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SUMMARY:2026 Client and Community Education Event: Protecting What Matters Most - Because Your Legacy Begins With How You Live Today
DESCRIPTION:Protecting What Matters Most – Because Your Legacy Begins With How You Live Today \nSaturday\, November 14\, 2026 | 8:30 a.m. – 12:30 p.m.\nTen Oaks Ballroom – 5000 Signal Bell Lane\, Clarksville\, MD  21029 \nFor a 13th year\, Elville and Associates is pleased to bring together our clients\, friends\, professional partners\, and members of the community for a morning of education\, food\, music\, and more! \nThis year’s theme\, Protecting What Matters Most – Because Your Legacy Begins With How You Live Today\, takes a broader look at what planning really means. Of course\, planning is about protecting your family and preparing for the future. But it’s also about the decisions we make today—how we approach our finances\, protect ourselves and the people we love\, care for our health and well-being\, and live with purpose. \nThroughout the morning\, we’ll hear from speakers with very different areas of expertise\, including estate and legacy planning\, the psychology of money and financial decision-making\, fraud and the growing impact of artificial intelligence\, and the connection between wellness\, purpose\, and the legacy we create during our lifetime.  Presenters include: \nWhat Are You Planning For?\nProtecting Your Family\, Your Independence\, and Your Legacy \nStephen R. Elville\, J.D.\, LL.M.\nPresident and Managing Principal\, Elville and Associates\, P.C. \n  \nProtecting Your Financial Future\nThe Psychology of Money and the Decisions That Shape Our Lives \nJohn E. Day\, MBA\, LUTCF\nFinancial Advisor and Registered Principal – LPL Financial\, Founder – DAY Financial Group \nDAY Financial Group \n  \nThe Talk Every Family Needs to Have\nProtecting Yourself and Your Family from Fraud\, Scams\, and Financial Exploitation \nAndre Lingham – Founder\, Safe Aging Strategies \nSafe Aging Strategies\, Inc. \n  \nLiving Your Legacy\nFinding Purpose\, Meaning\, and Wellness in Every Stage of Life \nDr. Michelle Fritsch\, PharmD\, BCGP – Founder\, Propel Comprehensive Wellness \nPropel Comprehensive Wellness \nAnd as always\, the morning is about more than presentations. Guests will enjoy a breakfast buffet courtesy of Putting on the Ritz and live music performed by student musicians from the Annapolis Symphony Academy. Representatives from the Alzheimer’s Association\, Autism Society of Maryland\, and WBJC will also be joining us\, along with other resources and information available throughout the event. And yes\, we’ll have some great door prizes along the way! \nThe event is open to Elville and Associates clients\, family members and friends\, members of the community\, financial advisors\, and other professionals who share an interest in thoughtful planning and living well. \nWhether you’ve attended our annual event many times or this will be your first\, we hope you’ll join us for what should be a meaningful and enjoyable and Saturday morning together. \nProtecting What Matters Most isn’t only about what we leave behind. It’s about the life we’re living now\, the people we care about\, and the choices we make along the way. \nThis event is complimentary\, but RSVPs are required. We expect the event to reach capacity\, so we strongly encourage you to reserve your place early. Please use the form below to RSVP no later than Friday\, October 30th. \nWe look forward to seeing you on November 14! \nCheck out last year’s highlight reel here! \n\n 
URL:https://elvilleassociates.com/blogs/6168/event/2026-client-and-community-education-event-protecting-what-matters-most-because-your-legacy-begins-with-how-you-live-today/
LOCATION:Ten Oaks Ballroom\, 5300 Signal Bell Lane\, Clarksville\, MD\, 21029\, United States
CATEGORIES:In-person presentation
ORGANIZER;CN="Elville and Associates%2C P.C.":MAILTO:jeff@elvilleassociates.com
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UID:75946-1794909600-1794914100@elvilleassociates.com
SUMMARY:Elville Legacy Series: ABLE Accounts - A Financial Tool to Promote Health\, Independence\, and Financial Stability
DESCRIPTION:For people with disabilities who receive means-tested benefits such as SSI and Medicaid\, saving for the future can be challenging without potentially affecting important benefits. ABLE accounts provide an opportunity for eligible individuals to save\, invest\, and pay for qualified disability expenses while maintaining greater financial independence. \nJoin Kelly Nelson\, Outreach and Communications Manager for Maryland ABLE\, for a practical overview of how ABLE accounts work. Kelly will discuss eligibility\, opening and managing an account\, qualified disability expenses\, tax-advantaged savings and investment options\, online gifting\, and tools that make accessing funds easier. \nWhether you are an individual with a disability\, family member\, caregiver\, or professional advisor\, this presentation will provide a clearer understanding of how an ABLE account can support greater financial security and independence. \nTo register for the presentation\, please click here.  After registering\, you will receive your personal link to attend the presentation. \nQuestions beforehand? Please contact Jeff Stauffer\, Director of Firm Operations and Community Relations\, at jeff@elvilleassociates.com or 443-832-2910. \nWe look forward to hosting you!
URL:https://elvilleassociates.com/blogs/6168/event/elville-legacy-series-able-accounts-a-financial-tool-to-promote-health-independence-and-financial-stability/
CATEGORIES:Webinar
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