Free Speech in the Workplace Free Speech in the Workplace With Attorney Lisa Zastrow Friday, May 7, 2021 0 Lipson|Neilson Attorney Lisa Zastrow discusses the nuances of free speech in the workplace including cancel culture, conflicts of interest, grounds for termination, discrimination, and the art of... Read more
What is Long Term Care Medicaid? What is Long Term Care Medicaid? The largest payer of long term care Tuesday, May 4, 2021 0 Long term care Medicaid is the largest payer of long term care and is used as a payment source for long term care in a facility or at home. Lynn Socci, COTA/L, CMP, founder of Medi-Asset Protect,... Read more
Bankruptcy and the Elderly Bankruptcy and the Elderly With Michael Lieberman, Attorney and Partner at Lipson|Neilson Tuesday, May 4, 2021 0 Attorney Michael Lieberman of Lipson|Neilson, joins us to discuss bankruptcy and seniors. Michael explains the causes, risks, various forms of bankruptcy, when and when not to file, and the... Read more
Motherless Mother's Day: Lila's Good Health Report Motherless Mother's Day: Lila's Good Health Report Lila Lazarus presents 'The Motherless Plan for Mother's Day' Tuesday, May 4, 2021 0 Health Reporter Lila Lazarus shares her 'Motherless Plan for Mother's Day' Read more
Monday, June 16, 2025 / Categories: Featured, Financial, Retirement Crucial Financial Strategies As We Retire Rebecca Abel, CFP, CDFA Certified Financial Planner Rebecca Abel discusses financial issues that we should be thinking about as we are reaching retirement age. Her topics include finances, investment strategies, dealing with housing issues as well as tax planning and with long term care and health issues. Proper estate planning is also a critical component of this podcast - Rebecca offers a ton of sound advice! https://www.oakpointip.com/team/rebecca-abel Previous Article Moving Seniors with Planning and Compassion Next Article Mishaps and Negligence in Senior Living Facilities Print Tags: Rebecca Abel Financial Planning As We Retire Smart Senior Retirement Plans Oakpoint Investment Partners