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Clients/Attorneys Planning Retirement Must Understand 2018

Clients/Attorneys Planning Retirement Must Understand 2018

Total Credits: 6.0 Professional Practice


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


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


Non-Member Price: $275.00
  • DVD+MP3
Product Code:
  • FFS67
Areas Of Professional Practice Credit(s):
  • 6.0
Total Credit(s):
  • 6.0