Presentation Slides for Providence Retired Teachers Association
On October 24th, I was pleased to present to a meeting of the Providence Retired Teachers Association (PRTA), a program entitled Estate and Medicaid Planning. As promised, posted below are the slides from the presentation.
This presentation was the sixth time—the first being in 2003–that I have been privileged to present to the PRTA. As a proud and grateful graduate of the Warwick public schools, I am glad make whatever contribution I can to retired public school teachers.
It was great to see many familiar faces, as well to meet new members. One member missed by all, of course, was the PRTA’s long-time former President, Anthony Mancini. I was pleased hear of the efforts to develop a scholarship fund in Anthony’s name. When asked to what organization I would like a contribution in my name to made by the PRTA, the answer was easy—the Anthony Mancini Scholarship Fund! Once the requisite documentation from the IRS is received by the PRTA, I and many others look forward to making direct contributions in honor of a man who did so much for the PRTA.
If you have specific questions, or wish to consult with me about your individual circumstances, please contact me. Again, it was a pleasure to be with you again.
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