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Events

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EVENTS

2018 EVENTS

Check back for recently added events and webinars! 
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WEBINARS:

August 16 at 5:30 p.m. | NYS Medicaid Home Care Advantage | More Info
Find out how New York’s seniors can age at home for life with independence, by using some of the Empire State’s little-known, generous Medicaid policies. Guest speaker: Nora Baratto, LCSW-R, Accredited Care Manager.

August 22 | 12-12:30 | Special Needs Planning | More Info
Concerned about a loved one’s future personal needs and financial security? In 30 minutes, get updates and strategies to learn planning options for individuals with a disability.

Watch Previous Webinars Here

SEMINARS:

September 13 at 10 a.m. | Saratoga, NY | Estate Planning Strategies | More Info
PCA and The Niles and Carl Group of Janney Montgomery Scott will share strategies to help you maximize wealth and protect the next generation. 

September 27 at 5:30 p.m. | Albany, NY | Planning to Live a Good, Long Time? Are You Prepared? | More Info
Join WGY’s Life Happens Radio hosts for a dinner and presentation on strategies to secure your future

November 8 at 10 a.m. | Colonie, NY | Trust Administration Workshop | More Info
Learn how to make trust planning work once the trust is up and running.