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Wednesday, 10·4·2023, 11:00 AM
With today’s rising lifespans, we could be facing roughly 20 or more years in retirement, which is approximately 8,000 days. Once thought of this way, it becomes clearer that retirement is not an end, but rather a new, complex, and unknown phase of life, during which so much could happen.
It’s often asked, “What will you do on Day One of your retirement?” Most people have a clear image of Day One. Maybe even Day 1,001. But few can imagine 8,000 days of golf, and even fewer have a vision of what they will be doing on any given day—such as Day 4,567. Getting started on the right foot can be crucial.
11 Medicaid Questions
Wednesday, 10·18·2023, 11:00 AM
Join Capell Barnett Matalon & Schoenfeld's Trusts & Estates/Elder Law Attorneys, Stuart H. Schoenfeld and Monica P. Ruela, for this deep dive into what you must know about Medicaid.
Stuart and Monica will cover key aspects of Medicaid planning including long-term care, estate planning, transfers of assets, and strategies for applying for Medicaid successfully. Whether you're approaching retirement age, have aging family members, or planning for the future, Stuart and Monica's "11 Medicaid Questions" will provide you with valuable "can't miss" information.
Building Stronger Families
Wednesday, 11·01·2023, 11:00 AM
Family wealth transfers sometimes fail, damaging sibling relationships and affecting the impact you want your assets to have.
During our webinar we will discuss common mistakes to avoid, tools and resources to help aid the family wealth discussion and how to communicate with clarity.
American Portfolios, PPS Advisors, Hartford Funds and Capell Carnett Matalon & Schoenfeld LLP are unaffiliated entities.