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RECORDEDJanuary 28 Wednesday1:00 PM → 2:15 PMSessions: 1Instructor: Bernadette Sweeney, Elder Law AttorneyLocations: Online Class(See related classes: #132, #143, #164, #183.) Do your estate planning papers still hold up? In this session, we’ll review the three must-have documents everyone needs—why each one matters, what can go wrong if you don’t have them, and how to tell if yours are current and valid. You’ll also learn the best ways to store them and share copies with the... read more -
RECORDEDFebruary 11 Wednesday1:00 PM → 2:15 PMSessions: 1Instructor: Bernadette Sweeney, Estate Planning Attorney, and Susan Baer, Cybersecurity Expert Locations: Hybrid - At Oasis and Online(See related classes: #114, #143, #164, #183.) Don't want your kids to find compromising photos, or uncover your private files and conversations? Time to get things tidied up before it's too late. Join Bernadette Sweeney, Estate Planning Attorney, and Susan Baer, Cybersecurity Expert to learn about: Estate planning for cloud data, emails, social... read more -
RECORDEDFebruary 18 Wednesday1:00 PM → 2:30 PMSessions: 1Instructor: Jamie S. Lapin, President, RMG AdvisorsLocations: Hybrid - At Oasis and Online(See related classes: #114, #132, #164, #183.) The blessings of longevity are often threatened by the challenges created by this same circumstance. Making decisions currently for dates in the future in an ever-changing world to see that your needs are met becomes increasingly important amid economic uncertainty. This course helps you understand the... read more -
RECORDEDMarch 4 Wednesday1:00 PM → 2:15 PMSessions: 1Instructor: Mark Gottlieb, Independent Insurance Advisor & BrokerLocations: Hybrid - At Oasis and Online(See related classes: #114, #132, #143, #183.) As health and financial needs change, Medicare alone may not cover everything. Join an independent insurance consultant to learn about options that can help fill the gaps—such as supplemental, long-term care, and other types of coverage. This practical session will help you understand what’s available, what... read more -
RECORDEDMarch 18 Wednesday1:00 PM → 2:30 PMSessions: 1Instructor: Bernadette Sweeney, Elder Law Attorney, and Jamie Lapin, President, RMG AdvisorsLocations: Hybrid - At Oasis and Online(See related classes: #114, #132, #143, #164.) Dealing with the legal and financial tasks after the death of a spouse can be an overwhelming process. Join us for a comprehensive seminar designed to provide guidance and clarity during a difficult time, and how challenges can be simplified by some basic advance planning. We will also discuss what to do if... read more
