Estate Planning Workshops for Wellesley, Boston, Metrowest and Communities throughout Massachusetts

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

 Our next Workshops are:       

*In light of public health concerns arising from the novel coronavirus (COVID-19),  in-person seminars will now be virtual through May 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 Live Virtual Discovery Workshops are:             


Thursday June 11, 2020

10am and 2pm (Live Webinar)

Saturday June 20, 2020

9:30am (Live Webinar)

Thursday June 25, 2020

10am and 2pm (Live Webinar)

 Participation is limited so call now!

Estate Plan Workshop


The education workshop is a 2-hour educational presentation that will teach about estate planning, avoiding probate, asset protection and the new health care law and how it affects seniors. You will learn how you can eliminate or minimize these taxes and avoid probate, as well as how to protect your home, spouse and life savings from increasing medical and nursing home costs, lawsuits and other predators. 

During the workshop, you will also discover the top mistakes of Medicaid planning and how to prevent them.

Location of Workshops:
Estate Planning Conference Center                  
Wellesley, MA 02482                                                                             


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