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May 2020

WEBINAR – Crisis Planning for Long-Term Care

May 27, 2020 @ 12:00 PM - 1:00 PM

It is not uncommon to have a client who may be heading toward the nursing home sooner rather than later. When proactive planning such as long-term care insurance and divestment…

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WEBINAR – Charitable Legacies (with the American Cancer Society)

May 28, 2020 @ 12:00 PM - 1:00 PM
Webinar

Our own Attorney Noelle Augelli is partnering with Erica Borowski from the American Cancer Society for this special webinar on charitable giving. Learn how to incorporate charities into your estate…

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June 2020

WEBINAR – Planning for Pets

June 9, 2020 @ 11:00 AM - 12:00 PM
Webinar

Pets are beloved members of our families that often get overlooked in estate planning. They may not have college funds or retirement accounts that need to be managed, but the…

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WEBINAR – Planning for Pets

June 9, 2020 @ 6:00 PM - 7:00 PM
Webinar

Pets are beloved members of our families that often get overlooked in estate planning. They may not have college funds or retirement accounts that need to be managed, but the…

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WEBINAR – The Wilson Law Group Experience

June 10, 2020 @ 12:00 PM - 1:00 PM

In this webinar tailor-made for financial advisors, you will learn how partnering with Wilson Law Group can benefit you AND your clients. While this is not a CE-approved course, it…

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WEBINAR – Estate Planning & Long-Term Care

June 23, 2020 @ 11:00 AM - 12:00 PM
Webinar

Many people worry that the prohibitive cost of long-term care will decimate their savings and ruin their estate. However, with the proper planning, you may be able to take long-term…

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WEBINAR – Estate Planning & Long-Term Care

June 23, 2020 @ 6:00 PM - 7:00 PM
Webinar

Many people worry that the prohibitive cost of long-term care will decimate their savings and ruin their estate. However, with the proper planning, you may be able to take long-term…

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July 2020

WEBINAR – Women and Estate Planning

July 7, 2020 @ 11:00 AM - 12:00 PM
Webinar

Women, now more than ever, are achieving more, living longer, shattering ceilings, and breaking certain traditional roles, while simultaneously embracing others, (sometimes without support). While taking on the world, many…

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WEBINAR – Women and Estate Planning

July 7, 2020 @ 6:00 PM - 7:00 PM
Webinar

Women, now more than ever, are achieving more, living longer, shattering ceilings, and breaking certain traditional roles, while simultaneously embracing others (sometimes without support). While taking on the world, many…

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May 2021

The “Name on the Check” Rule with Dale Krause

May 12 @ 12:00 PM - 1:00 PM
Webinar

Join the President and CEO of Krause Financial Services, Dale Krause, J.D., LL.M., as he explores a unique Medicaid Compliant Annuity planning strategy: the “Name on the Check Rule.” This…

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