Workshops
Long-Term Care and Medicaid Planning Workshop
Online , United StatesJoin Jamie Thaxton for our Long-Term Care and Medicaid Planning Workshop. This is a 2 hour educational presentation that will cover planning for incapacity or disability, guardianships, the basics of […]
Third Tuesday Titling
Online , United StatesTitling is the bane of successful estate planning. It doesn’t have to be so. Join Lise Solbeck via Zoom for our Third Tuesday Titling Tutorial. These sessions are designed to […]
The Truth about Estate Planning
Online , United StatesJoin 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 […]
Third Tuesday Titling
Online , United StatesTitling is the bane of successful estate planning. It doesn’t have to be so. Join Lise Solbeck via Zoom for our Third Tuesday Titling Tutorial. These sessions are designed to […]
Repurpose Existing Life Insurance for Today’s Needs
Online , United StatesDid you know policy owners can exchange existing life insurance for cash today? Life insurance can be appraised and sold like other property assets. Learn how retirement-age policy owners can benefit from liquidating unneeded, unwanted, or unaffordable life insurance and use the funds for a variety of immediate needs: retirement planning, maintaining lifestyle, caregiving needs, […]