Selecting an Assisted Living Facility/Community w/ Elville



WHEN
Thursday, August 24, 2017 from 11:45 AM to 1:00 PM EDT
*Lunch will be provided 
WHERE
BWFA Offices
5950 Symphony Woods Rd.
Ste. 600
Columbia, MD 21044

 
CONNECT WITH BWFA
 

 
CONNECT WITH
ELVILLE & ASSOCIATES
 
  Limited Seats Left
Baltimore-Washington Financial Advisors with Elville and Associates invite you to this interactive workshop on,
“Selecting an Assisted Living Facility/Community.”
 
 
TOPICS TO INCLUDE:
  • Broad overview of assisted living options
  • Challenges associated with downsizing
  • Cost, amenities, financial stability and quality of care
  • Reputation, resident’s rights, estate planning considerations
  • Long-term care skilled nursing concerns
  • Estate planning considerations

 

Managing Director,
Wealth Management
BWFA
Sandy Hornor is an experienced financial professional with over 25 years in the industry. Sandy works with individuals, organizations and companies to define their long-term wealth management objectives; he assists with the implementation of solutions and techniques to meet their objectives. Sandy strives to ensure that each client’s goals are met or exceeded by delivering a custom tailored plan designed to address their unique circumstances. His oversight and guidance helps clients to comfortably navigate through this often complex process.

Steve Elville
Principal

Elville & Associates

Steve Elville works with individuals and families to provide a unique attorney-client experience and peace of mind solutions to the challenges they face with their special needs planning needs. Mr. Elville has extensive experience in working with clients involved in crisis situations. He also brings a unique and personalized approach to pre-crisis planning. Mr. Elville routinely handles client issues in the following areas: wills, trusts, estate tax planning, powers of attorney, living wills/advance medical directives, Medicaid asset protection trusts, Medicaid planning and qualification, estate administration, fiduciary representation, nursing home selection, guardianships, special needs planning for children and adults, Social Security Disability Income
(SSDI), Supplemental Security, Income (SSI), and IRS tax controversy.
We look forward to seeing you there!
BWFA
410-461-3900