Planning for the Next Generation

This event is for C.A.R.E. members only. Time and location will be sent separately.   We will discuss what to consider when choosing a guardian for minor children, how best to protect inherited wealth for your children, and what documents should be considered for children reaching young adulthood.  

How to Pay for Long-Term Care

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.  

Health & Aging: Control Your Destiny

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.  

Special Needs Planning

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.