Events

Join us for our next event!

Grandparents and Estate Planning
14
NOV
Virtual
Long-Term Care Planning Uncorked: Pouring into the Next Chapter

In recognition of Caregivers Month, we’re bringing together experts to help you make informed decisions about long-term care for yourself or your loved ones. This is a special event designed to empower you with the tools and knowledge to protect your assets and your family’s future—without fear or confusion.

Zoom
November 14, 2024
6:00 PM- 8:00 PM
brothers, love, siblings-7635495.jpg
12
DEC
In-Person
3rd Annual Pajama Party

Join us for our 3rd Annual Pajama Party in support of Comfort Cases. 

Norbeck Country Club
December 12, 2024
5:00 PM- 8:00 PM

Speaking Engagements

Have Lindsay or Megan speak at your local business or your next group event.  Choose the topic that works best for you or we can create something special just for your group. 

Guardian Nominations

Estate Planning Essentials

Asset Protection Planning

Special Needs Planning