Planning for the Years Ahead

About the Series

Planning for the Years Ahead

A free four-part educational series designed to help you confidently prepare for the future through expert guidance on legal, financial, and long-term care planning. Join local professionals for an informative series covering the essential topics every individual and family should understand when preparing for the years ahead.

Attend one session or all four. Each workshop provides practical information, answers common questions, and helps you make informed decisions for yourself and your loved ones.

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Workshop Schedule

Session 1

Getting Started — Overview & Resources

Date: September 23, 2026
Time: 4:00 p.m.
Location: Bethlehem Donor Center

Featured Topics:

  • Legal Planning Essentials
  • Financial Planning for the Future
  • Living & Care as You Age

Session 2

Legal Planning Deep Dive

Date: November 18, 2026
Time: 4:00 p.m.
Presenter: Dolores Laputka, Attorney, Norris McLaughlin

Topics Include:

  • Estate planning strategies
  • Planning for incapacity versus end-of-life
  • Asset protection considerations
  • Common legal questions and real-life scenarios


Optional Blood Center Tour Following Program

Session 3

Financial Planning Deep Dive

Date: March 10, 2027
Time: 4:00 p.m.
Presenters:

  1. Tyler J. Papaz, President, Cornerstone Independent Asset Management
  2. Dianne Pagano Manges, CFA, Director of Institutional Solutions, Cornerstone Independent Asset Management


Topics Include:

  • Building assets for retirement
  • Retirement income planning
  • Managing investments as you age
  • Long-term care funding options
  • Life insurance considerations


Optional Blood Center Tour Following Program

Session 4

Care & Living Options Deep Dive

Date: May 19, 2027
Time: 4:00 p.m.
Presenter: Mary Ann Pickell, CSA, Certified Senior Advisor and Owner, CarePatrol of the Lehigh Valley and Upper Bucks

Topics Include:

  • When to consider changing living arrangements
  • Understanding available care settings
  • Supporting aging loved ones
  • Recognizing signs that additional care may be needed
  • Making informed decisions before a crisis occurs


Optional Blood Center Tour Following Program

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