Latest Past Events

Financial Fitness Friday: Wills and Trusts and Powers of Attorney, oh my!

via ZOOM

Presenter: Claire Kelly Description: Let's follow the yellow brick road and pull back the curtain on what these instruments do, and whether you actually need all of them. Did you know that not everyone needs a revocable trust as part of their estate planning? This entertaining session will clarify the roles of different estate planning […]

Special Needs Trust — February 18

It is important to ensure that your child is financially secure when you are no longer around to provide help. In this presentation, learn about the roles of Special Needs Trusts in safeguarding government benefits while ensuring your (adult) child’s personal needs and aspirations continue to be met in the future. Now on the third […]

Special Needs Trusts – December 17, 2021

It is important to ensure that your child with disabilities is financially secure when you are no longer around to provide help. In this presentation, learn about the roles of Special Needs Trusts in safeguarding government benefits while ensuring your (adult) child’s personal needs and aspirations continue to be met in the future. Your Speaker: […]