A zoom seminar with professionals in 3 fields essential to older adults

Dear Members,
I have been meaning to set this up for some time. I think this seminar will be amazingly helpful to all who attend. Not only are these speakers top professionals in their fields, but they are personal friends of mine. I have known them all for some time and trust them. Whether or not you choose to work with any of them beyond this seminar, I know they will give you great information. Each will talk about what they do and there will also be a chance for Q&A. Don't miss this opportunity!

Estate, Trust, and Probate Attorney
Jack P. Baron, Attorney at Law - Lum , Drasco & Positan
Mr. Baron counsels clients in the estate and gift tax laws pertaining to the transfer of assets, including gifts, sales, charitable giving, with the goal of maximizing available tax opportunities. He is experienced in the preparation of wills, trusts, advance medical directives and powers of attorney. Mr. Baron works closely with the firm’s litigation department in the handling of estate and trust litigation matters.

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Financial Advisor
Christoperher J. Gillan – Morris Retirement Advisors, A Private Wealth Advisory practice of Ameriprise Financial Services, Inc.
Mr. Gillan is a CRPC (Chartered Retirement Planning Counselor) and financial advisor. Navigating changing markets can be a challenge, but sound financial advice can help you better position your portfolio to potentially take advantage of opportunities and mitigate loss. He provides personalized financial advice based on one’s individual needs and goals.

Medical Bill Advocate
Adria Gross – MedWise Insurance Advocacy
Ms. Gross has been in the industry since 1990. She and her staff ensure that all medical insurance claims are processed and paid correctly. MedWise Insurance Advocacy delivers these financial solutions by providing patients and their families as well as attorneys with an experienced insurance liaison to sort through and resolve their mounds of medical bills, medical lien claims, insurance pre-authorizations, denied medical claims, medical letters of appeal, understanding explanation of benefits and advocate for patients or legal clients regarding any medical insurance issues that arise or require expert attention.
Pictures of the speakers appear in the "photos" section for this event.