Introduction to Financial Planning and Preserving Assets as We Age

Watch the Livestream on June 8, 2026 https://www.youtube.com/live/jsky9Zrz5_c Discover simple steps to manage money, protect assets, and plan for aging. Learn about saving, investing, retirement, and paying for long-term care while addressing healthcare costs and estate planning. Connect with financial experts and take small actions to secure your financial future. Presenter Steven Katz is the founder and managing attorney of Katz Elder Law, serving clients in New York and New Jersey. He focuses on estate planning, trust administration, and Medicaid strategies that protect family wealth and ensure a smooth transfer of assets to the next generation. Before practicing law, Steven spent over a decade as an entrepreneur, an experience that shaped his practical, problem-solving mindset and strong commitment to client-focused solutions.