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October 2020

Special Needs Planning

October 14

This event is for C.A.R.E. members only. Time and location will be sent separately.   Understand planning options and the latest planning strategies so that you can better support your beneficiaries with special needs - without disqualifying them from receiving other benefits.  

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November 2020

Preventing Family Feuds: Successor Trustee Workshop

November 18

This event is for C.A.R.E. members only. Time and location will be sent separately.   Bring your successor trustees to this session where we outline duties and responsibilities. We lead and facilitate the conversation to identify potential problems and prevent conflicts.  

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