Elville and Associates’ Client Care Program Update – A Summer Day of Fun in the Sun at the Bowie Baysox Game, the Annual Client Event, and Upcoming Winter 2018 Social Security Workshop

By: Jeffrey D. Stauffer – Community Relations Director, jeff@elvilleassociates.com, 443-393-7696

On Saturday, June 4th, 2017, over Fifty Client Care Program members and their families attended the first annual Elville and Associates’ Client Care Program Social Event, held at the Bowie Baysox game at Prince George’s Stadium.

Along with field-level box seat tickets to the game, the Picnic Pavilion was reserved for guests, and a picnic fare All-American Buffet was served along with sodas, iced tea, lemonade, and summertime desserts.

This summer day for fun did not disappoint! And neither did the home team as the Baysox, the Double-A affiliate of the Baltimore Orioles, won an exciting game over the visiting Altoona Curve in 11 innings, 7-6.

Beginning last fall, after much planning and design, Elville and Associates made its Client Care Program (CCP) available to its clients. The mission of the CCP (“planning that works”) is to provide clients with the comfort and assurance that their estate and elder law plans will work no matter how their goals or situations may change over time, and to ensure that planning remains consistent with changes in the laws. To learn more about the CCP and its many benefits, please contact Mary Guay Kramer at 443-741-3635 or mary@elvilleassociates.com.

The CCP Social Event represented the second of four scheduled CCP events this year for Elville and Associates, with the third event being our annual Client Education Event held on Saturday, October 28th at the Retreat and Conference Center at Bon Secours in Marriottsville. This year’s topic was “Understanding Healthcare in an Age of Change,” and a superb lineup of guest speakers from Anne Arundel Medical Center (Jan Wood, President of the Anne Arundel Medical Center Foundation, and Barbara Jacobs, Chief Nursing Officer and Vice President of the AAMC Foundation) along with very entertaining Medicare Specialist, Mark Trent, presented with Elville and Associates’ Principal, Stephen Elville. Complementing the presentations, delicious food, door prizes, and gift baskets was music from the Riversdale Chamber Ensemble, a trio of musicians from the Columbia Orchestra, including Concertmaster Brenda Anna, Conductor, Jason Love, and violinist, Paul Li, that filled the room with wondrous musical movements throughout the event.

The final CCP event of the year, a comprehensive Social Security Workshop scheduled for December 9, 2017, was rescheduled due to weather, and is now scheduled for Saturday, January 20, 2018, at Anne Arundel Community College. CCP members and their guests will be educated by guest speaker Kurt Czarnowski of Czarnowski Consulting, as he presents “Social Security – A Hit or Myth Proposition”. Mr. Czarnowski, a renowned expert in the field of Social Security for over 34 years, will travel from Norfolk, Massachusetts to present at what is anticipated to be our most widely-attended CCP event yet.

Our first Elville and Associates’ Client Care Program event of 2018 will be held in March at Anne Arundel Community College. Details will be forthcoming in February.

Questions about getting started?
Contact us to find out more!

How Can I Begin My Estate Plan?