Upcoming events

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I started hosting seminars in 1987 with a local attorney who specialized in living trusts. At the time, my business focused on long term care insurance. The partnership was perfect. We spoke to 1000s of people over the years, helping many to plan their estates and to secure their future from health care expenses. 

As I morphed into the securities business in the late 1990s and became an investment advisor in 2007, I decided to host smaller events as a way of providing information in a more personal setting where it was easier for guests to ask questions. They have been a win/win for all concerned as many people have had numerous questions answered (even if they decided to continue as they were) and a few became clients. 

The events are always come as you are and bring your questions. My 40 years of experience in estate planning, securities, investment advising, and long term care are at your disposal. If you are already a client, we love to have you come and it's even better if you bring a friend. 

We look forward to seeing/meeting you.