Join us for an informative Medicaid & Asset Protection Planning Workshop at the Leslie Town Centre. Our professional team will guide you through essential strategies to protect your assets, minimize taxes, and secure a worry-free financial future for yourself and your loved ones. Learn the ins and outs of Medicaid planning and asset protection from […]

Join us for our "Future-Proof Your Legacy: Estate Planning Essentials," a comprehensive virtual workshop designed to guide you through the intricacies of estate planning. This interactive session is perfect for individuals at any stage of life, whether you're starting a family, running a business, or planning for retirement. Key Highlights: Estate Planning Basics: Learn the […]

Join us for an enlightening journey into the essentials of estate planning with our upcoming webinar, Estate Planning 101: Comprehensive Estate Planning Webinar. Our webinar will cover a broad spectrum of topics, from drafting your first will to advanced strategies for asset protection, ensuring your legacy is preserved according to your wishes. With professional insights […]

Dive deep into the world of estate planning with our webinar, "Estate Planning Essentials: Safeguarding Your Legacy in Uncertain Times". This workshop delves into advanced strategies to align your wealth management with your personal wishes. Key Highlights: Advanced Trust Strategies: Explore complex trust structures and how they can benefit your estate. Estate Tax Nuances: Tackle […]

Join our comprehensive "Train the Trustee" webinar designed for newly appointed trustees, those considering taking on the role, or individuals looking to understand the responsibilities of a trustee. This webinar aims to demystify the role of a trustee and equip you with the knowledge and skills needed to manage a trust effectively. Key Takeaways: Understanding […]

Join us for an informative and empowering event – "Estate Planning 101: Your Roadmap to Financial Security." This live presentation will take place at the Art Circle Public Library in Crossville, TN, and will be your guide to understanding the fundamental aspects of estate planning. We will delve into essential topics, including protecting your assets, […]

Discover the keys to effective estate planning at our upcoming workshop on April 11th, hosted at the Leslie Town Centre. Gain valuable insights into protecting your assets and ensuring your loved ones' financial security. Estate Planning Fundamentals: Understand the basics of estate planning, including wills, trusts, and probate. Protecting Your Assets: Learn strategies to safeguard […]

Join us for an informative estate planning webinar on April 30th, where we'll delve into essential strategies for securing your future. Whether you're new to estate planning or seeking to update your existing plan, this webinar is designed to provide valuable insights and guidance. From understanding the fundamentals of estate planning to navigating complex legal […]

Join us for our upcoming webinar, "Foundations of Estate Planning," where we delve into the essential elements of securing your legacy. Learn from our team as we guide you through the fundamentals of estate planning to ensure your assets and wishes are protected for generations to come. Here are four key topics we'll cover: Understanding […]

Uncover the secrets to securing your legacy in our upcoming webinar, "Secure Your Legacy: A Blueprint for Estate Planning Success." Join us as we guide you through the essential steps to ensure your estate is protected and your wishes are honored. Here's what we'll cover: Personalized Planning Strategies: Discover how to create a tailored estate […]