Webinar: Understanding Medicare

Medicare can be confusing with all its parts, (A, B, D) supplements, and more. But it’s an important health and financial security resource for older people and people with disabilities. The more you understand Medicare, the better you can make decisions for your situation and your coverage. That’s why we hosted a webinar all about understanding Medicare. We were[...] Continue reading
16 September, 2020

Webinar: Estate Planning Advice for the Retired And High Net Worth

When is the best time to gift your house to someone? What tax situations will your children run into with a gift from you? What can you gift a child while still alive? Our recent webinar on estate planning for retirees and high net worth individuals answered all of those questions and many, many more. Brad Newman, our lead investment advisor located in Harrisburg,[...] Continue reading
3 September, 2020

Webinar: Income And Estate Planning for Pre-Retirees And Business Owners

We recently hosted a webinar for business owners and pre-retirees about estate tax and income planning to answer questions that often come up. Brad Newman from our Harrisburg office moderated the virtual event with guests Steven J. Schiffman, Esquire of SCHIFFMAN, SHERIDAN & BROWN, P.C. and Christopher M. Shive, CPA of Martin M. Sacks & Associates who lent[...] Continue reading
27 August, 2020

Webinar: Eldercare – Sustaining Your Legacy

The topic of eldercare is difficult for most families to start discussing but it’s something we frequently cover in our work with clients. We hosted a webinar on the topic with Dave Lishinsky, PT from AdvantageCare Rehabilitation and Tim Sechler, Esq., CELA from Sechler Law Firm, to help you get the conversation started. Eldercare and sustaining a legacy is one of[...] Continue reading
10 August, 2020

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