Calendar of Events

Latest Past Events

Keeping Your Financial House in Order

Virtual Presentation

Keeping Your Financial House in Order: Tips to Tame your Paperwork and Calm Your Mind During this webinar, we will share engaging tips and best practices to organize and streamline household finances. The speaker will provide advice on managing bills and budgeting, protecting yourself against fraud and planning for the future. Speaker: Amy Jo Neill, […]

Senior Law Day Program

Ridge Road Park 287 Ridge Road, Hartsdale

THIS SHORTENED SENIOR LAW DAY PROGRAM WILL DELIVER: • Advice from attorneys and experts on aging issues, including planning checklist. • One-on-one consultations with attorneys, financial planners and care managers. • Free information and resources from Westchester Government & nonprofit agencies. Held outside • Free parking • Short level walks • Rest rooms accessible A […]

Creative Uses of Medicaid Asset Protection Trusts

Virtual Presentation

The options for financing care as you age are growing. In this webinar, Brian Miller of Littman Krooks will review the relevant Medicaid regulations and mechanics of setting up a trust and discuss some challenges that you may face down the road. Frank Melia of Contour Mortgage will introduce cash refinancing options that may be […]