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April 2020

The Fastest Way to Fund Your Living Trust

April 22

This event is for C.A.R.E. members only. Time and location will be sent separately.   The key to avoiding the costly, public probate process is funding your trust. We provide funding support to help you quickly transfer titles of assets to your trust and to name beneficiaries.  

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May 2020

How to Pay for Long-Term Care

May 13

This event is for C.A.R.E. members only. Time and location will be sent separately.   Find out more about the different types of insurance and how you can ensure that you can pay for the ever-increasing cost of quality, long-term healthcare without bankrupting your estate.  

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June 2020

What Documents to Use in an Emergency

June 17

This event is for C.A.R.E. members only. Time and location will be sent separately.   In this session, we guide you through how and when to use your valuable estate planning documents so that you know exactly what to do in case of emergency or incapacity.  

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September 2020

Health & Aging: Control Your Destiny

September 16

This event is for C.A.R.E. members only. Time and location will be sent separately.   One of our most popular workshops! Our experienced panel provides insights and solutions for controlling how decisions will be made so that you can plan to age with dignity.  

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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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