Free Workshops on Trust, Estate & Asset Protection

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Reserve Your Seat Now!

Our workshops are held on weekdays at 10 am and 2 pm unless otherwise specified.        

*In light of public health concerns arising from the novel coronavirus (COVID-19),  in-person seminars will now be virtual through May 4, 2020.  Once the risk to our staff and attendees has passed, we’ll begin offering in-person seminars again. *        

Our top priority has always been the health and safety of all attendees at our events. 

Our next Workshops are:      

Thursday April 16, 2020*

 10am and 2pm (Virtual Workshop)

Saturday April 18, 2020*

 9:30am (Virtual Workshop)

Thursday April 30, 2020*

10am and 2pm (Virtual Workshop)

Life and Legacy Client Seminar

Thursday May 7, 2020

In Wellesley 10am and 2pm

 Participation is limited so call now!

Estate Plan Workshop


Discover how you can protect your home, spouse, investments, and hard earned life savings from increasing medical and nursing home care costs.  PLUS how you can keep control, over both financial and medical decisions.

 

 

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Click Here Click Here Seniors and Boomers Guide

The 10 Biggest Estate and Asset Protection Planning Mistakes People Make an How to Avoid Them!

The Truth About 
Alzheimer's

Senior's and Boomers Guide to Health Care Reform and Avoiding Nursing Home Poverty

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Click Here Download our FREE Veterans Benefit Report Click Here

Massachusetts Guide to Hospice Care

The Nuts & Bolts Guide to Veterans Benefits

Consumer's Guide to Medicaid, Nursing Home & Asset Protection

Serving Wellesley, Boston, Metrowest, and Communities throughout Massachusetts

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