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The Truth about Estate Planning
The Truth about Estate Planning
Join Renee Harvey as she discusses The Truth About Estate Planning. This workshop is a 2-3 hour educational presentation that will teach you about estate planning, incapacity or disability, estate […]
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Completing Your Asset Review Report
Completing Your Asset Review Report
Join Lise Solbeck as she takes you step by step to complete your Asset Review Report (ARR). Did you just receive your 3 year letter and need to update your […]
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Solo Seniors- How to Plan for Aging Without a Family Caregiver
Solo Seniors- How to Plan for Aging Without a Family Caregiver
Join attorney Renée Harvey, of Caldwell Law, for a discussion of the “elder orphan”. Research has found that approximately one quarter of Americans 65 years and above are aging alone without a spouse, adult children or relatives to rely on for assistance and company during senior years; the majority of them are women. Experts on […]