Top 6 Things Clients & Attorneys Planning for Retirement Must Do

Topics Included:

• Understanding Your Social Security Retirement Benefits and the Elections You Can Make
• Understanding the Basics and Planning for Your IRAs and other Retirement Plans
• The Required Formalities for Retirement vis-a-vis Your Clients, the Office of Court Administration and Your Malpractice Insurance Carrier
• Understanding How Last Wills, Trusts & Advanced Directives can Help Insure Your Planning Goals are Achieved
• The Basics of Medicaid Eligibility for Nursing Home and Home Care Benefits
• Facing the Challenges and Inherent Biases Against Seniors and those with Diminished Capacity

Speakers:
Robert Leitner, Financial Advisory Network
Daniel S. Rubin, Esq., Moses & Singer LLP
Matthew Lee-Renert, Esq., NYS Grievance Committee of the 9th Judicial District
Sara Meyers, Esq., Enea, Scanlan & Sirignano, LLP
Joan Lensky Robert, Esq., Kassoff, Robert & Lerner, LLP