Upcoming Events

Featured below are our upcoming events including Estate Planning Essentials Orientation for prospective new clients and Partners in Planning Continuing Education Programs for Financial and Insurance Professionals.

Educational Programs for our clients and their helpers are accessed via the Client Login page.

Orientation for Prospective Clients


Offered Monthly – Third Thursdays at Noon and 7 PM!

June & July 2024 will be the Second Thursday

Webinar Format

What You Can Expect

No-cost, no-obligation, online workshop in a small group setting on Zoom where you will learn valuable insights about how to make your estate plan effective and uniquely YOURS with attorney Edward S. Clay.

Attendees will be equipped with a list of questions that you should ask if you were interviewing an estate planning attorney.

In the one-hour session, you will learn:

  • How to protect your assets and provide peace of mind for you and your family
  • How to make it easier and less costly for your family after your death
  • How an effective estate plan can address mental disability before it is too late
  • How to ensure your property and wisdom are passed on the way you want
  • Why most estate plans simply do not work

The session link will be provided in the invitation, once your reservation is confirmed.

*Note:  This orientation is intended for Maryland residents.

Click & register!

Partners in Planning for Financial Professionals CE & Speaking Events


& Other Rotating Topics

Your Office, Zoom, or Family Legacy™ Learning Center

1300 York Road, Lutherville
Building A, Lower Level

Topic:  Join us for an hour to discuss the role financial professionals play in the estate planning process.

Rather than simply building a better mousetrap, we explore the ways that estate planning can adapt to changes that occur in a client’s personal world and the legal world.  Learn how the right professional relationships provide opportunities to strengthen your relationship with your clients and their families.

This program has approved credits:

1 CFP and 1 MD life/health.

Click the button below to register.