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.
August 17, 2022, Noon-1:30pm ∙ Answers to Your Social Security Questions
Join us for a look at the complex topics of Social Security & Medicare in one of our most popular sessions with Kurt Czarnowski (formerly of the Social Security Administration). He will be available to answer any of your specific questions. You can visit Kurt’s website at www.czarnowskiconsulting.com.
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.
October 12, 2022, Noon-1:30pm ∙ Cybersecurity: Best Practices
The month of October is Cybersecurity Awareness Month, and we invite you attend this important webinar with IT expert, Jeff Heather of NorthLight IT, to learn some best practices and things to be aware of when navigating the digital world. Please feel free to invite your family members, trustees and/or fiduciaries to attend with you.
October 24, 2022, Noon-1:30pm ∙ What Should You Do After Your Loved-One Dies? Effective Trust Administration Strategies for Clients and Advisors
What are the first steps after a spouse, parent or loved-one dies? What should you do after the funeral services? When should you schedule a meeting with your estate planning attorney? Please join us to review the questions we typically receive immediately following the loss of a family member and what you’ll need to know about the trust administration process. Learn how to avoid the numerous mistakes others make immediately following someone’s death that can adversely affect how your family gains access to your assets and increase your tax liability. Please feel free to invite your family members, trustees and/or fiduciaries to attend with you.
Exact Date TBD – November, 2022 ∙ Alzheimers/Dementia Care with Dianne Savastano
Details to come – stay tuned!
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.