Events

Wednesday, August 8, 2018 – Legal Planning for Seniors

Please join us on Wednesday, August 8, for our FREE, informative presentation on the best ways to provide for your loved ones and face the future with confidence.

We will cover basic information and strategies to develop a plan for you to control your health and financial future.

  • Wills
  • Revocable Living Trusts
  • Durable Powers of Attorney
  • Health Care Powers of Attorney
  • Living Wills
  • Long Term Care Planning

Sign up for the 10am presentation on Wednesday, August 8, 2018 here >
Sign up for the 7pm presentation on Wednesday, August 8, 2018 here >


Wednesday, September 12, 2018 – Special Needs Planning

Please join us on Wednesday, September 12, for our FREE, informative presentation on the best ways to provide for your loved ones and face the future with special needs, face the future with confidence, and get the benefits you & your family deserve.

We will cover basic information and strategies to navigate the complex and emotional task of planning for your loved ones future.

  • Special Needs Trusts
  • ABLE accounts
  • Government Benefits / Medicaid

Sign up for the 10am presentation on Wednesday, September 12, 2018 here >
Sign up for the 7pm presentation on Wednesday, September 12, 2018 here >