Webinars

Medicaid Planning for Individuals with Retirement Accounts

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How to fill your educational elder law workshops and turn attendees into clients… Without blowing your entire marketing budget or sounding like a salesperson.

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Medicaid Planning with IRA-Tax-Qualified Accounts

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5 Things You Need to Know for Your Next Seminar

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POA’s: The Good, The Bad and The Ugly

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A Deep Dive into Residence Trusts, Learn from the Pros!

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Irrevocable Trust Planning & Banking, a Hidden Secret! – John Shickich, Esq and Frank Melia, CMPS

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Social Security Webinar

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Two NGL Trusts You Need to Know About_ Funeral and Estate Planning Trusts

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Top 7 Law Practice Marketing Mistakes to Avoid in 2019 (Plus the Best Practice Tips You Need for Success!)

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VA Aid and Attendance Changes, Effective October 18, 2018

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Part 2_ In Marriage QDRO – Deeper Dive into the Strategy

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Qualified Accounts and In Marriage

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Understanding the Type of Assets Your Clients Own

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Long Term Care Planning with IRAs-Retirement Accounts

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VA Planning with IRAs – Annuities

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Asset Based Long Term Care Insurance – 4 Hard Cases

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So Many Types of Long Term Care Policies .. What Do They All Mean

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Mentorship Series, Explaining Urgency and Value in Crisis and Proactive Planning to a Client

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