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The Elville Webinar Series’ Wellness Series – Know Your “Why”: Fulfillment vs. Busyness

Join us in our next installment of the Elville Webinar Series' Wellness Series featuring Dr. Michelle Fritsch and Ms. Ellen Platt to discuss purpose and meaning. The discussion will include paring down your "to-do list" and eliminating unfocused "busyness" to make room to hone in on the important aspects of our lives - to find fulfilment and meaning in what we do. More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Trustee Selection – How to Choose the Right One for You

Elville and Associates' Managing Principal and Lead Attorney Stephen Elville offers this webinar discussion about the very important topic of how to select a Trustee. Choosing a Trustee is one of the most intensive pieces of the estate planning process, and a choice not to be taken lightly. Ensure you're educated about all the factors that go into making this important decision. Points of emphasis include: - What is a Trustee and what are their responsibilities? - Types of Trustees and their characteristics - advantages and disadvantages - The perfect Trustee - setting the benchmark for selection - Trustee selection - why is it so important? - Trustee succession and plan design - why so difficult, why so crucial? - Trustee roles in Wills and Trusts - What are some reasons to consider appointing a Corporate Trustee? - Why should you be concerned about "Successor Trustee risk"? More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Identity Theft: The Illusion of Privacy

Identity theft occurs when someone uses another's personal identifying information, like their name, social security number or credit card number, to commit fraud or theft. Identity theft is one of the fastest growing crimes in the United States. A 2021 Javeline Strategy study estimates Americans lost a total of $56 billion dollars in Identity Theft scams. These alarming statistics demonstrate identity theft may be the most frequent, costly and pervasive crime in the United States. This presentation will cover the various types of identity theft, to include child ID theft, medical ID theft, tax ID theft and data breaches. The ease of accessing our personal information online and through public information resources will also be discussed. Your presenter is Mr. Andre Lingham, Founder and President for the Center of Elder Justice and Education and a distinguished retired Howard County Police Officer. The Center of Elder Justice and Education was established in 2021 and is a non-profit organization that promotes elder abuse awareness and education. Their mission is done by virtual and in person training to senior citizens, the general public, government agencies, police departments and private institutions. Andre previously served over 30 years in law enforcement and retired from the Howard County Police Department in 2019 to focus full time on elder abuse awareness and education. While a member of the Howard County Police Department, he served as the Senior Citizen Liaison for 5 years. In 2014, Andre was named Howard Police Officer of the Year and 2015 American Legion Law Enforcement Officer of the Year for his work educating and protecting seniors More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Webinar - Financial Exploitation: Frauds and Scams Targeting Seniors

It is estimated that seniors are scammed out of $36 billion dollars per year in financial exploitation. Such exploitation occurs whenever older adults are deprived of their property by improper means. This commonly includes fraud, theft or deceptive behavior. Often the perpetrator of this behavior is a family member, caregiver, or someone who has a relationship of trust with the older adult. This presentation will cover the various types of financial exploitation, scams and frauds that target seniors and the best ways to minimize being victimized. Case studies and interviews with victims are included in the presentation. Your presenter is Mr. Andre Lingham, Founder and President for the Center of Elder Justice and Education and a distinguished retired Howard County Police Officer. The Center of Elder Justice and Education was established in 2021 and is a non-profit organization that promotes elder abuse awareness and education. Their mission is done by virtual and in person training to senior citizens, the general public, government agencies, police departments and private institutions. Andre previously served over 30 years in law enforcement and retired from the Howard County Police Department in 2019 to focus full time on elder abuse awareness and education. While a member of the Howard County Police Department, he served as the Senior Citizen Liaison for 5 years. In 2014, Andre was named Howard Police Officer of the Year and 2015 American Legion Law Enforcement Officer of the Year for his work educating and protecting seniors. More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

The Elville Webinar Series' Wellness Series Staying Mentally Sharp

There are strategies you can take to keep your brain always working and learning. We will cover these and steps to take if you feel your memory is slipping. Get specific tips you can apply right away to stay mentally sharp. Featuring nationally renowned speakers Ms. Ellen Platt, a certified Aging LifeCare Manager and President of The Option Group, and Dr. Michelle Fritsch, a board certified, doctoral trained health professional and founder of Retirement Wellness Strategies, this presentation is one you will not want to miss! This webinar is offered in partnership with Visiting Angels, a longtime supporter of Elville and Associates' educational programs. To learn more about Visiting Angels, its services, educational programs and calendar of events, please visit www.visitingangels.com or contact Ms. Stephanie Lawler, Homecare Consultant, at stephaniel@mdvisitingangels.com. More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Medicare Basics What You Need to Know )Open Enrollment Is Around the Corner!)

Join Elville and Associates as we welcome Mr. Mark Trent of Medicare Supplement Services for this timely presentation about "Medicare Basics - What You Need to Know." The annual Medicare enrollment period runs from October 15th through December 7th. Mr. Trent was Elville and Associates' featured presenter at our 2017 and 2018 annual Client Event and we are thrilled to welcome him back for this presentation! His wit and wisdom make for a fun and very educational presentation. Among the topics of discussion will be: -The Federal Government's "Medicare & You" handbook translated into English (the least read book in America) -The Basics - Medicare A, B, C and a D - and what's CMS? -Part A and B entitlement and cost - plus something called IRMAA which may surprise you - What's a Supplement? - ugh, more letters -Medicare Part D - DRUGS, it's not what you're used too -Medicare Part C - Advantage Plans, Medicare all in one! -Fall Open Enrollment - what it's really for To register and receive your personal link to attend, please click here. Should you have any questions before the webinar please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or at 443-393-7696 x117. We look forward to hosting you! For CPAs, CFPs, and various other professionals, 1.5 continuing education hours are available for attending this webinar. More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Webinar The Essentials of Estate Planning and Elder Law

This webinar is an in depth This webinar is an in depth overview that will thoroughly educate attendees about the essentials of estate and elder law planning. Presented by Elville and Associates’ Managing Principal and Lead Attorney Stephen R. Elville, in our Estate Planning and Elder Law Essentials webinar Steve thoroughly educate attendees about estate planning and incapacity planning issues. Some of the topics she will address include: — understanding the planning process, including the reasons for estate planning — wills vs. trusts — probate vs. non-probate and understanding non-probate devices — the absolute importance of incorporating “flexibility” in your planning — planning for incapacity — understanding the importance of financial powers of attorney, advance medical directives and MOLST — Medicaid – myths versus reality — estate tax planning — asset protection and protecting shares for children and grandchildren — understanding why having outdated documents could provide challenges in the future — how to achieve perfection for your legacy Open to clients, financial advisors, and the general public, 1.5 continuing education hours are available for professionals who attend this presentation. More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

The Elville Webinar Series' Wellness Series -- Making the Most Out of Your Medical Appointments

In part 10 of the Elville Webinar Series’ interactive Wellness Series, guest presenters Dr. Michelle Fritsch and Ms. Ellen Platt explore the important topic of how to make the most out of your medical appointments. Most people just show up to medical appointments. In today’s rushed and fragmented health system, you can greatly improve your health and assure no mistakes are made by knowing how to prepare for each visit, what to do during the visit, and what to do after the visit. This is true for doctors, dietitians, therapists, or any other type of healthcare. With their combined 60 years of healthcare experience, Dr. Fritsch and Ms. Platt have seen the problems first hand and developed these strategies that have worked for countless people. Featuring nationally renowned speaker Dr. Michelle Fritsch, a board certified, doctoral trained health professional and founder of Retirement Wellness Strategies and cofounder of Propel Comprehensive Wellness, this presentation is one you will not want to miss! More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

The Elville Webinar Series' Wellness Series -- Social Wellness

What does it mean to be socially healthy? Have you even considered that aspect of your health? We explain why it is so important and give you several strategies to stay fulfilled and active in that area of your health. Featuring nationally renowned speakers Ms. Ellen Platt, a certified Aging LifeCare Manager and President of The Option Group, and Dr. Michelle Fritsch, a board certified, doctoral trained health professional and founder of Retirement Wellness Strategies, this presentation is one you do not want to miss! More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Understanding Maryland ABLE Accounts and How They Benefit Your Loved One With Special Needs

Maryland ABLE accounts help families and their loved ones with disabilities save for the future without jeopardizing federal, state and local benefits. Kelly Nelson, Outreach and Communications Manager from Maryland ABLE, shares by webinar the following: the eligibility criteria and enrollment process; features of an ABLE account and the account management process; tax-free savings and tax-free withdrawals for qualified disabilities expenses; accessing a Maryland state income tax deduction for contributions; and, how an ABLE account can be used in collaboration with a Special Needs Trust This webinar is open to clients, the general public, and financial advisors. 1.5 continuing education hours will be offered for CPAs, CFPs, and other professionals for attending this presentation. More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Webinar -- A Caregiver Panel

Have you ever been a caregiver? Ms. Ellen Platt, Aging LifeCare Manager and owner of The Option Group and she leads a caregiver panel that will explore the role of the caregiver, its challenges and rewards. As Ellen leads the panel and through their thoughts and feedback, you'll discover how veteran caregivers manage to care for their loved ones in the best way possible, while concurrently taking care of their own health and well-being. More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

Guardianship & the Alternatives -- What Parents, Family Members & Advisors Need to Know

The decision to pursue guardianship - to obtain the legal authority to make decisions for another person - is one that has many intricacies to it and should not be taken lightly. There are also many alternatives to guardianship to consider as well, which is why speaking with a qualified attorney is extremely important during the decision making process and throughout the guardianship proceeding. Elville and Associates' Managing Principal and Lead Attorney Stephen R. Elville offers this webinar presentation about " Guardianship and the Alternatives: What Parents, Family Members, and Advisors Need to Know." Topics of discussion include: - What is guardianship? - What are the benefits and drawbacks? - What are the main questions every family should ask before making the decision to pursue guardianship? - What are some of the alternatives to guardianship? More Webinars from Elville and Associates The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars. #elvilleeducation #elvillewebinarseries

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