This months topic: Asset protection: Should my trust be revocable or irrevocable? Medicaid can be confusing and many people do not know when or how they can access benefits. Join Cona Elder Law Partner, Melissa Negrin-Wiener, for our "Demystifying Medicaid" breakfast series. Each month Melissa discusses a different topic to help you navigate this confusing […]
We invite you to sit down for a free consultation with Joe Lloyd, Cona Elder Law's Preferred Provider and Investment Executive with National Asset Management, to learn about strategies to help you achieve your financial goals.Joe Lloyd can help you execute a sound financial program and offers assistance with: · Establishing retirement plan goals and expectations · Review […]