Professional Advisor Lunch and Learn Webinars
Join us online! We’re excited to offer our monthly webinar series, grab lunch and maybe a colleague or two and join us at noon! Credit is available for CPAs and CFPs, pending approval.
If you’re unable to participate, by registering you will automatically receive a link to the recording after the presentation. Webinar recordings will also be made available in the Past Webinars Section in the Financial Professional Events section on our website. Email [email protected] to request a recording of the presentation.
All webinars on are on EST.
How to Sign Up
Click the “Sign Up Here” link below the webinar you wish to register for. If you end up being unable to watch live, recordings of the webinar presentations will be made available on our website in the Past Webinars section below. You may also email [email protected] to request a recording of the presentation.
Postponed – Stay Tuned for Reschedule Date ∙ The Keys to a Successful Estate Plan
Presented by: Attorney Vincent E. Bonazzoli and Attorney Samantha Caezza
At Family Estate Planning Law Group, we know protecting your loved ones after you pass is your primary goal. To accomplish this, we must focus on how assets are titled at death. We’ll discuss how to ensure your estate plan works: simplifying and consolidating accounts, the initial alignment of assets with the estate plan, verification of that alignment from institutions, & ongoing tracking of changes in value & ownership of assets. During this seminar we will review our revolutionary SAVeT SystemTM, guaranteed to streamline your estate plan and reduce stress for your loved ones.
Exact Date TBD – September 2022 ∙ Medicare 101: How to Choose the Right Medicare Option for You
Presented by: Scott Maibor
Medicare 101 is a concise overview of the Medicare system. You will learn what you need to know about dates, costs, coverage, penalties & options so that you will be able to understand your options and obligations. The various parts of Medicare including Parts A,B,C,D and Supplements will also be reviewed.
Per CMS guidelines this is not a sales presentation and no specific carrier plan details will be discussed.
This program will be presented by Scott Maibor.
Event URL: Coming soon.
January 19, 2023, Noon-1:30pm ∙ The 2022-2023 State and Federal Law Update & Your Estate Plan
Join us for this webinar as we reflect on 2022 and what did (or did not) come to pass over the course of the year regarding tax change proposals, estate, income, and capital gain planning. We’ll review some of the strategies that we will employ to address the changes we know about and the changes that may come to pass.