Join us for an engaging in-person workshop at the Sparta Civic Center designed to demystify the estate planning process and empower you to take control of your future. This comprehensive session is ideal for anyone looking to understand the essentials of estate planning, whether you're starting from scratch or updating an existing plan. What You'll […]

Prepare to join us for a vital webinar that focuses on the crucial aspects of special needs planning. This session is specifically designed for families, caregivers, and professionals seeking to ensure the financial security and welfare of individuals with special needs. What You'll Learn: Understanding Special Needs Trusts: Learn how to establish and manage special […]

Join us for an enlightening webinar dedicated to unraveling the complexities of Medicaid eligibility and asset protection. Whether you're planning for your future or helping a loved one navigate their options, understanding Medicaid and asset protection strategies is essential. What You'll Learn: Medicaid Eligibility Requirements: Gain a clear understanding of the criteria and planning techniques […]

🔑 Estate Planning Essentials: Your Roadmap to Financial Security 🔑 Join us for a comprehensive webinar on estate planning! Designed to provide clarity and actionable insights, this session covers essential topics including wills, trusts, tax strategies, and preparing for life's transitions. Understanding the Essentials: We'll break down the fundamental components of estate planning, including wills, […]

Join us at the Millard Oakley Public Library on Tuesday, July 23rd at 4:30 PM for a free educational Estate Planning workshop titled "Estate Planning Workshop," where you will learn how to control who gets what, when, and how. During this event, you will also learn how to avoid probate and the most common pitfalls […]

Join us at Leslie Town Centre on Tuesday, August 6th at 4:30 PM for a free educational Estate Planning workshop where you will learn how to control who gets what, when, and how. During this workshop, you will also learn how to avoid probate and the most common pitfalls associated with estate planning. Here are […]

Join us August 12th at 12:00pm CST for our Estate Planning Webinar! In this essential session, you'll learn the fundamental steps to create a comprehensive estate plan. Our experienced team will guide you through crucial topics such as wills, trusts, powers of attorney, and healthcare directives. Discover how to protect your assets, minimize taxes, and […]

This free event is designed to provide valuable insights and practical advice for seniors and their families, helping them make informed decisions about their health, living arrangements, and legal matters as they transition into the golden years. What You Will Learn: Health Management: Tips on maintaining a healthy lifestyle, understanding Medicaid, and accessing quality healthcare […]

Join us August 22nd for a free estate planning webinar where you'll gain valuable insights into securing your future and protecting your assets. Topics include: Understanding Wills and Trusts: Learn the differences and benefits of each, and how they can protect your assets and wishes. Power of Attorney and Healthcare Directives: Discover the importance of […]

Join us October 8th for a free estate planning webinar where you'll gain valuable insights into securing your future and protecting your assets. Topics include: Understanding Wills and Trusts: Learn the differences and benefits of each, and how they can protect your assets and wishes. Power of Attorney and Healthcare Directives: Discover the importance of […]

Join us October 10th for a free estate planning webinar where you'll gain valuable insights into securing your future and protecting your assets. Topics include: Understanding Wills and Trusts: Learn the differences and benefits of each, and how they can protect your assets and wishes. Power of Attorney and Healthcare Directives: Discover the importance of […]

Prepare for a secure future with our upcoming estate planning workshop at the Oldham Theater in Sparta, TN. This comprehensive session will provide valuable insights and practical solutions to safeguard your assets and protect your legacy. Here's what you can anticipate learning: Assessing Your Needs: Gain a deeper understanding of your estate planning requirements by […]