PREVIOUS EVENTS
HOW TO BUY A CAR OR TRUCK FOR A FAIR PRICE (WHILE AVOIDING DEALER TRAPS AND TRICKS)
a BTV-sponsored online Zoom presentation
Sunday, April 30, 2023
Mark Steinbach, a retired attorney (and current member of the Burning Tree Village board of directors) who represented literally hundreds of consumers who were deceived or defrauded by Maryland car dealers during his career, offered participants practical advice to avoid getting scammed and negotiate a good deal on their next auto purchase.
10 WARNING SIGNS OF ALZHEIMER'S AND DEMENTIA
a BTV-sponsored online Zoom presentation
Sunday, February 26, 2023
A community educator with the Alzheimer's Association offered information on Alzheimer's and other cognitive issues, covering common warning signs, the benefits of early detection/diagnosis, and community resources. Visit alz.org/CRF to explore additional educational programs online and in our area.
KAZAKHSTAN AND ITS CENTRAL ROLE IN EURASIAN HISTORY
an online Zoom presentation sponsored by the Cohasset Home and Garden Club and supported by BTV
Tuesday, January 10, 2023
Raju Kocharekar, a World Bank retiree and blogger who has traveled the world and studied many cultures, explored the fascinating and inspiring story of Kazakhstan, a historically and geographically important nation on the Silk Road at the center of Eurasia.
SCOUTING AGAINST GLOBAL HUNGER DONATION DRIVE
in partnership with Arun Acharya, a Whitman High School student who created the drive as his Eagle Scout project
November 19-December 3, 2022
Burning Tree Village neighbors collected and donated non-perishable food, small appliances, clothing, and furniture for refugees coming to the United States from Central America, Afghanistan, and Myanmar.
HOLIDAY MARKET
Sunday, November 6, 2022
Our first-ever holiday market brought 41 local makers and artisans to the Burning Tree Elementary roundabout to offer tasty treats, crafts, and other wares to a crowd of enthusiastic neighbors.
FINANCIAL DECISIONS
a BTV-sponsored online Zoom presentation
Sunday, October 2, 2022
Barbara Mulitz, an attorney with expertise in senior financial issues and a vice president with Sandy Spring Trust, led a discussion about retirement income sources, including annuities, bond ladders, social security, IRAs, and total return withdrawals.
Click the links here to access materials from the seminar, a follow-up to Mulitz's 2021 presentation:
Financial Fitness: Income Sources PowerPoint
Wine and Cheese Meet, Greet and Book Signing
"Unthinkable: Trauma, Truth, and the Trials of American Democracy" with Representative Jamie Raskin
Wednesday May 25, 2022, 5:30pm
This event was very well-attended by many Burning Tree residents who enjoyed an interesting discussion followed by a chance to speak with Congressman Raskin.
MEDICARE: Who, What, When, and How
a BTV-sponsored online Zoom presentation
Thursday, February 17, 2022
Guest Speaker Rafael Espinoza, Director of Montgomery County State Health Insurance Assistance Program (SHIP) returned for a presentation in which he discussed what Medicare covers, how enrollment periods work, eligibility, costs, and additional coverage options, and about the services that the SHIP offers to Montgomery County residents and the Medicare savings programs available to those with limited income and resources.
The Montgomery County State Health Insurance Assistance Program (SHIP) is a federal, state and county funded program that provides free, unbiased Medicare counseling and information to new and current Medicare enrollees, their families, and caregivers.
KEEPING SENIORS SAFE: Scams, Fraud and Financial Exploitation
a BTV-sponsored online Zoom presentation
Sunday, January 9, 2022
KSS is a program developed by the Montgomery County Police Department (MCPD), Volunteer Services Section, to increase awareness of safety issues within the senior community and provide guidance and resources regarding these issues. Since COVID-19 began, seniors have become more vulnerable to financial abuse. This seminar focused on teaching participants how to avoid becoming victims of scams and fraud from phone calls, door-to door solicitations, the internet, snail mail, email, etc.
Speaker Sally Pessin is a member of the MCPD Keeping Seniors Safe Team and has been a volunteer with KSS since 2018. She is a non-practicing Maryland-licensed attorney and has her own business as a fee-only fiduciary, retirement and financial planner for women. Click here for the presentation notes.
MEDICARE OPEN ENROLLMENT
a BTV-sponsored online Zoom presentation
Tuesday, November 9, 2021
Medicare Part C and D plans change every year. Premiums change, medications are dropped or added. How do you know that your plan is giving you the best value? Each year from October 15-December 7, you can join, switch, or drop a Medicare Part C or D plan. In this 1-hour presentation, participants learned about Open Enrollment, how to compare plans, and what you need to be aware. The Guest Speaker was Rafael Espinoza, Director of Montgomery County SHIP (State Health Insurance Assistance Program), a federally and county funded program that provides free, unbiased Medicare counseling and information to new and current Medicare enrollees, their families, and caregivers.
UNRESOLVED FINANCIAL DECISIONS
a BTV-sponsored online Zoom presentation
Sunday, September 26, 2021
This presentation addressed the topic of organizing important details and documents your family needs now and later. Speaker Barbara Mulitz, VP and Senior Trust Officer, Sandy Spring Trust, is an attorney with extensive experience in elder law, especially in senior financial issues. She served on the Montgomery County Commission on Aging where she worked on public policy and communications.
Click the links here to access materials from the seminar:
Checklist of important documents