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• Welcome to Your Next Chapter: Building a Virtual Retirement Community

  • When
    Thursday, July 24, 2025
  •  
    4:00 PM - 5:30 PM
  • Location
    Virtual

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  Welcome to Your Next Chapter: Building a Virtual Retirement Community
  

  Join us for an interactive session designed to spark connection, creativity, and collaboration as we imagine what’s next—together. Whether you're newly retired or planning ahead, this is your space to meet others, share ideas, and help shape a vibrant virtual community rooted in purpose, connection, and possibility. Let’s co-create a future where retirement means new beginnings, meaningful engagement, and lifelong belonging.

  
  

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• Trip Preview: New York City at a Slower Pace: The Best of the Big Apple

  • When
    Monday, September 08, 2025
  •  
    2:00 PM - 3:00 PM
  • Location
    Virtual

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  Trip Preview: New York City at a Slower Pace: The Best of the Big Apple: August 2-7, 2026

  Discover the best of the "big apple" as you explore the city at your own pace. Walk in the footsteps of millions of migrants at Liberty and Ellis Islands, and learn their stories at the Immigration Museum. While visiting Rockefeller Center, stop at St. Patrick's Cathedral, a symbol of the successful assimilation of New York's Irish population, on fashionable Fifth Avenue. Taste the diverse flavors of this city as you dine like a New Yorker! See the city through the eyes of art, architecture and history experts as they lead you through New York's iconic sights.

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• Part I: Introduction to Estate Planning: The Five Essential Documents

  • When
    Tuesday, September 30, 2025
  •  
    1:00 PM - 2:30 PM
  • Location
    Virtual

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  Part I: Introduction to Estate Planning: The Five Essential Documents

  This course will explain the five essential documents used in estate planning, including their purposes and the choices they involve. These include, more or less in order of importance: Durable Power of Attorney, Health Care Proxy, Will, Revocable Trust, and Medical Directive

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• Trip Preview: Cuba Today: Havana, Cienfuegos, Trinidad

  • When
    Monday, October 06, 2025
  •  
    2:00 PM - 3:00 PM
  • Location
    Virtual

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  Cuba Today: Havana, Cienfuegos, Trinidad  from Oct. 31-Nov. 7, 2026

  Welcome to Cuba: A mosaic of colorful buildings and diverse locals that comes together to form a country rich in history, culture and art. On a special journey that begins and ends in Havana, support entrepreneurs, musicians, artists, religious institutions and business leaders while learning about their lives. Alongside Cuban hosts, learn about U.S.-Cuba relations as you explore the vibrant cities that make this country so unique. Immerse yourself in colonial architecture, Art Deco buildings, classic cars and lively music while learning how a country shaped by so many outside influences could create such a strong sense of community.

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• Part II: Trusts: The Swiss Army Knife of Estate Planning

  • When
    Tuesday, October 14, 2025
  •  
    1:00 PM - 2:30 PM
  • Location
    Virtual

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  Part II: Trusts: The Swiss Army Knife of Estate Planning

  This course will teach the basics of trusts, including the essential elements of every trust and their many uses, including probate avoidance, tax reduction, planning for incapacity, and asset protection. It will explain the role of trustees and the rights of beneficiaries and the difference between revocable and irrevocable trusts.

  
  

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• Part III: Long-Term Care and Tax Planning

  • When
    Tuesday, October 28, 2025
  •  
    1:00 PM - 2:30 PM
  • Location
    Virtual

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  Part III: Long-Term Care and Tax Planning 

  Everyone is at risk of needing long-term care and if the need arises it can upset the otherwise well planned retirement. We will explain the difference between Medicare and Medicaid and what they cover as well as the basic eligibility rules for Medicaid and Medicaid planning. It will also review some of the prior course material on planning for incapacity. The tax section of the class will provide an introduction to both estate taxation and estate tax planning (relevant to few taxpayers today) and the ins and outs of the tax on capital gain, especially the step-up in basis. 

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