
November Monthly Meeting
Wed, Nov 09
|Zoom
"Advising Older Clients" focuses on financial advising for long-term care and the grey areas of working with clients with capacity issues.


Time & Location
Nov 09, 2022, 9:00 AM
Zoom
About the event
Joing us November 6th is Angela Odensky. Angel's passion is providing solutions to the problems all families encounter, namely how to protect their dreams in the face of difficult situations. She chose to open an estate planning practice to help people prepare for their future through proactive planning. When Angela first started her estate planning practice, She was thrown into the world of Medicaid planning when her father had a series of strokes that severely impaired his speech and mobility. Her mother was faced with the difficult situation of inability to care for him at home and challenge of long-term care facility expenses. As an estate planning attorney, this event motivated Angela to learn more about Medicaid planning. She realized a large population of people need help to both protect their families’ futures through estate planning and planning for potential long-term care through Medicaid.