at: Waterstone of Westchester
150 Bloomingdale Road
White Plains, NY 10605
*Light Refreshments will be served and take a tour of the Waterstone of Westchester.
The presenter is Joseph L. Soricelli
at Aging Issues Management
Joseph L. Soricelli “Joe” is an independent consultant who has successfully helped his clients, friends and family improve their life through better planning for their finances, health care and real estate concerns. His expertise in helping them understand and plan for all Four Stages of Retirement has helped them live more comfortably with less stress.
Joe has over 30 years planning experience. Joe has been a Registered Representative and Investment Advisor since 1985 experiencing all market conditions, which has provided a broad wealth of knowledge and experience for his clients to benefit. Joe is AIFA certified. He is a Senior Real Estate Specialist and he is a Certified Medicaid Planner. Plus, as Joe and his clients have aged, and new issues and situations come up, Joe has continually educated himself to meet and manage the needs of his clients today for tomorrow.
Our Mission At Aging Issues Management Is To Help Individuals And Families Plan Better To Live Better
The presenter is Glenn Shapiro at
101 Mobility
Glenn Shapiro at 101 Mobility offers Customized Solutions to Meet Your Unique Needs.
Mobility limitations can lead to difficulties living at home. Whether you are a senior who is finding certain daily tasks challenging or someone with an injury, disability, or illness, there are quite a few solutions available to you. At 101 Mobility of White Plains, we sell and install a wide variety of accessibility products that will help improve your quality of life. Whether you are seeking something to help you navigate your staircase or a business owner that needs to make your property more accessible to customers with wheelchairs and walkers, our Mobility Consultants will work closely with you to fully understand your needs and recommend the perfect solution.
The presenter is Waterstone of Westchester
Waterstone of Westchester is independent senior living unlike any other in the area. Located in the heart of White Plains’ shopping district, you can enjoy a sophisticated, walkable setting with everything you need at your fingertips – from shopping and dining to entertainment. Here, life is however you want it to be, and we’re dedicated to giving you the means to do so. Enjoy staying fit in our wellness center with an indoor pool, catch a film in our movie theater or get crafty in our maker space. You’ll have easy access to everything you need to stay vibrant, connected and active while enjoying the lifestyle you desire.
The presenter is Joe Greene at
The Seniors Real Estate Specialist® (SRES®)
Help your senior clients take the next big step.
Joe Greene at Signature Properties for The Seniors Real Estate Specialist® (SRES®) designation gives you the knowledge and expertise to guide homebuyers and sellers over the age of 50 through major financial and lifestyle transitions. Start gaining the resources that will help you better serve seniors.
Since 2007, Seniors Real Estate Specialist® (SRES®) designees have been helping maturing Americans with their needs. As a part of the National Association of REALTORS® family of designations, the SRES® designation is conferred to REALTORS® who complete in-depth training in a wide variety of topics related to homebuyers and sellers over the age of 50.
The presenter is Joseph L. Soricelli
at Aging Issues Management
Joseph L. Soricelli “Joe” is an independent consultant who has successfully helped his clients, friends and family improve their life through better planning for their finances, health care and real estate concerns. His expertise in helping them understand and plan for all Four Stages of Retirement has helped them live more comfortably with less stress.
Joe has over 30 years planning experience. Joe has been a Registered Representative and Investment Advisor since 1985 experiencing all market conditions, which has provided a broad wealth of knowledge and experience for his clients to benefit. Joe is AIFA certified. He is a Senior Real Estate Specialist and he is a Certified Medicaid Planner. Plus, as Joe and his clients have aged, and new issues and situations come up, Joe has continually educated himself to meet and manage the needs of his clients today for tomorrow.
Our Mission At Aging Issues Management Is To Help Individuals And Families Plan Better To Live Better
The presenter is Brian L. Miller, Esq.
at Littman Krooks, LLP
Brian L. Miller, Esq., CELA® is a Certified Elder Law Attorney, certified by the National Elder Law Foundation for Littman Krooks, LLP. He assists clients with various aspects of Elder Law, Estate Planning, Estate Administration, Medicaid Planning & Applications, Special Needs Planning, Trust Administration and Guardianships.
Brian is a member of the Elder Law and Special Needs Section and Trusts and Estates Law Section of the New York State Bar Association, and the Elder Law and Special Needs Planning Committee of the Westchester County Bar Association. He is actively involved in the New York State Bar Association Elder Law and Special Needs Section Medicaid Committee as well as the Westchester County Senior Law Day Committee. He is a frequent lecturer at professional organizations and community groups regarding various topics related to Estate Planning, Medicaid Planning and Elder Law in general.
He received his Juris Doctor of Law degree, cum laude, from Pace University School of Law, and his Bachelor of Arts degree, from Syracuse University.
768 North Broadway,
White Plains, NY 10603
Disclosures:
Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group is a separate entity from Aging Issues Management.
The investment advisor representatives of Private Advisor Group offer investment advice in every state, the District of Columbia, Puerto Rico and the US Virgin Islands.
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