In this volatile economic climate, those over age 60 will need to readjust their financial, long term care and lifestyle goals to plan for a comfortable future in a new retirement landscape.
What can seniors do to plan ahead and protect their assets so they don’t run out of money? To help those who are approaching retirement or have already entered this stage of their life, Cona Elder Law, elder law and estate planning firm, and J. DeSena & Associates, a wealth advisory practice of Ameriprise Financial, Inc., are sponsoring a free Senior Strategies Conference. It will be held on Tuesday, April 21st from 8:30 am – 12:00 noon at 445 Broad Hollow Road (courtyard level), Melville, NY.
Reservations are a must.
RSVP to Moriah Farrell at Cona Elder Law at 631.390.5000 or register online at www.conaelderlaw.com
Refreshments will be served.
Jennifer Cona, elder law attorney and partner at Cona Elder Law, Joseph DeSena, senior financial advisor at J. DeSena & Associates, along with special guest Ronald Roel, president, Roel Resources and former editor of Newsday’s Act II Section, will discuss various issues including: asset protection, Medicaid planning, investment strategies, housing options and lifestyle issues affecting people planning for retirement.
Attendees will also have the opportunity for one-on-one consultations with each of the speakers following the program.
Some of the topics to be presented include:
- Decoding Medicaid – Asset Protection Solutions
- New Medicaid Laws
- Crisis Planning Strategies: Notes and Loans
- Protecting the Family Home
- Treatment of IRAs and Annuities
- Identifying Risks – Looking Beyond the Investments
- Building a Steady Income Stream;
- Mitigating Key Risks
- Protecting Your Income
- Managing Your Taxes
- Planning for Rising Cost of Healthcare
- Housing Issues
- Lifestyle Options
- Creating a Successful Retirement
“There are many new tools, techniques and products to help people pay for their healthcare needs. The goal is to do this while retaining family finances, increasing assets and keeping housing options open so as to live in an environment that keeps our seniors youthful and thriving,” says Jennifer B. Cona, elder law attorney and partner, Cona Elder Law. “Our annual Senior Strategies Conference seeks to educate Long Island residents over age 60 on these important issues.”
ABOUT THE SPEAKERS
Jennifer B. Cona, elder law attorney, is a partner in the law firm of Cona Elder Law PLLC. As director of the firm’s Elder Law department, Ms. Cona practices exclusively in the field of Elder Law and Trusts and Estates, including representing elderly clients and their families in connection with Medicaid planning, preservation of assets, estate planning, estate litigation, probate and administration of estates, disability planning and guardianships. Ms. Cona also heads up the Health Care Facility Representation practice group. Ms. Cona was recently named one of the “Top 50 Most Influential Women in Business” by Long Island Business News.
Joseph S. DeSena is a certified financial planner practitioner. A senior financial advisor with Ameriprise Financial Services, Inc. in Melville, NY, Mr. DeSena holds an MBA in finance. He creates financial plans for people of all ages that include long-term strategies for goals such as retirement, managing taxes, growing and preserving wealth.
Ronald E. Roel is president of Roel Resources, an editorial consulting firm that provides information services, workshops and conferences specializing in aging, retirement and real estate issues. The former editor of Newsday’s real estate and Act Two retirement sections, Mr. Roel is currently the editor of Act Two’s “Ask the Expert” column and co-creator of “Real Estate Next,” an educational conference.