Written by Alex Seleznev, MBA, CFP®, CFA | March 12, 2025
Last month, I was invited by a longtime professional acquaintance to discuss some of the most relevant topics of interest for the members and friends of Chevy Chase At Home. Thank you, Susan P., for inviting me!
For those of you who are less familiar, Chevy Chase At Home is a nonprofit organization that supports older adults with practical services and social connections, helping them live independently and stay engaged in the community.
We covered a wide variety of important issues, ranging from estate planning considerations and top mistakes to tax-efficient gift ideas, transitioning to a retirement community, and creating a fortress financial plan in retirement.
We had so many questions submitted to us before and during the seminar - what an incredibly engaged community!
The first part of the seminar is dedicated to estate planning and tax-efficient gifting strategies.
We will release Part 2 of the seminar, which focuses on the transition to retirement communities and the creation of a fortress retirement plan, in a future newsletter. Stay tuned!
