Trust Talk Tuesday – July 9, 2024 (via ZOOM)

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

Trust Talk Tuesday – July 23, 2024

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

Trust Talk Tuesday – August 6, 2024

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

Trust Talk Tuesday – September 17, 2024

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

Trust Talk Tuesday – October 1, 2024

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

Trust Talk Tuesday – October 15, 2024

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

Trust Talk Tuesday – October 29, 2024

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

Trust Talk Tuesday

via ZOOM

These small group discussions will focus on Special Needs Trusts and futures planning. We will walk you through the importance of planning for the future of your loved one with a disability, why trusts are important, and other critical services and programs and benefits that you should consider. Questions pertaining to general disability issues in […]

Preparing the Next Generation to Care for Your Loved One

via ZOOM

Presenter: Cortney Heykoop Description: The greatest fear is what will happen to our child once we are gone.  In this presentation Nationally renowned speaker, Cortney Heykoop, will walk parents through areas in which the next generation of caregivers need support and education. She will provide baseline knowledge surrounding each topic and suggest the best ways to […]

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 […]