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Each of our client education events has a limited amount of time to cover a significant amount of information.  We put together a full day education program that covers all the topics we would like to share, but never seem to have enough time to cover in our regular programs.  We are offering two Education Days for clients, their helpers, family members and advisors.  A continental breakfast and lunch will be provided.  A casual wine and cheese social hour will follow at the end of the program in our new offices.

Program Agenda

9am - 9:30am
Continental Breakfast & Welcome

9:30am - 10:30am
Ten Important Planning Actions to Do Now

10:30am - 10:45am

10:45am - Noon
What to Do When a Loved One is Disabled

Noon - 1pm



1pm - 1:30pm
After a Disability

“Physical Therapy, Home Health Aids, Maintaining Independence”


1:30pm - 2pm

Being a Caregiver

“Dangers to Avoid, Strategies to Maintain Life Balance, When and Where to Ask for Help”


2pm - 2:45pm

What to Do When a Loved One Dies

2:45pm - 3pm


3pm - 3:30pm

Changing Family Dynamics After the Death of a Loved One

“What to Expect, Strategies to Strengthen Family Relationships”


3:30pm - 4pm

Dealing with Special Stuff

“Who Gets It, Who Wants It, How it’s Distributed, Strategies to Avoid Conflicts”


4pm - 5pm

Mechanics of the Inherited Trust, Trust Protections, and the Beneficiary Maintenance Program


5pm - 6pm

Wine & Cheese Social Hour Reception

Program Dates:

  • Tuesday, June 21, 2022

  • Monday, August 22, 2022

  • Monday, October 24, 2022


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