Webinars

May 20, 2026 | 12:00 PM

Connectedly’s Director of Programs, Lori Latimer, MSW, LCSW will present “Responses to Loss and How to Cope: Grief, Loss, and Acceptance”. Lori is a licensed clinical social worker who has experience working with older adults in supportive housing, hospital settings, and adult day health. She specializes in trauma-informed care and leads her social work practice with empathy. This webinar will provide resources and strategies for managing grief and loss.

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April 23, 2026 | Connectedly and Chari Alson, CELA of Anderson Elder Law presented “What’s Changing with Medicare & Medicaid? What Families Need to Know Now.” Recent discussions around policy and funding have left many families with questions about what it all means. Certified Elder Law Attorney Chari Alson provided a clear, practical overview of what’s changing, how it may impact families across different income levels, and steps you can take now to plan ahead with confidence.

October 15, 2025 | Connectedly and Chase M. Davis, CFP®, CPWA®, ChFC® from Merrill Lynch presented a webinar on using Required Minimum Distributions (RMDs) to support charitable giving in a tax-efficient manner. Chase explained Qualified Charitable Distributions (QCDs) and the tax benefits they can provide, the impact of recent legislation on charitable giving, and Donor Advised Funds (DAFs) as part of an overall giving strategy.