UPCOMING EVENTS
Summer of over, although you wouldn’t know it from recent weather conditions. It almost seems that it never was here. Everything changes in September. Back to school. More traffic on weekdays. Leaves changing color. Days getting shorter. And so on.
This year, my speaking engagement schedule is going to increase. I have a several events scheduled or in the works and want to share them with anyone who is interested.
My wife and I will be in France from October 1-16. Before I get over jet lag, I will be speaking at two locations, both open to the public
1. Wayne Public Library’s LUNCH BOX LEARNING Wednesday, October 18, 2017 from 12:30-2:00 p.m.
475 Valley Road in Wayne.
FREE ADMISSION . PLENTY OF PARKING.
REFRESHMENTS are coffee, tea and cookies
DOOR PRIZES
My topic will be “Trusts: The Most Versatile but Misunderstood of Estate Planning Tools.” I will explain - -
What trusts are and what they are not
When trusts are useful and when they are not
The difference between trusts in a will and stand-alone trusts
And much more.
The last time I spoke at the Library, there was quite a crowd. If you are planning to attend, try to get there early.
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2. The same morning, I will be one of the panelists at a program sponsored by Chilton Hospital and presented by the Information Network on Aging (INOA) a not-for-profit Community Education Group I belong to. INOA assists families with health care decisions for their aging loved ones. Details of the program are:
Wednesday, October 18, 2017, 10:00
Chilton Hospital, Collins Pavilion, 2nd floor
97 West Parkway, Pompton Plains (turn left just before hospital parking lot)
Topic: Stages of Senior Care, which takes the audience through the various types of care and services available to elderly individuals. My role will be to discuss the legal ramifications. We have been presenting this program for many years and it remains one of our most informative and popular.
REFRESHMENTS, DOOR PRIZES
FREE ADMISSION
RESERVATIONS ARE REQUIRED: CALL 973-831-5175.
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3. Wednesday, October 18, 2017, 10:00
Chilton Hospital, Collins Pavilion, 2nd floor
97 West Parkway, Pompton Plains (turn left just before hospital parking lot)
FUNDING FOR CARE
Topics: VETERAN’S BENEFITS
REVERSE MORTGAGES,
LONG TERM CARE INSURANCE
MEDICAID
There will be plenty of time for questions and answers.
REFRESHMENTS, DOOR PRIZES
FREE ADMISSION
RESERVATIONS ARE REQUIRED: CALL 973-831-5175.
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4. I will be speaking to clients of a major brokerage company in Wayne on two dates in November. The program is by invitation only.
However, I will reprise both early in 2018 at a convenient location in Pompton Plains with an open invitation to my subscribers and the public.
The topics are:
“Why Designating a Guardian in Your Will for Minor Children is not Enough”
“Why Your Will may Not Be Your Most Important Estate Planning Document”
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