Cona Elder Law Seminar Series: Earning, Planning, Protecting: Protecting Your Family and Your Assets Across the Generations

Date: 

Location: 

Morgan Stanley
58 South Service Road
Conference Center, Lower Level
Melville, New York  11747

Topic: 

Cona Elder Law Seminar Series

Earning, Planning, Protecting:

Protecting Your Family and Your Assets Across the Generations

The Protecting Generation:  The Boomers+ (ages 51+)

Asset Protection:  Planning for Yourself and Your Parents

                        ♦ Asset Protection Trusts

                        ♦ Medicaid Planning

                        ♦ Promissory Notes

                        ♦ Advance Directives                                                                  

Will You Outlive Your Money? How a Certified Financial Plan Can Protect You

Special Guest:  Sal Alesia, VP Wealth Management, Morgan Stanley

                        ♦ Pre-Retirement Planning

                        ♦ Maximizing Government Benefits

                        ♦ Cash Flow Analysis

                        ♦ Time Horizon Planning

Long Term Care Insurance:  The Who, What, Why and When of LTC Insurance

Natalie Karp and Rona Loshak, Karp Loshak LTC Insurance Solutions

♦ Comparing Options: Self-Insure vs. Private LTC vs. Government Programs

♦ New Options in Long Term Care Insurance: Hybrid Plans with Life Insurance

♦ Health Qualifying and Medical Underwriting

♦ Innovative Funding Options and Tax Incentives

Cost: 

free

RSVP: 

Call Bonnie at 631.390.5000 or email RSVP@conalaw.com