Medicaid is the largest payer of long-term care expenses. With long-term care expenses continuing to rise, it is important to understand the qualification criteria to become eligible for Medicaid. This presentation will discuss the following: Asset and Income limitations for an individual client as well as a married couple; Types of expenses paid for by […]
Hosted by sfspdelaware@gmail.com Click Here for the event link Tuesday, May 10, 2022 8:00 am | 2 hours | (UTC-05:00) Eastern Time (US & Canada) Meeting number: 2634 119 2772 Password: R9iuAjcJv77 (79482525 from phones and video systems) Join by video system Dial 26341192772@webex.com You can also dial 173.243.2.68 and enter your meeting […]
Hosted by sfspdelaware@gmail.com Click Here for the event link Tuesday, May 24, 2022 8:00 am | 2 hours | (UTC-05:00) Eastern Time (US & Canada) Meeting number: 2631 194 9692 Password: 3CFdapb8Jg4 (32332728 from phones and video systems) Join by video system Dial 26311949692@webex.com You can also dial 173.243.2.68 and enter your meeting […]
Hosted by sfspdelaware@gmail.com https://kathleenschlegel.my.webex.com/kathleenschlegel.my/j.php?MTID=me2aa2084bfee3eb3f8b597ba123bbe50 Thursday, Jun 9, 2022 8:00 am | 2 hours | (UTC-05:00) Eastern Time (US & Canada) Meeting number: 2630 892 2955 Password: 6S3NgU3NYai (67364836 from phones and video systems) Join by video system Dial 26308922955@webex.com You can also dial 173.243.2.68 and enter your meeting number. Join by phone […]
- Pitfalls of the financial aid process - College Scholarship Service ("CSS") formula - Avoinding harm to financial aid potential - Solutions to maximize financial aid Continuing Education Credit Approval Pending In person at Affinity Wealth Management, LLC, 2961 Centerville Road, Wilmington, DE 19807 Click Here to join the WebEx meeting Join by meeting number Meeting […]
Qualifying for benefits Self-settled special needs trusts Third party special needs trusts ABLE accounts Finding a trustee to serve Presented by P. Kristen Bennett, Esquire and Ellen Bockman Qualifies for Continuing Education Credits In person at Affinity Wealth Management, LLC, 2961 Centerville Road, Wilmington, DE 19807 Click Here to join the WebEx meeting Join […]
Qualifies for Continuing Education Credits In person at Affinity Wealth Management, LLC, 2961 Centerville Road, Wilmington, DE 19807 Click Here to join the WebEx meeting Join by meeting number Meeting number (access code): 2630 467 9547 Meeting password: NRpDMwZE298 (NRpDMwZE298 from phones and video systems) Tap to join from a mobile device (attendees only) (650) 479-3208, 26304679547#67736993# […]
Does your client want a charitable giving campaign? Does a private foundation or donor advised fund better accomplish their goals? How do they comply with the requirements for these? What is new in the charitable giving world? Presented by Jeffrey Haskell and Justin Murphy, Foundation Source Qualifies for CFP Ethics Continuing Education Credits In person […]
- Enrollment and Eligibility Qualifies for Continuing Education Credits In person at Affinity Wealth Management, LLC, 2961 Centerville Road, Wilmington, DE 19807 Click Here to join the WebEx meeting Join by meeting number Meeting number (access code): 2633 551 9111 Meeting password: iKppQ2xb7P3 (45777292 from phones and video systems) Tap to join from a mobile device […]
Qualifies for Continuing Education Credits In person at Affinity Wealth Management, LLC, 2961 Centerville Road, Wilmington, DE 19807 Click Here to join the WebEx meeting Join by meeting number Meeting number (access code): 2631 616 5508 Meeting password: 2RBrJSthM89 (27275784 from phones and video systems) Tap to join from a mobile device (attendees only) (650) 479-3208, 26316165508#27275784# […]
- Enrollment and Eligibility - Coverage under Parts A, B, D - Medigap And so much more! Qualifies for Continuing Education Credits In person at Affinity Wealth Management, LLC, 2961 Centerville Road, Wilmington, DE 19807 Click Here to join the WebEx meeting Join by meeting number Meeting number (access code): 2630 622 3791 Meeting password: […]
Click Here to join the WebEx meeting Join by meeting number Meeting number (access code): 2632 258 7513 Meeting password: mVT8f6H43hj (68883644 from phones and video systems) Tap to join from a mobile device (attendees only) (650) 479-3208, 26322587513#68883644# Some mobile devices may ask attendees to enter a numeric password.
