Workshops and Seminars

Our currently scheduled Workshop is entitled:

 “THREE THREATS TO FAMILY SECURITY

AND

HOW ESTATE PLANNING CAN PREVENT THEM”

In this Workshop we will discuss:

  1. Losing control of your life, and access to your money, due to illness or incapacity.
  2. Losing control of who gets your money, and when, after you die.
  3. How you can unnecessarily lose your money to nursing homes, taxes, lawsuits and family.

And luckily we will also discuss:

  1. How to keep control of your life and money during illness or incapacity.
  2. How to control who gets your money and when, after you die.
  3. How to protect your money from nursing homes, taxes, lawsuits and family.

This workshop is scheduled every three weeks for Saturday morning from 10:15 to 11:45.  So you can get a good night’s sleep and still be free for lunch.

We will meet in the office conference room so reservations are required due to limited seating.