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A special Presentation of the the SECURE Act

This event is for C.A.R.E. members only. Location will be sent separately. Learn about what the new law is and how it may affect your retirement and estate plans.

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.  

Easily Access Our Secure, Online Vault

This event is for C.A.R.E. members only. Time and location will be sent separately.   Gain peace of mind as we step you through how to upload your critical documents to the secure C.A.R.E online storage vault and set viewing permissions for your family members or trusted advisors.  

The Fastest Way to Fund Your Living Trust

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.  

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.  

What Documents to Use in an Emergency

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.  

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 […]