Virtual Planning Seminar

PLANNING FOR YOUR AND YOUR LOVED ONE’S FUTURE

5 – 6:30 p.m. on Wednesday, Nov. 16 via Zoom

Join local experts for informative presentations and breakout sessions, to assist you in understanding differences between options available for you and your loved ones when planning for your future.

This year, there will be a presentation followed by breakout sessions. Each offers an opportunity to ask questions and learn more about topics important to you in a small, virtual group.

5-6 p.m. Presentation

• Supported Decision Making & Guardianship presented by Lisa Arrington, Esq.
• Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) presented by Richard A. Marchese, Esq.

6-6:30 p.m. Breakout sessions

• Supported Decision Making & Guardianship – Lisa Arrington, Esq., Partner at Barclay Damon LLP
• SSI & SSDI – Richard A. Marchese, Esq., Partner at Woods Oviatt Gilman LLP
• Estate Planning – Kevin Best, CFP, AEP, MS, Personal CFO at Best Times Financial
• End of Year Tax Planning – Stephanie Seiffert, Esq., Partner at Nixon Peabody LLP