Third Tuesday Titling Tutorial with Tim

Online , United States

Titling is the bane of successful estate planning. It doesn’t have to be so. Join us via Zoom for our first Third Tuesday Titling Tutorial. These sessions are designed to answer your questions and increase the understanding of the importance of titling and how to get it right and keep it right! Sign in with […]

Senior Fraud Prevention

Online , United States

We 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 […]

The Truth about Estate Planning

Online , United States

Join Tim Caldwell as he 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 tax planning, asset protection trusts, probate laws, elder law, guardianship, and much more.

Planning for Incapacity

Online , United States

Join attorney Renée Harvey for a discussion of incapacity planning considerations through the Aging Resource Center. We will discuss the estate and long-term care planning considerations in advance of being […]

Long-Term Care and Medicaid Planning Workshop

Online , United States

Join 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 […]