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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

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