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Educational & Engaging

Who would have thought Financial Seminars could be both? No chicken dinners or sales pitches.

We love the personal power and peace that comes with understanding how your finances support your life!

We present complex topics reduced to plain English with simple illustrations.

We offer a variety of seminars throughout the year. This page will be updated regularly. Stay tuned. 


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

April 2, 2020

6:00p - 7:30p

Emerson Elementary

Special Needs Planning - Guardianship

In most states the law presumes that individuals over the age of 18 are able to make their own decisions about what is best for them in their daily lives. Each family is unique, and some families may feel it is necessary to apply for guardianship or limited guardianship to protect the personal and financial decisions for their loved one with special needs. In this workshop we will review the different types of guardianship and some alternatives to guardianship, such as powers of attorney.

March 5, 2020

6:00p - 7:30p

Emerson Elementary

Special Needs Trusts

This workshop will provide an overview of different types of trusts, important considerations in naming a Trustee, funding options, and how to get started in creating a properly drafted special needs trust.

February 6, 2020

6:00p - 7:30p

Emerson Elementary

Special Needs Planning

Many families with children living with a disability, don’t know what will happen when they are no longer there to care for their child. This workshop will discuss the parts of financial planning for a dependent living with special needs including life care planning, special needs trusts, letters of intent and guardianship

Event Registration

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