Webinars

Medicaid Planning for Individuals with Retirement Accounts

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

Medicaid Planning with IRA-Tax-Qualified Accounts

5 Things You Need to Know for Your Next Seminar

POA’s: The Good, The Bad and The Ugly

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

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

Social Security Webinar

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

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

VA Aid and Attendance Changes, Effective October 18, 2018

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

Qualified Accounts and In Marriage

Understanding the Type of Assets Your Clients Own

Long Term Care Planning with IRAs-Retirement Accounts

VA Planning with IRAs – Annuities

Asset Based Long Term Care Insurance – 4 Hard Cases

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

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