Are you interested in having us speak at your next public or private event? Please contact us for additional information and availability.
Please contact us for additional event information – more details to be posted soon.
10/20/18 – Estate Planning for Your Pet (Lansdowne Woods Wellness Expo)
6/27/18 – Top Ten Estate Planning Mistakes (private client event)
5/19/18 – Moving On: Separation and Divorce Workshop for Women (info)
4/21/18 – National Healthcare Decisions Day Workshop – part of Annual Healthcare Decisions Week (info)
4/19/18 – Highlights of the 2017 Tax Cuts and Jobs Act (private client event)
3/15/18 – Highlights of the 2017 Tax Cuts and Jobs Act (private client event)
3/6/18 – Top Five Planning Ideas Under the New Tax Law (Lunch and Learn for Advisors)
11/4/17 – Hidden Risks and Mistakes in Estate and Long-Term Care Planning (info)
10/19/17 – Joint Revocable Trusts in Common Law Property States
6/6/17 – Elder Care Planning and Protection Against Financial Abuse (info)
5/18/17 – Succession Planning (private event)
3/23/17 – What Pet Parents Should Know About Pet Trusts (info)
4/26/16 – Basics of Estate Planning (private event)
11/14/15 – Senior Scams: The $3 Billion Industry – and Growing!