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SUMMARY:Webinar:  The Wellness Series - Maintaining Your Reserves in Changing Times
DESCRIPTION:How you manage stress has a huge impact on your short- and long-term health. We will start this session with a quick assessment of your current level of reserves then dive directly into how you can keep your tank full – and why that is so very important. We will explore the impact on your health\, on your sleep\, on your behaviors\, and even your risk for cancer. \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 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-maintaining-your-reserves-in-changing-times/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20250423T100000
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SUMMARY:The Advisors' Forum: Bulletproofing Estate Plans - Dealing with Long-Term Variables in Estate Planning
DESCRIPTION:This Advisors’ Forum webinar presentation is designed to educate financial advisors\, CPAs\, insurance professionals\, Aging LifeCare Managers\, and others about the long-term variables in modern estate planning.  Stephen Elville\, Managing Principal Attorney of Elville and Associates\, P.C. will discuss recent changes in the laws that\, while intended to provide significant flexibility\, may in fact raise the prospect of estate plans being affected in unexpected\, and possibly unintended ways – causing clients to wonder whether their goals\, values\, and intentions will be accomplished.  Advisors will learn how to recognize and decipher these contemporary techniques to best serve their clients and determine for themselves the good\, the bad\, and the ugly\, including whether clients should opt out or embrace present and future trends.  Topics include: \n\nTrends in contemporary estate planning\nStaying abreast of change\nMaintenance and updating versus post-mortem control\nMaking sense of future fiduciary succession\nShould clients opt out?\nComing to terms with modern estate planning tools\n\nTo RSVP for the Forum and receive your personal link to attend\, please click here. \nOne continuing education hour is available for most advisors who attend this presentation. \nShould 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! \n#elvilleeducation
URL:https://elvilleassociates.com/blogs/6168/event/the-advisors-forum-quick-start-2025-hot-topics-in-estate-planning-what-advisors-need-to-know/
CATEGORIES:Webinar
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DTSTART;TZID=America/New_York:20250425T100000
DTEND;TZID=America/New_York:20250425T113000
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CREATED:20250218T134841Z
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SUMMARY:Webinar - Special Needs Planning: Financial and Estate Planning in Unique Circumstances
DESCRIPTION:Co-presenting will be Elville and Associates’ Principal Attorney and Rockville office leader Lilly Hummel\, and Clover Leaf Wealth Strategies’ Chartered Special Needs Consultant and Financial Advisor Cortney Heykoop. \nProper Estate Planning is a true gift you can leave to your loved ones. In this seminar we will review general estate planning documents taking this a step further to include a Family Love Letter. The Family Love Letter is a gift – of time\, love and clarity. It is a Legacy for the Living. We will all leave a legacy. Will it be a legacy of confusion or of information? Will we add to the trauma of our death or incapacity by adding to its inherent confusion\, or leave a roadmap for those who follow? Will we leave a Legacy for the Living – of the stories\, hopes and desires for our family? \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!
URL:https://elvilleassociates.com/blogs/6168/event/webinar-special-needs-planning-financial-and-estate-planning-in-unique-circumstances/
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