Strategy. Protection. Solutions.
What’s Coming Up!
We regularly hold free events to help you learn how to protect you, your assets, and your family. We aim to keep you up to date on changes in the law as well as help you plan for your future.
Please join us for our next fun and free upcoming event! We promise that you’ll leave with new knowledge you can put to use right away.
We also love the opportunity to go out into the community and educate organization members, moms groups, business employees, church groups, and other community groups.
We can cover estate planning in general or focus on a particular area if requested. In the past we have given presentations on:
- Life and Legacy Planning
- Family Wealth Planning
- Guardianship Planning
- Blended Family Planning
- Business Succession Planning
- and more!
If you are interested in having us as a speaker for a free event, please don’t hesitate to contact us!
We can’t wait to meet you!
🌟 Senior Empowerment Symposium 🌟
You will experience valuable conversations as the speakers discuss ways to EMPOWER YOU to achieve YOUR wants and needs for the future. Ashley Madden (Hutchinson Family Offices), Sue Hunt (Susan Hunt Law), Corinne Auman (Choice Care Navigators), and Karen Foster (EXP Realty) will lead in discussions to EMPOWER YOU with topics such as: • Estate Planning – Designing a plan that is aligned with YOUR goals. • Financial Planning: Addressing key considerations for financial security in retirement, such as tax and investment strategies, budgeting, and maximizing retirement savings • Where do you want to live? In your current home (How to do that), Senior Communities, Independent living place, Continuing Care facilities, assisted living and long-term care and how to choose the right option for your needs • Finding local organizations, support groups and resources available to enhance your quality of life and independence Everyone’s life has a different story. Planning your story in your time • Everyone’s life has a different story. Planning your story in your time AND MUCH MORE
Date: Thursday, May 23, 2024
Time: 10 am – 12 pm
Location: Christ United Methodist Church – 110 N. Holden Rd., Greensboro, NC
Limited spots available! Reserve yours now to secure your family’s future.
Register here: Senior EMPOWERMENT Symposium Tickets, Thu, May 23, 2024 at 10:00 AM | Eventbrite
