The participants will learn the best time for 401K rollovers and how to avoid penalties.  The instructor will discuss alternatives and the rules and regulations involved with 401K plans.

Our workshop extends beyond the limited boundaries of wills and trusts and empowers families to create a comprehensive plan for the future of their dependents with special needs.  It will provide an understanding of the critical legal and financial elements needed to provide lifelong support for a loved one with special needs.  It also provides a unique opportunity to learn from someone who has personal experience with these same issues.

Will “gifting” my home protect my assets? How can you get the state to pay for your nursing home care? Get proven asset-protection planning techniques. Discover techniques to avoid liability to the nursing home for your loved ones. Actual cases will be used.

Will “gifting” my home protect my assets? How can you get the state to pay for your nursing home care? Get proven asset-protection planning techniques. Discover techniques to avoid liability to the nursing home for your loved ones. Actual cases will be used.

This workshop will provide a greater understanding of the various government benefits available to your loved one.  It will discuss in detail how to qualify, maximize, and preserve benefits such as Supplemental Security Income (SSI), Social Security Disability (SSDI), Medicaid, Medicare, and the ABLE Act.

This course addresses the retirement planning process and covers the impact of inflation, taxes, investment basics, types of retirement plans, insurance, and estate issues. P. Mariano & J. Castaldi

A survey of the history of economics and finance with an in-depth study of theory, practical marketplace definitions, and applications. You will learn to understand the difference between micro and macroeconomics, what some of the current trends in finance and business are, and why they are valuable for participants to know. 

What exactly is a Living Trust? Will a Living Trust avoid Probate Court? Will a Living Trust reduce estate taxes? What is the difference between a Living Trust and a Last Will and Testament? Get the answers to these questions and more from an attorney. Eliminate the confusion in a relaxed atmosphere.