About our Client Webinars
Our educational webinars are part of our Ongoing Client Care Program. For 2022, we will continue to offer this series exclusively in webinar format. Depending on how feasible it is to safely conduct in-person events in the latter part of 2022, we may add some additional programming.
We strive to empower our clients and their trusted advisors to take control of your estate plans, retirements, and aging, by presenting on relevant topics and providing an opportunity to ask questions and deepen your relationship with us. Your loved ones, helpers, friends & trusted advisors are welcome at all of our sessions. We encourage you to invite them!
As laws change or as we encounter relevant topics, we may add additional sessions during the year.
How to Sign Up
Please register using the event URL for the session(s) you wish to attend, or call our office at (781) 246-8200.
Unable to attend a webinar? Please feel free to register anyway, and you will receive a recording of the presentation following the event. You may also request the printed materials be sent to you after the event. Please contact our office at [email protected] & we’ll be happy to send them to you.
We look forward to seeing you this year!
June 8, 2022, Noon-1:30pm ∙ The SECURE Act: A Significant Tax Increase Requiring New Planning for Qualified Retirement Assets (IRA, 401(k), 403(b), SEP-IRA, Profit-sharing plans)
Presented by: Vincent E. Bonazzoli
On December 20, 2019, President Trump signed into law the SECURE Act: the first major law change regarding qualified retirement plan assets in almost two decades. The SECURE Act has profoundly affected planning for required minimum distributions following the death of an IRA owner. The law now requires that the full IRA be distributed within 10 years, which dramatically accelerates income tax liability and potentially exposes the IRA assets to divorces, bankruptcies, and lawsuits. Although there are some exceptions to the 10-year rule, income tax, special needs trust, and asset protection planning now need to be coordinated on a case-by-case basis. Come learn what the new law is and potential strategies to minimize the adverse income tax consequences and continue asset protection.
July 19, 2022, Noon-1:30pm ∙ 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.