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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(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 right people. A quick check-up now can save headaches later! To learn more about Bernadette Sweeney, visit Bernadette Sweeney, Attorney at Law Home. -
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(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 media accounts, digital photos, online banking, and medical records.
- Best practices for managing these assets during life and creating a plan in the event of your incapacity or death.
- Integrating your digital wishes into your overall estate plan.
- Secure methods for storing access credentials like passwords/MFA.
- Legal documents necessary to carry out your plan.
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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(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 challenges and opportunities of your golden years, providing practical strategies to protect and grow your wealth while maintaining peace of mind. This class is sponsored by Sunrise of Chevy Chase. What You’ll Learn:- How much is enough?
- The affordability of aging
- Staying at home vs moving to an easier maintenance environment
- Healthcare choices in advance
- How to maximize retirement income sources
- Ensuring there is enough “gold” for your golden years
- Building partnerships with legal, financial and other specialists to help with sustained decision making and care on your behalf, if necessary
- Budgeting for a sustainable, fulfilling lifetime
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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(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 to consider, and how to make informed choices for your future. This class is sponsored by Sunrise of Silver Spring. To learn more about Mark Gottlieb, visit Home - Gottlieb Insurance Advisory -
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(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 you are responding to, rather than planning for, this difficult circumstance. We’ll talk about essential steps such as managing immediate expenses, understanding Social Security and pension benefits, avoiding the probate process, retitling assets, and updating your own estate planning documents. Learn how to gather necessary paperwork, communicate with financial institutions, and protect yourself from common pitfalls. This class is sponsored by Sunrise of Fox Hill. To learn more about Bernadette Sweeney, visit Bernadette Sweeney, Attorney at Law Home. To learn more about Jamie Lapin, visit Jamie S. Lapin, CFP®, CDFA®, AIF® - RMG Advisors
