Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
April 20, 2023
12:00p - 1:00p
Microsoft Teams Webinar
Protecting the Caregiver's Estate
How to protect the caregiver's estate in case of a healthcare event so there's something left for their loved one when they're gone CRN-5410644-011223
April 13, 2023
12:00p - 1:00p
Microsoft Teams
Creating the Estate with Life Insurance
We will take a look at the role life insurance can play in creating an estate for your child; comparing permanent vs term as well as other options. CRN-5410752-011223
March 23, 2023
12:00p - 1:00p
Microsoft Teams Webinar
Growing Assets on Top of Market Growth to Provide for a Special Needs Heir
Discover how an annuity with a special death benefit rider can potentially pay more than the contract value upon your death so there is more available to fund a Special Needs Trust. CRN-5423909-012023
March 16, 2023
12:00p - 1:00p
Microsoft Teams
Lifetime Income That Covers Mom, Dad and Kids
Learn how to get predictable and continuous income for you in retirement that can carry over to the next generation, including a special needs trust. CRN-5438170-013023
March 9, 2023
12:00p - 1:00p
Microsoft Teams
529ABLE
What is it? Why do you want one? How do you get one? CRN#3470304-022621
February 22, 2023
12:00p - 1:00p
Microsoft Teams
Special Needs Planning Deep Dive
How to best leave/inherit money and tips on determining the amount to leave to your loved one. CRN#5338159-120722
February 21, 2023
6:00p - 7:00p
Microsoft Teams Webinar
Special Needs Planning Deep Dive
How to best leave/inherit money and tips on determining the amount to leave to your loved one. CRN#5338159-120722
February 8, 2023
12:00p - 1:00p
Microsoft Teams
Special Needs Planning Essentials
An overview of the importance of special needs planning including the four focus areas how to maximize available benefits, understanding the necessary legal structures, and building your team. CRN#5081514-110322
February 7, 2023
6:00p - 7:00p
Microsoft Teams Webinar
Special Needs Planning Essentials
An overview of the importance of special needs planning including the four focus areas how to maximize available benefits, understanding the necessary legal structures, and building your team. CRN #5081514-110322