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), we are cancelling all in-person seminars through April 15, 2020.  We continue to evaluate the situation and will update any changes in scheduling here on our website.

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

We still want you to experience our seminars, but for the time being, we are offering a virtual seminar.  Once the risk to our staff and attendees has passed, we’ll begin offering in-person seminars again. *   

 Our next Workshops are:      

Thursday March 26, 2020

Virtually 10am and 2pm

 Participation is limited so call now!

Thursday April 16, 2020*

In Wellesley 10am and 2pm

Saturday April 18, 2020*

Natick Hotel Conference Center 9:30am

Breakfast Will Be Served

Life and Legacy Client Seminar

Thursday May 7, 2020

In Wellesley 10am and 2pm

 Participation is limited so call now!


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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Serving Wellesley, Boston, Metrowest, and Communities throughout Massachusetts

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