learn-what-elder-law-attorneys-are-advising-clients-in-2022-2/
CATEGORIES:Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221207T050000
DTEND;TZID=America/New_York:20221207T063000
DTSTAMP:20260428T080840
CREATED:20241219T213946Z
LAST-MODIFIED:20241219T213946Z
UID:75214-1670389200-1670394600@elvilleassociates.com
SUMMARY:Presentation – The Essentials of Estate Planning and Elder Law
DESCRIPTION:This in person presentation is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning.Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, in our Estate Planning and Elder Law Essentials webinar Steve will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics he will address include: \n\nunderstanding the planning process\, including the reasons for estate planning\nwills vs. trusts\nprobate vs. non-probate and understanding non-probate devices\nthe absolute importance of incorporating “flexibility” in your planning\nplanning for incapacity\nunderstanding the importance of financial powers of attorney\, advance medical directives and MOLST\nMedicaid — myths versus reality\nestate tax planning\nasset protection and protecting shares for children and grandchildren\nunderstanding why having outdated documents could provide challenges in the future\nhow to achieve perfection for your legacy\n\nTo register for the presentation ahead of time\, please email Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com\, or HCPL’s Adult Learning and Innovation Specialist Rohini Gupta at rohini.gupta@hclibrary.org \nShould you have any questions before the webinar\, please contact Jeff or Rohini. We look forward to hosting you! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/presentation-the-essentials-of-estate-planning-and-elder-law-2/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221123T050000
DTEND;TZID=America/New_York:20221123T063000
DTSTAMP:20260428T080840
CREATED:20241219T213947Z
LAST-MODIFIED:20241219T213947Z
UID:75216-1669179600-1669185000@elvilleassociates.com
SUMMARY:Webinar – What Families Need to Know About Planning for a Loved One with Special Needs
DESCRIPTION:Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, webinar attendees will come to understand what is involved in the planning process for a special needs family and the importance of preserving your loved one’s financial security and quality of life.The key issues of understanding the role of public benefits\, making decisions about the future\, Maryland ABLE\, and using estate planning and trusts to protect assets will be discussed along with the types of special needs trusts and their specific purposes (along with who the decision makers and beneficiaries can be in these trusts). Also\, to be touched upon will be the “planning team concept” — how your planning team (attorney\, financial advisor\, CPA) — can work together to help provide your family peace of mind during the special needs planning process. \nTo receive your personal link to attend ahead of time\, please click here .  Should you have questions\, please contact Community Relations Director Jeff Stauffer at 443-216-9626 x117. \nOpen to clients\, advisors and the general public. For Certified Financial Planners\, CPAs\, and other professionals 1.5 continuing education hours will be available for attending this presentation. We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-what-families-need-to-know-about-planning-for-a-loved-one-with-special-needs-9/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221116T053000
DTEND;TZID=America/New_York:20221116T070000
DTSTAMP:20260428T080840
CREATED:20241219T213930Z
LAST-MODIFIED:20241219T213930Z
UID:75205-1668576600-1668582000@elvilleassociates.com
SUMMARY:Webinar – The Essentials of Estate Planning and Elder Law
DESCRIPTION:This webinar is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning.Presented by Elville and Associates’ Senior Principal and senior elder law attorney Lindsay V.R. Moss\, in our Estate Planning and Elder Law Essentials webinar Lindsay will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics she will address include: \n— understanding the planning process\, including the reasons for estate planning \n— wills vs. trusts \n— probate vs. non-probate and understanding non-probate devices \n— the absolute importance of incorporating “flexibility” in your planning \n— planning for incapacity \n— understanding the importance of financial powers of attorney\, advance medical directives and MOLST \n— Medicaid — myths versus reality \n— estate tax planning \n— asset protection and protecting shares for children and grandchildren \n— understanding why having outdated documents could provide challenges in the future \n— how to achieve perfection for your legacy \nTo RSVP 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 443-343-8529 x117. \nThis webinar is open to clients\, financial advisors\, and the general public.  1.5 continuing education hours are available for CFPs\, CPAs\, and various other professionals who attend this webinar.  We look forward to hosting you! \n#elvilleeducation \n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-essentials-of-estate-planning-and-elder-law-6/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221115T060000
DTEND;TZID=America/New_York:20221115T070000
DTSTAMP:20260428T080840
CREATED:20241219T213931Z
LAST-MODIFIED:20241219T213931Z
UID:75207-1668492000-1668495600@elvilleassociates.com
SUMMARY:Webinar – The Wellness Series: Thriving Through the Holidays
DESCRIPTION:This year\, rather than ‘get through’ the holidays\, let’s take steps to plan ahead to fully enjoy and thrive in the holidays.  This session will help you identify your own needs and include those in your plans.  Celebrate with other while caring for yourself.Featuring 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.  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 \n“wellnessseries”
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-wellness-series-thriving-through-the-holidays-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221110T050000
DTEND;TZID=America/New_York:20221110T063000
DTSTAMP:20260428T080840
CREATED:20241219T213928Z
LAST-MODIFIED:20241219T213928Z
UID:75203-1668056400-1668061800@elvilleassociates.com
SUMMARY:Webinar: Supported Decision Making for Loved Ones With Disabilities – Breaking Through
DESCRIPTION:Supported Decision Making (SDM) involves persons with disabilities being able to make their own decisions to whatever extent they can\, provided they have enough support to do so.  While Maryland’s Supported Decision Making law went into effect on October 1st\, SDM is now law in nearly half of the U.S.  Supported Decision Making represents a huge breakthrough for persons with disabilities\, as it does not take away their rights of self-determination; rather\, it allows them to appoint a supported decision maker\, even if they are under guardianship.  In this powerful webinar presentation\, Elville and Associates’ Managing Principal and Lead Attorney Stephen Elville will explore Supported Decision Making and its possibilities for families and their loved ones with disabilities.Topics for discussion include: \n\nUnderstanding Supported Decision Making (SDM) – what is it and what is its purpose?  \nNew Maryland SDM Legislation – effective October 1\, 2022\nWhat is the promise of SDM in Maryland?\nWhat SDM is not – and what is SDM’s relationship to powers of attorney\, advance medical directives\, and guardianship?\nHow SDM works\, and how if can benefit persons living with brain injury\nA review of New Maryland Legislation – effective October 1\, 2022\nA review of various SDM agreements (D.C.\, Delaware\, Indiana\, Alaska)\nNext Steps\nQuestions and Answers\n\nTo register for the webinar and receive your personal link ahead of time\, please click here.  \nShould you have any questions before the webinar\, please contact Elville and Associates’ Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com or at 443-393-7696. \nAvailable to clients\, advisors\, and the general public\, 1.5 continuing education hours will be available for Certified Financial Planners\, CPAs\, and various other professional attending this presentation. \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/webinar-supported-decision-making-for-loved-ones-with-disabilities-breaking-through-2/
CATEGORIES:Webinar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221027T073000
DTEND;TZID=America/New_York:20221027T083000
DTSTAMP:20260428T080840
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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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221026T060000
DTEND;TZID=America/New_York:20221026T073000
DTSTAMP:20260428T080840
CREATED:20241219T213943Z
LAST-MODIFIED:20241219T213943Z
UID:75210-1666764000-1666769400@elvilleassociates.com
SUMMARY:Webinar – The Essentials of Estate Planning and Elder Law
DESCRIPTION:This webinar is an in depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning.Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville\, in our Estate Planning and Elder Law Essentials webinar Steve will thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics he will address include: \n\nunderstanding the planning process\, including the reasons for estate planning\nwills vs. trusts\nprobate vs. non-probate and understanding non-probate devices\nthe absolute importance of incorporating “flexibility” in your planning\nplanning for incapacity\nunderstanding the importance of financial powers of attorney\, advance medical directives and MOLST\nMedicaid — myths versus reality\nestate tax planning\nasset protection and protecting shares for children and grandchildren\nunderstanding why having outdated documents could provide challenges in the future\nhow to achieve perfection for your legacy\n\nTo register 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 are available for professionals who attend thsi presentation. \nShould 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! \n#elvilleeducation\n#elvillewebinarseries
URL:https://elvilleassociates.com/blogs/6168/event/webinar-the-essentials-of-estate-planning-and-elder-law-7/
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221025T063000
DTEND;TZID=America/New_York:20221025T071500
DTSTAMP:20260428T080840
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:20221021T060000
DTEND;TZID=America/New_York:20221021T073000
DTSTAMP:20260428T080840
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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DTSTART;TZID=America/New_York:20221020T060000
DTEND;TZID=America/New_York:20221020T071500
DTSTAMP:20260428T080840
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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DTSTART;TZID=America/New_York:20221012T053000
DTEND;TZID=America/New_York:20221012T073000
DTSTAMP:20260428T080840
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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