SPIRIT: Wills, Healthcare Decisions & Important Docs—Made Simple
presented by Brantley Boyett Brantley Boyett is the Co-founder and President of Giving Docs. Through our partnership with Giving Docs, you can create or update your will—for free—at your own pace....
SPIRIT: Retirement and Estate Planning in the New Political...
Introduction by Paul Kaplan, M.Ed., CFRE, Orthodox Union Associate Director of Institutional Advancement Presented by Jonathan Gudema, Esq., Principal, Planned Giving Advisors, LLC
SPIRIT: Strategies for Required Minimum Distributions
12/3/2024 SPIRIT: Strategies for Required Minimum Distributions Presented by David B. Winston, Executive Wealth Advisor of Winston Wealth Advisors.
SPIRIT: Estate Planning in 2025: What You Need to...
11/26/2024 SPIRIT: Estate Planning in 2025: What You Need to Know Presented by Joseph Klein, Esq., a founding partner of Korsinsky & Klein, LLP.
SPIRIT: Estate, Elder Care And Medicaid Planning With An...
Presented by Elizabeth Forspan, Esq.
SPIRIT: Leaving A Lasting Legacy From Intent To Impact
Presented by Rabbi Shalom Axelrod and Jonathan Gudema, Esq.
SPIRIT: Social Security Preparing For Retirement
Presented by David Winston & Andrew Gordon David Winston – david@winstonwealthadvisors.com
SPIRIT: Avoiding Estate Plan Family Feuds And Other Disasters
Presented by Jonathan Gudema, Esq
SPIRIT: Mortgage Issues for Baby Boomers
Presented by David Siegel, a residential loan originator with Citizens Bank
SPIRIT: Estate and Elder Care Planning in 2023 and...
With Elizabeth Forspan, Esq., of Forspan Klear LLP
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