Virtual Power Hour Series
From Medicare to Medicaid: How to Plan, Protect, and Prepare for the Future
Join us on February 11 for a special Power Hour Lunch featuring alumna and elder law attorney Tanya Hobson-Williams '89SJC and insurance advisor, Anne Oliveri Ricci. In this informative session, we will break down the differences between Medicare and Medicaid, share strategies to protect your assets, and help you understand how to plan for long-term care and your future needs.
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Giving with Purpose: A Wealth Advisor’s Guide to TAX SAVVY Charitable Planning in 2026
Charitable giving is about more than generosity—it’s about not making the IRS one of your charities; by knowing the various ways to give tax efficiently. In this advisor-led Power Hour Lunch webinar, we’ll walk through today’s most effective charitable giving methods and how they fit into a broader wealth strategy. From IRAs and QCDs to donor-advised funds and securities, you’ll gain clear insights into how strategic giving can align with your values, goals, and tax planning for 2026.
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