Free Workshop on Trust, Estate and Asset Protection in Wellesley

Attend an upcoming Trust, Estate & Asset Protection Planning workshop to learn more about our process and what you can do to enhance the security of your lifestyle, life savings and legacy.

During our workshop, we will also focus on a review of the top mistakes of Medicaid planning and how to plan to prevent and remedy them.

To register for an upcoming Trust, Estate & Asset Protection workshop, please complete the form below, or call our registration line at 800-964-4295 (24 hours a day)

Workshops are scheduled for 10:00 a.m. and 2:00 p.m. on the following dates:

Thursday, March 1

Thursday, March 15

Thursday, March 29

Registration Form