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3 Results

  • Avoid The Pitfalls of Probate with a Trust

    You’ve worked hard to make sure that your family is well provided for and now you want to ensure that your next egg is passed to them in a seamless way. Probate can be difficult in ordinary circumstances but following the pandemic that for a time closed the Court system, a backlog of probate cases arose making probate all the more difficult. The webinar will discuss how to transfer your assets without probate and court involvement. The webinar will describe revocable trusts and how if used properly an be a valuable tool in estate planning. The course will take place via Zoom. All participants will be emailed the code prior to the start of the class.
  • Medicare Made Easy

    Medicare Made Easy is an informational seminar designed to give you a better understanding of the A B C & D’s of Medicare. You will learn about original Medicare, Medicare Supplement Plans, Medicare Advantage Plans and Prescription Drug Plans. In addition, the discussion will highlight the changes for 2021. You’ll have the opportunity to get answers to your questions. The seminar will take place via ZOOM. All participants will be emailed a code or link prior to the start of the seminar.
  • Retirement Today

    Creating Lifetime Income to Flourish in a Challenging World Studies show that the biggest fear retirees have is running out of money before running out of life! With longevity increasing, interest rates low, and markets unsteady, retirement planning as never been more challenging. But you can make it through with a good plane. Learn how to organize your assets land income sources to create a steady and predictable income throughout retirement. In these uncertain times, ypu will not want to miss this program! INSTRUCTORS: Jeffrey R. Silverman, JD CFP and Shane Parouse, ChFC. Mr. Silverman is a Certified Financial Planner practitioner and attorney and Mr. Parouse is a Chartered Financial Consultant. Their financial planning practices have offices in Syosset and Hauppauge, New York. The course will take place via Zoom. Participants will be emailed a code prior to the start of class.