ANTIQUES
& COLLECTIBLES: Early 20th c. Prints, Pastels, & Hand-Colored Photography:
At the turn of the 20th century middle class America had a growing choice of art
forms available to them. Those who didn't appreciate or couldn't afford original
art often decorated the walls of their homes with Pastel (Chalk) Art, Hand-Colored
Photography, or other Works of Art on Paper (Etchings, Engravings, Lithographs,
Chromolithographs, Offset Lithographic Prints etc.). There were literally thousands
of artists selling their art at this time and in this session Michael will introduce
you to the most popular artists of the era including: Pastels Artists (William
Henry Chandler, Andrew Gunderson, Albert Glatthaar), Popular Early 20th c. Print
Artists (Maxfield Parrish, Bessie Pease Gutmann, R Atkinson Fox, Philip Boileau,
Harrison Fisher, more) and Hand-Colored Photographers (Wallace Nutting, David
Davidson, Charles Sawyer, Fred Thompson), more. Speaker:
Michael Ivankovich
Contact Information: (215)-345-6094 or eMail: info@michaelivankovich.com
Fee:
$100
ANTIQUES
& COLLECTIBLES: Wallace Nutting Pictures, Books & Furniture: Most
people have heard about Wallace Nutting's hand-colored photographs, some are aware
that Nutting authored more than 20 books, and a few are even aware that Wallace
Nutting produced much of the finest bench-made reproduction furniture of the early
20th century. In this session Wallace Nutting Auctioneer and Author Michael Ivankovich
will introduce you to "Wallace Nutting". He'll discuss the primary determinants
of value, he'll help you to understand the difference between good-better-best,
he'll teach you how to evaluate condition, and he'll bring in a sampling of Nutting's
pictures, books, and furniture for you to study. Speaker:
Michael Ivankovich
Contact Information: (215)-345-6094 or eMail: info@michaelivankovich.com
Fee:
$100
ANTIQUES
& COLLECTIBLES: What's
Wrong with the Antiques & Collectibles Market?: It is no trade secret
that the Antiques & Collectibles Markets have seen a decided downturn over
the past several years. Certain categories are selling better than ever….some
categories continue to flounder …and other categories are simply dead. Several
of the factors causing this change are quite obvious. Most are not so apparent.
In this session Michael will review the top 10 factors impacting today's Antiques
& Collectibles markets. You can't adapt to a changing market if you don't
understand what is going on around you and this session will help you to better
understand…and adjust…to today's changing Antiques & Collectibles
market. Speaker:
Michael Ivankovich
Contact Information: (215)-345-6094 or eMail: info@michaelivankovich.com
Fee:
$100
APPRAISALS:
How Can One Item Have Seven Different Values?
Value is a very subjective term and can change depending upon your wants and
needs. In this presentation Professional Appraiser Michael Ivankovich will explain
how to understand the value of the things that you own. Speaker:
Michael
Ivankovich
Contact
Information: (215)-345-6094
or eMail: info@michaelivankovich.com
Fee:
Free
APPRAISALS:
What’s Hot…and What’s Not. 25
Things That Are Worth A Whole Lot Less Than You Thought. In this session Professional
Appraiser Michael Ivankovich will explain why many of the things that you own
may be worth a whole lot less than you thought. And then he’ll reveal those
categories that are probably worth much more than you expected. Speaker:
Michael
Ivankovich
Contact
Information: (215)-345-6094
or eMail: info@michaelivankovich.com
Fee:
Free
AUCTIONS:
Let's Have An Auction…with a Fund Raising Auction For Your Group: The
world is changing all around us and the Auction business is no exception. Computers,
the Internet, eBay & other On-Line Auctions, Digital Cameras, Blackberries,
PayPal, E-Commerce, Google & other Search Engines, WiFi Internet Connections,
and Auction Sniping have all changed the way that Auctions do business. In this
session Michael Ivankovich will take you from the earliest beginnings of the Auction
Industry to the state-of-the-art 21st century Auction technology. Need Additional
Funding For Your Group? Here's an idea on how you can raise some additional money.
Have each person attending the meeting bring in something that can be sold…Baked
Goods (e.g., cookies, cakes pies, or dinner), A Basket of Cheer (e.g., snacks,
wine, a specialty foods), Personal Services (tutoring, catering, art, etc.)…Used-But-Sellable
Items (children's clothing, toys, books, but no junk, etc.). You decide what works
best for your group. Then, after Mike concludes his presentation, he'll "sell"
all of the items that have been brought in to the members in attendance. And your
group will keep 100% of what is sold. Auctions are meant to be fun and in this
session Michael will show you how much fun Auctions can be. Speaker:
Michael Ivankovich
Contact Information: (215)-345-6094 or eMail: info@michaelivankovich.com
Fee:
$100
AUCTIONS:
Let's Have An Auction…with a Real Fun Auction: The world is changing
all around us and the Auction business is no exception. Computers, the Internet,
eBay & other On-Line Auctions, Digital Cameras, Blackberries, PayPal, E-Commerce,
Google & other Search Engines, WiFi Internet Connections, and Auction Sniping
have all changed the way that Auctions do business. In this session Michael Ivankovich
will take you from the earliest beginnings of the Auction Industry to the state-of-the-art
21st century Auction technology. Never been to an Auction? That will change after
this presentation when Michael conducts a live Auction for your group. He'll bring
some actual tangible items that he will "Sell" to you via the Auction
Method of Selling. But you can leave your purse or wallet at home because Michael
will also give you some "Michael Money'" which you can spend at this
Auction. Auctions are meant to be fun and in this session Auctioneer Michael Ivankovich
will show you how much fun Auctions can be. Speaker:
Michael Ivankovich
Contact Information: (215)-345-6094 or eMail: info@michaelivankovich.com
Fee:
$50
Business
Sales, Mergers & Acquisitions. WHERE'S THE EXIT? What Every Business
Owner Needs to Know. The ultimate dream of every business owner is to build
up their business and sell it, but the reality is only 20% of business owners
are able to sell their businesses. In this seminar Michael Lefkowitz, author of
the book WHERE'S THE EXIT, will explain the 4 major mistakes that business owners
make and how to fix them so the business is sellable when the time is right. It
is never to early to start planning for the exit of a business. This seminar will
be of value to business owners, accountants, attorneys, financial planners and
others who are thinking of starting a business. Speaker:
Michael Lefkowitz CBI, M&AMI
Contact Information: 215-357-9694 or
email Michael@BenjaminRossGroup.com
Fee:
Free
COLLEGE:
Reducing College Costs: Don't pay sticker price! Is the thought of paying
$25,000 to $55,000/yr for college keeping you up at night? Do you wonder how you
will ever overcome these bills and still be able to afford your current lifestyle?
Want to find ways to reduce the size of this "financial speed bump",
use other people's money to pay for college and have the government help too?
This presentation will awaken you to avenues you hadn't thought of on how to reduce
your family's college costs. Many times, families save thousands, if not tens
of thousands, of dollars off the cost of education, resulting in reducing the
financial stress and allowing them to enjoy their current lifestyle. Speaker:
David Emery
Contact Information: 267-898-0534 or eMail: EmeryD@univest.net
Fee: Free
COMMUNICATION:
In This Age of Communication Technology, How Do We Improve the Most Impactful
Communication? Face-To-Face Communication: This program will examine how we
communicate with one another - on a personal level and on a professional level.
Topics include the different forms of communication (verbal and non-verbal), how
important they are in our relationships with others, and how to use various types
and styles of communication to accomplish our goals. Speaker:
Gene Leffever
Contact Information: (215)-723-7985 or eMail: geneleffever@interpersonal-dynamics.com
Fee:
Free
DIVORCE:
Understanding Divorce Financially: You only have one chance to get it right
financially! So you think your marriage might be over, or it is over, and now
comes sorting out the finances. Do you know what is equitable or what is reasonable?
What are all the marital assets and debts? What are you responsible for and what
are you not? What income are you entitled to and will you qualify for alimony
and for how long? Bow will you manage financially pre divorce and post divorce?
Will you be taken financially advantage of during the process? You only get one
chance to financially structure a divorce, so it is important to do it correctly.
Your marriage might be over, but the rest of your life is still ahead! This presentation
prepares you to answer these and other questions pertaining to divorce. Speaker:
David Emery
Contact Information: 267-898-0534 or eMail: EmeryD@univest.net
Fee: $50
ELDER
LAW: Estate Planning Documents - Wills, Financial Powers of Attorney and Health
Care Powers of Attorney: When do you need a Will? What about a Living Trust?
What is Probate and is it something to be avoided? The misinformation available
through the media and the Internet regarding Wills and estate planning is astounding.
While relying on this misinformation can be harmful for everyone, it is especially
so for Seniors. It is important to know what exactly a Will is, as well as what
is involved with probating a Will. In addition, it is important for families to
understand what is involved in creating a Financial Power of Attorney and how
one can be abused. Furthermore, it is critical for families to understand the
difference between a basic Living Will and a comprehensive Health Care Power of
Attorney. Speaker:
Richard L. Newman, Esquire
Contact Information: 267-288-5765 or e-mail:
rich@Newmanelderlaw.com
Fee:
Free
ELDER
LAW: Protecting Your Assets From A Nursing Home - How To Get The Best Possible
Care Without Sacrificing Your Life's Savings: The cost of nursing home care
in Pennsylvania generally ranges from $8000-$10,000 a month. Many families find
the financial costs coupled with the emotional toll of having a loved one require
nursing home care to be devastating. There are, however, many ways to legally
protect a family's assets from being completely drained by the costs of a nursing
home. There are strategies available to help families facing this predicament.
Just as importantly, there are also many strategies and approaches that must be
avoided in order to prevent financial hardship. You will learn the approaches
that work and those that don't. In addition, you will also learn about alternatives
to nursing home care and how to protect assets when taking advantage of these
alternatives. Speaker:
Richard L. Newman, Esquire
Contact Information: 267-288-5765 or e-mail:
rich@Newmanelderlaw.com
Fee:
Free
EMPLOYMENT
LAW PRIMER: What Business Owners Need to Know. No matter the industry, all
companies have employees. Often the company/employee relationships can get complicated.
How do you protect the company’s trade secrets and confidential information?
Should you have key employees sign non compete agreements? What are the current
trends in employment discrimination law? We will survey these issues in this session
together.
Speaker: Bryan Tuk, Esq.
Contact Information:
(610) 797-9000 ext. 303 or email: btuk@flblaw.com
Fee: Free
ENTREPRENEURS
AND START UP'S: We have a great idea, now what? Many initial decisions face
the business owner. Once your product or service is ready to go to market, a host
of questions arise. Do you incorporate your business? What type of insurance do
you need? How do you gain access to capital? How will you get your product distributed?
All of these initial questions are important and can affect the success of your
business. In this discussion, we will explore these questions together.
Speaker:
Bryan Tuk, Esq.
Contact Information: (610) 797-9000 ext. 303 or email:
btuk@flblaw.com
Fee: Free
ESTATE
PLANNING: What's New With Estate Taxes and Why Should It Concern Me? What
is your taxable estate, do you know? Do you know how much your heirs will receive
and how much the government will receive? How has the estate tax law changed?
What did candidate Obama campaign on regarding estate tax and has this changed?
What is Congress discussing concerning estate taxes? What are the 10 biggest mistakes
people make concerning their estate and how can you avoid them? All of these questions
and more will be examined during this presentation. Those who proactively structure
their estate, create a legacy, which they want, not what the government wants!
Speaker:
David Emery
Contact Information: 267-898-0534 or eMail: EmeryD@univest.net
Fee: $50
FINANCIAL
PLANNING: Increase Your Retirement Income Through Charitable Planning. Year
end tax planning often includes charitable giving for the purpose of reducing
taxes through tax deductions. Did you know that charitable planning is much more
than that? Structuring your retirement income to include fixed payments for life
with no reinvestment interest rate risk can give you a two-fold benefit: a meaningful
relationship with the charity of your choice and a tax-advantaged income that
you cannot outlive. Come hear about the smorgasbord of charitable planning opportunities!
Speaker: Susan Fisher
Contact Information: 215.721.8374
or eMail: Fishersu@univest.net
Fee:
$100
FINANCIAL
PLANNING: The Woman Investor: Design Your Own Dreams, Then Live Them! History
set an expectation for women for a secondary role in the financial management
of their lives. If you have always wanted to know how to change that in your life,
this might be the class for you. This class is a group participation event with
opportunities for sharing with each other guided by targeted topics and identified
life goals. Speaker:
Susan Fisher
Contact Information: 215.721.8374 or eMail: Fishersu@univest.net
Fee: $100
FIRST
TIME HOMEBUYERS: This is the biggest investment that you have ever made. How to
prepare yourself and get the most for your money.
In
this seminar you will learn everything you need to know about the home buying
process. - When
you should start planning
- What
mortgage programs are available to you
- What
can help or hinder your mortgage qualification
- How
to improve your credit score
- How
much you can afford and how much down-payment you will need
- Tools
available to research schools, taxes and amenities in the neighborhood
- What
is involved in a home inspection
- Where
to find the best deals
- What
is the difference between a short sale, a foreclosure and a sheriff's sales
Free
credit analysis.
Speaker:
Alan Openshaw & Guest Realtor
Contact Information: Phone: 267 992
7276 Email: aopenshaw2@gmail.com
Fee: Free.
FUND
RAISING: Proven Keys to Non-Profit Fundraising: Non-Profit organizations operate
from a mission vision. Their call to serve is usually enabled by either government
funding or a strong charitable support system. Funding from the various arms of
the government has greatly decreased in this economic environment. Has your organization
considered making that up through the various forms of charitable fundraising?
Come hear about the variety of programs that can excite your donors (and your
accountant)! Major gifts, special events and Planned Giving programs are all possible
avenues of operating or endowment funds for your nonprofit organization. Speaker:
Susan Fisher
Contact Information: 215.721.8374 or eMail: Fishersu@univest.net
Fee:
$100
FUND
RAISING AUCTIONS: Going Once…Going Twice…Sold! How To Run A Successful
Fund Raising Auction: A bad economy typically means tougher times for most
non-profit groups and today's rough times are no exception. With donations down,
an increasing number of organizations are turning to Fund Raising Auctions in
order to raise needed funds for their causes. And for good reason because a well-run
Fundraising Auction can raise literally tens-of-thousands of dollars in a single
night…if it's done right. In this session professional Fund Raising Auctioneer
Michael Ivankovich will introduce you to the important elements of running a successful
Fund Raising Auction, including: How the Process Work, What Does and Doesn't Sell
Well; Using the Special Pledge Appeal, Tips & Strategies, and much more. Speaker:
Michael Ivankovich
Contact Information: (215)-345-6094 or eMail: info@michaelivankovich.com
Fee:
$100
HOME
DOWNSIZING: Home Downsizing in Four Easy Steps: You've spent a lifetime accumulating
assets... general household items, antiques, collectibles, and other Personal
Property. Now you are ready to downsize your home. What do you do with the items
that you are unable to take with you or no longer need? You have more alternatives
than you realize. In this presentation Michael Ivankovich will walk you through
a maze of 10 options available to you when it comes time to dispose of your personal
property. He'll show you how to determine whether you have any hidden treasures
... and how you can get top dollar for them. Each individual's needs are different
and in this presentation Michael will review all of these options ...and show
you how you can sell your excess personal property for the greatest amount of
cash, with the least amount of work, in the shortest amount of time ... in today's
rapidly changing market. Speaker:
Michael Ivankovich
Contact Information: (215)-345-6094 or eMail: info@michaelivankovich.com
Fee:
Free
HOME
DOWNSIZING: 50 Ways To Sell & Dispose of Your "Stuff": You've
spent a lifetime accumulating "Stuff", including general residential
contents antiques, collectibles…and probably a lot of junk. You're now ready
to clean house and turn what you no longer want or need into cash. What do you
do with it? In this presentation Michael Ivankovich will share 50 different ways
you can sell or dispose of the "Stuff" that you no longer want or need.
You won't want to miss this session because Michael will also provide the names
and contact information on many of the leading resources in our area. Speaker:
Michael Ivankovich
Contact Information: (215)-345-6094 or eMail: info@michaelivankovich.com
Fee:
Free.
HOME
DOWNSIZING: Understanding Value: What Are Your Things Really Worth? With Antiques
Road Show? What are your Antiques, Collectibles, Household Contents, and other
"Personal Property" really worth in today market? The best definition
we've ever heard of Personal Property is this: "Turn your home upside down
and shake it. What falls out is your Personal Property". In
this session Michael Ivankovich will try to help you understand "What's It
Worth?"… and "Where's the best place to sell or dispose of it?".
He'll cover such topics as: - Antique
vs. Collectible
- Contemporary,
Used or Retro
- 20
Types of "Value"
- 10
Easy Ways to Sell or Dispose of Your Excess Personal Property
- The
Ins, the Outs, and the Secrets of Selling at Auction
- The
Pros & Cons of Private Sale vs. Public Auction
- Selling
on eBay and the Internet. And much more.
Bring
a friend, and bring one item for Michael to appraise during the class. Speaker:
Michael Ivankovich
Contact Information: (215)-345-6094 or eMail: info@michaelivankovich.com
Fee:
$75
LEADERSHIP:
What Is True Leadership?: We are all leaders in one form or another. This
program will enable participants to identify and discover the characteristics,
challenges, and responsibilities associated with being a successful leader. It
will involve self-examination to see how each participant can develop and/or enhance
his/her own leadership traits. Speaker:
Gene Leffever
Contact Information: (215)-723-7985 or eMail: geneleffever@interpersonal-dynamics.com
Fee:
Free
LONG
TERM CARE: The Financial Aspects of Long Term Care. Do you know someone who
has needed long term care? Do you think you or a family member will need or be
needing of long-term care? What are your options for fulfilling this need? How
much would this cost or who would provide this service? Would insurance cover
these expenses or what insurance would pay for these expenses? Many Baby Boomers
are facing these questions for themselves and for their parents. This presentation
prepares you to answer these and other considerations pertaining to long-term
care and aging.
Speaker:
David Emery
Contact Information: 267-898-0534 or eMail: EmeryD@univest.net
Fee: $50
MEDICARE
MADE EASY!: Know your Options & Understand your Choices:
Howard's 60 minute "Medicare Made Easy" Seminars
are not only very informative, but entertaining as well. An
easy to follow PowerPoint presentation is used, handouts are
provided and there's always plenty of time for questions and
answers.
Seminar Topics include: Turning 65, Medicare 101, MediGap,
Medicare Advantage, Part D Plans, Enrollment Periods &
more!
Speaker: Howard Peck
Contact Information: 267-923-5281; Cell: 610-633-1630
or eMail: hnpeck@comcast.net
Fee: Free
NON
PROFIT: Board Development for Your Non Profit Organization: Does your non-profit
organization have the strong support it needs at the Board of Director level?
Do your Board members contribute one of the three W's - wisdom, wealth, or work?
Are they excited to bring their talents and contacts to your organization? Without
the knowledge and involvement of your Board members, your staff may burn out.
Come hear how to select, energize and educate your Board so that your organization
can operate at its optimum level.
Speaker: Susan Fisher
Contact
Information: 215.721.8374 or eMail: Fishersu@univest.net
Fee: $100
NON-PROFIT:
Donor Cultivation - How to Create a Lifetime of Giving: Donor's receive standardized
receipts and thank you letters all the time from organization that they support.
But many nonprofits wonder why these same donors do not increase the level of
their annual giving or stop giving all together. Donor cultivation and stewardship
is specialty onto itself. Learn more tips on how to retain donors and create a
life-time of gifts for your organization. Speaker:
Michael Kendrick
Contact Information: (215) 345-5279 or eMail: fundraz33@gmail.com
Fee:
$50
NON-PROFIT:
Planned Giving - Creating a Legacy Society: Many nonprofit organizations are
initiating planned giving programs to compliment their fundraising programs. There
are many questions that need to be answered when establishing a successful planned
giving program. Planned Giving is not a quick fix to your current budget problems.
Learn strategies, tips and more. Speaker:
Michael Kendrick
Contact Information: (215) 345-5270 or eMail: fundraz33@gmail.com
Fee:
$50
NON-PROFIT:
Strategic Planning - Planning for the Future: When was the last time your
organization reviewed or updated its strategic plan? Every successful organization
should have a one and three year plan in their file that is current and effect
in helping them reach their goals. Your plan should go beyond your strengths,
opportunities, weaknesses and threats (SWOT). Learn how a complete planning process
can assure your organization a successful future. Speaker:
Michael Kendrick
Contact Information: (215) 345-5279 or eMail: fundraz33@gmail.com
Fee:
$50
OXYGEN
FOR YOUR BUSINESS: Access to Credit. Many things contribute to the success
of your company: a great product or concept, a well conceived business and marketing
plan, and crisp execution of that plan. While those issues are vital, there is
one thing your business cannot survive without: Cash. No great idea can be executed
without the financing to hire workers, produce the goods or services and distribute
those goods or services to market. Your ability to obtain credit or financing
from a commercial bank or from private investors can determine whether your company
succeeds or fails. Obtaining credit presents numerous challenges which the business
owner must successfully navigate to thrive and maintain control of his/her company.
In this discussion, we will explore the most frequently experienced problems and
discuss some successful strategies to overcome those challenges. Speaker:
Bryan Tuk, Esq.
Contact Information: (610) 797-9000 ext. 303 or email:
btuk@flblaw.com
Fee: Free
PUBLIC
RELATIONS: Public Relations Basics & How to Get Your Message Heard by the
Media. Public
Relations is often thought of as Marketing when in fact it is just one aspect
of an overall Marketing Plan. Uncover the meaning of Public Relations (PR) - Learn
what PR is, the objectives of PR, what key PR tools you can use, advantages and
disadvantages associated with PR, benefits of hiring a PR professional, when to
reach out to the media and how to best get your message heard by the media.
Speaker:
Debbie Goetz
Contact Information: 215-630-5408 or email: dgoetz@dgmediaconnections.com
Fee:
$50
RETIREMENT
INCOME PLANNING: Retirement Income: Will I outlive my money? So you worked
all your life and now you would like to retire. Do you have enough money to last
through retirement? Where will your income come from or how will you replace your
paycheck? What income producing options are available today? How will your expenses
change over time? What will happen with taxes, medical insurance or inflation?
Will your assets out live you or not? All of these questions and more will be
examined in this presentation. Retirement should be a time to enjoy the fruits
of your labors. Speaker:
David Emery
Contact Information: 267-898-0534 or eMail: EmeryD@univest.net
Fee:
$50
REVERSE
MORTGAGES: Who can benefit from them and what are the legal and financial implications?
As people grow older, more and more of them face health or economic challenges
that can make it more difficult for them to continue to live in their own homes.
For many seniors, their homes are their biggest financial asset. This seminar
is designed to help seniors and their adult children to understand and assess
the potential range of options, that may be available to them for paying for the
services and supports they may need. You will find out how a reverse mortgage
works and if is right for your situation. You will know the mortgage amount is
calculated and what kind of products are available. You will understand the tax
implications of a reverse, mortgage, how it affects qualifications for other benefits
and the effect it will have on the heirs to the estate. Speaker:
Alan Openshaw LLB
Contact Information: 267 992 7276 or email: aopenshaw2@gmail.com
Fee:
$75
SOCIAL
NETWORKING: It’s Just Not For Kids Anyone. An Introduction to FaceBook for
the 50+ Crowd. Don't ever think you're too old to use Social Networking web
sites such as FaceBook. FaceBook is a great visual tool that can be used personally
to connect with family and friends, or to supplement your other business marketing
approaches. You can share personal photographs and experiences with those you
care about, and you can have a lot of FUN doing it. Social Networking is changing
the way we communicate and it's not going to go away…so you may as well learn
how to use it. Millions of individuals use it…and a growing number of businesses
are using it, so why not you? In this session Mike will introduce you to Face
Book…and show you how you can use both in your personal & professional
lives. Speaker:
Michael Ivankovich
Contact Information: (215)-345-6094 or eMail: info@michaelivankovich.com
Fee:
$75 (FaceBook and LinkedIn can be merged into a single session for $100)
SOCIAL
NETWORKING: It’s Just Not For Kids Anyone. An Introduction to LinkedIn for
the 50+ Crowd. Don't ever think you're too old to use Social Networking web
sites such as LinkedIn. LinkedIn is like an online resume that promotes you, your
profession, and your business. Social Networking is changing the way we communicate,
and it's here to stay. It's an excellent way to promote yourself, your business,
and your professionalism. And it's a great way search for new employees for your
business…or a job for yourself. Personally, we have used LinkedIn to re-connect
with old friends and colleagues whom we hadn't spoken with in 30+ years…and
we picked up as if a day hadn't past. In this session Mike will introduce you
to LinkedIn…and show you how you can use both in your business and professional
lives. Speaker:
Michael Ivankovich
Contact Information: (215)-345-6094 or eMail: info@michaelivankovich.com
Fee:
$75 (LinkedIn and FaceBook can be merged into a single session for $100)
SOCIAL
SECURITY: Social Security Options: When is the best time to draw on Social Security?
You have paid in to Social Security your entire life and now the time is near
to begin drawing on it. When should you take your social security income? Should
you take it early or defer taking it until later? Should you take a spousal benefit,
or are you allowed to? Will your social security be a tax free benefit, or not?
How does my divorce or being a widow/widower affect my benefit? Will my benefit
grow over time? With many retirees, social security is the foundation of retirement
income. All of these questions and more will be explored in this session. Speaker:
David Emery
Contact Information: 267-898-0534 or eMail: EmeryD@univest.net
Fee:
$50
SPECIAL
NEEDS PLANNING: How to Protect Your Loved One With Special Needs: Anyone who
has a child with special needs knows how important it is for that child to maintain
his or her eligibility for public benefits. Yet unfortunately, many families do
not realize what public benefits are available and what is provided by these public
benefits. Families need to understand the difference between Social Security Disability
Insurance and Supplemental Security Income. Families also need to understand the
difference between Medicare and Medicaid. It is also important to learn what the
eligibility requirements are for these public benefits. In addition, it is important
for families with special needs individuals to learn about Special Needs Trusts,
as these can be very useful tools for helping people with special needs maintain
the highest possible quality of life and preserve their eligibility for these
essential public benefits. In making these plans, there are traps for the unwary,
and these must be avoided. Speaker:
Richard L. Newman, Esquire
Contact Information: 267-288-5765 or e-mail:
rich@Newmanelderlaw.com
Fee:
Free
TEAMWORK:
How To Improve Morale and Improve Productivity in a Challenging Business Environment:
We are all on a team in one way or another. It can be family, business, sports,
church, or school. This program examines how each of us can be a contributing
member of any or all of the teams we are involved with to help meet the objectives
of that team. Speaker:
Gene Leffever
Contact Information: (215)-723-7985 or eMail: geneleffever@interpersonal-dynamics.com
Fee:
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