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.

SEATING IS LIMITED, YOU MUST REGISTER TO ATTEND


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



Other Client Events


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. Our goal is to help you plan ahead and communicate your wishes to your loved ones. This workshop can help you start that conversation.

SEATING IS LIMITED, YOU MUST REGISTER TO ATTEND

December 13, 2017 4:00 PM - 5:00 PM Register 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 11/08/17*