Webinars

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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 Davis explained Qualified Charitable Distributions (QCDs) and the tax benefits they can provide; the impact of recent legislation on charitable giving today; and Donor Advised Funds (DAFs) as part of an overall giving strategy.