Lifeplan™ Luncheons
Green Burial Luncheon
Online , United StatesJoin us as Lee Webster presents on Eco-friendly and Affordable Funerals, Burials and Everything In Between. We look forward to having you join us! IMPORTANT NOTICE: Until further notice, this will be held as a webinar.
Dartmouth Dementia Directive Presented by Dr. Robert Santulli
Online , United StatesDr. Santulli is an honorary professor of psychiatry at the Geisel School of Medicine at Dartmouth College. He has been working with colleagues to develop a dementia directive, dubbed the Dartmouth Dementia Directive (DDD). The DDD is designed to supplement one’s Advance Directive, most of which focuses on end of life situations. The DDD helps […]
Getting Title Right! Presented by Terrie Kelly
Online , United StatesJoin us to learn more about getting title right! Presented by Caldwell Law's Titling Coordinator Terrie Kelly. *For individuals with Trust-Based Estate Plans only please. IMPORTANT NOTICE: Due to the Covid-19 virus, the event being offered will be held as a web-based workshop and not an in-house Workshop as originally planned until further notice.
Senior Fraud Prevention
Online , United StatesWe are living longer than at any time in our history. We need to learn to make decisions and enlist assistance to keep our finances safe. Join us as Tori Lloyd presents on learning ways to prevent financial abuse and exploitation. You will learn about current scams and techniques you and your “helpers” should know […]
Estate Settlement: Fact or Fiction? Presented by Pam Brackett
Online , United StatesSettlement--Fact or Fiction? Probate is not a 4 letter word! Join us as we answer questions such as - When is Probate required? What does "settling your estate" mean? What happens at my death? What is the difference between an Executor and a Trustee? What are the immediate tasks of an Executor or Trustee? What does "distributing […]