• Strategic Financial Planning Workshop

A free workshop to everyone in the community offering tools for managing your assets at every stage of life

Planning for management of assets during your lifetime

• Financial Documents You Need
• Titling of Assets
• Powers of Attorney

Planning for your care when you are not able to care for yourself

• Healthcare Directives
• Long-term Care

Planning for transition of assets after your lifetime

• Wills vs Trusts
• Minimizing Taxes 
• Guaranteed Lifetime Income
• Strategic Philanthropy