Client Events



We offer the following events for C.A.R.e. Plan clients only.

Please see our Public Events tab for workshops designed for the public.
Please see our Advisor Events tab for workshops designed for professional advisors.

Thank you!



Successor Trustee Training Workshops

Our clients enrolled in our C.A.R.e. Plan are welcome to attend these programs and invite those persons named as successors or beneficiaries to attend as well.

These are group programs to cover the basics of trust planning and what a successor trustee needs to know when a trustmaker dies or becomes disabled.

September 16, 2017 9:00 am - 11:30 am (new date!) Register Here!

October 11, 2017 2:00 pm - 3:30 pm Register Here!

November 11, 2017 12:30 pm - 2:00 pm Register Here!

December 13, 2017 2:00 pm - 3:30 pm Register Here!



Other Client Events


Advance Care Planning

Join us and Lutheran Family Services to learn about Advance Care Planning, the process of planning for the "what-ifs" that may occur across the lifespan. Natalie DeVille, LCSW, C-ASWCM, an Aging Life Care Manager, will help clarify the steps in advance care planning including assessing your values, understanding how to choose the right medical durable power of attorney, and talking with your loved ones about your wishes. In addition, she will have you consider topics such as organ donation and other after-death planning.

October 11, 2017 12:30 PM -1:30 PM Register Here!


Planning Ahead Workshop

Join us to learn more about your after death options for funeral, burial and cremation. We will discuss the difference between pre-planning and pre-paying. Handouts will be provided to help you plan ahead and communicate your wishes to your loved ones. This workshop can help you start that conversation.

October 11, 2017 4:00 PM - 5:00 PM Register Here!


What to Do When Someone Dies

In this workshop, we will review what a comprehensive estate plan looks like and why you need one. We will discuss the differences between a Will and a Trust and how they can protect what you care about most. We will also go over Financial Powers of Attorney, and health care documents such as Living Wills, HIPAA and Health Care Power of Attorney.

November 11, 2017 10:00 AM - 11:00 AM Register Here!


Annual Client Appreciation Picnic

This year we will be at the Oak Park Gazebo. So that we can bring the right amount of food, please RSVP with the number of people you hope to bring no later than September 7, 2017. This picnic is open to our C.A.R.e. Plan Clients, Advisors, and their families.

September 9, 2017 1:00 PM - 3:00 PM RSVP Here!


Holiday Open House

Join us this December in our office to celebrate the holiday season! We will have a wonderful spread of seasonal goodies and drinks. We are also going to have the Holiday Gift Drive! Keep a look out for more details about what our families need as the event gets closer. This event is only open to our C.A.R.e. Plan Clients, Advisors, and their families.

December 9, 2017 9:30 AM - 11:30 AM RSVP Here!


*Updated 08/18/17*