In a special edition of the Elville Webinar Series' Wellness Series, Dr. Michelle Fritsch and Ms. Ellen Platt will explore with you how to enhance and even add to your collection of relationships. They will explore with you family, friends, community, and ways to meet new people. Topics of discussion will include: - Talking […]
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 youra loved one’s financial security and quality of life. The key issues of understanding the role of public benefits, […]
Join Senior Associate Attorney 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 […]
Presented by Elville and Associates' Managing Principal and Lead Attorney Stephen R. Elville, this webinar is an in-depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning. Some of the topics he will discuss include: 1) What is an Estate Plan and what is the process? Why is it […]
Join Elville and Associates as we welcome Max Reamer, Advisor with The Quantum Group, as he discusses what to look for in today’s life and long-term care insurance market when obtaining new policies and evaluating policies that are already in force. Furthermore, Mr. Reamer will provide clarity around underwriting, which is the first line of […]
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 […]
Join Elville and Associates for an informative and engaging webinar designed to unravel the complexities of reverse mortgages and renovation mortgages. This comprehensive session is perfect for homeowners, prospective buyers, and financial advisors looking to deepen their understanding of these unique financial tools. We're pleased to welcome back Mortgage Advisor Marie Ritzenberg (NMLS# 215246) of […]
Presented by Elville and Associates' Managing Principal and Lead Attorney Stephen Elville, our second quarter Advisors' Forum will focus on the new Corporate Transparency Act and reporting requirements involved in this new law. Effective January 1, 2024, the Corporate Transparency Act (CTA) requires many business entities – such as corporations, limited liability companies (LLCs), and […]
Presented by Elville and Associates’ Senior Associate Attorney Shannon Werbeck, attendees will be educated about a wide range of topics and leave with a solid foundation of estate planning knowledge to help you, in partnership with your attorney, get started with your planning or update your plan that is long overdue. Some of the topics […]
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 […]
This presentation is in partnership with Friends House Retirement Community, based in Sandy Spring, Maryland. The information below is being shared on behalf of Friends House and was created by Friends House as well. Greetings from Friends House Retirement Community! August is National Make a Will Month. Did you know that while more than half […]
Unlock the potential of real estate to fast-track your retirement plans! Part three of our webinar series with Main Street Home Loans Mortgage Advisor Marie Ritzenberg is designed to provide you with the knowledge and strategies needed to leverage real estate investments for a secure and prosperous retirement. Webinar Overview: Introduction to Real Estate Investing […]
