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June 2020
WEBINAR – Estate Planning & Long-Term Care
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…
Find out more »July 2020
WEBINAR – Women and Estate Planning
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…
Find out more »WEBINAR – Women and Estate Planning
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…
Find out more »September 2020
RWay 2020/2021 Annual Educational Symposiums – Symposium 1 (ONLINE ONLY)
Click here to see full seminar flyer Please see all our courses for Symposium 1 below. These courses will be posted online and will continue to be available after September…
Find out more »RWay Symposium 1 2020 – Trustee Training: The Trust Process (ONLINE ONLY)
This program will provide attendees with an understanding of estate planning concepts, why a trust is useful in comprehensive planning and an introduction to the trust administration process. Attendance is…
Find out more »RWay Symposium 1 2020 – Using Trusts To Protect Your Assets From Long-Term Care Costs (ONLINE ONLY)
The cost of long-term care is very high and increases every year, which leads to many people exhausting their entire life savings paying for it. Using an Irrevocable Trust may…
Find out more »RWay Symposium 1 2020 – Trustee Training: Administration Process (ONLINE ONLY)
The Trust Administration workshop provides Trustees with a detailed description of the decisions to be made and the tasks to be completed following the death of a Trustmaker. These include…
Find out more »RWay Symposium 1 2020 – Beyond Your Legal Documents (ONLINE ONLY)
After you sign your trust documents and even after you have done your “homework,” there are many things you can do to make sure your planning works as smoothly as…
Find out more »RWay Symposium 1 2020 – Funding Your Trust (ONLINE ONLY)
Funding is a critical function of maintaining your trust. Even though your current assets are coordinated with your trust, it is your responsibility to make sure that all assets acquired…
Find out more »RWay Symposium 1 2020 – Focus on Health & Wellness (ONLINE ONLY)
Presented by Eric Foxman Wellness is more than avoiding sickness and injury. It is a process of self-awareness, conscious change, and making thoughtful decisions to improve oneself. This course will…
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