by your side every step of the way

Seminars & Events


Do you have questions about estate planning, life care planning, long-term care, or special needs planning? We know that these are complicated topics! When you attend one of our subject-specific events you can feel confident that we will pull back the veil, take out some of the mystery, and help you know what next steps you need to take.

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Latest Past Events

Self-Neglect as Elder Abuse

Virtual Event

Join us to learn more about the important topic of elder abuse. How can you protect those who are vulnerable? This virtual event is appropriate for both individuals and professionals. Read more...

Your Digital Legacy

Virtual Event

Presented by Chari Alson This event is eligible for a Continuing Education Credit. Learn what happens to digital assets after death, how to prepare your important documents in a digital Read more...

Free