UPCOMING EVENTS

Featured below are the 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.

Upcoming Orientation for Prospective Clients

EMPOWERED ESTATE PLANNING

Online Estate Planning Workshop Live On Zoom! Details Below:

DATE & TIME: Wednesday, November 8 | 12PM – 1PM EDT

LOCATION: Zoom | Link will be provided after registration.

*Note: This is a no-cost, no-obligation workshop for Maryland residents only.

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

IF YOU ARE UNABLE TO ATTEND OUR UPCOMING WORKSHOP, CLICK ON THE BUTTON BELOW TO BE NOTIFIED FOR THE NEXT ONE

Upcoming Partners in Planning CE Event

THE TRUTH ABOUT ESTATE PLANNING

Online Continuing Education Program Live On Zoom! Details Below:

DATE & TIME: Tuesday, November 28 at 12:00 PM on Zoom

LOCATION: Zoom | Link will be provided after registration.

Join us for an hour to discuss the role financial professionals play in the estate planning process and gain a basic understanding of the Medicaid program in Maryland with a focus on elderly persons entering a nursing home.

Our next Partners in Planning – Truth About Medicaid workshop will be held on Zoom on Tuesday, November 14 at 10:30 AM!
Join us for an hour to gain a basic understanding of the Medicaid program in Maryland with a focus on elderly persons entering a nursing home.
This session will address the current situation, what the costs are involved,  how the fees are paid, and the keys to an effective plan.
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.

IF YOU ARE UNABLE TO ATTEND OUR UPCOMING CE EVENT, CLICK ON THE BUTTON BELOW TO BE NOTIFIED FOR THE NEXT ONE