Register Now!

Our workshops are a fun and entertaining way to learn! We provide you with the information to decide what is right for you.

Want to know how to protect your family, home, and savings from costly mistakes?

Upcoming Dates:

Tuesday, June 25 at 6:00 PM
Thursday, June 27 at 10:00 AM

Imagine this...You’ve worked hard your entire life to provide for your family and build your nest egg, only to have it all crumble due to unexpected costs and legal issues.

Unfortunately, it’s something that happens far too often...
Because people don't know what they don't know.

Every family has a life legacy they have built and need to protect. If you own a home or have assets, we urge you and your family to join us and get the “must know” information to protect yourself and them from long-term care costs, so you can create an effective estate plan that works.

During this educational workshop, you’ll learn:

  • How to avoid having your life savings wiped out by the cost of care as you get older.
  • How to protect your assets from your children's divorce, debt, or disability.
  • How to avoid the expenses and delays of probate.
  • How to keep your affairs private.
  • What you must do NOW to protect your home and your assets for you and your loved ones. 
  • The tools you need to have in your estate planning toolbox in order to be protected.
  • Myths and trusts about the 5-year Medicaid look-back and how to protect your home and assets from future nursing home expenses.
  • Asset protection strategies that won’t break the bank.
  • The most common types of trusts and how to use them effectively to protect your family.
  • Why many estate plans fail and what you need to do about it.

Don't leave the future to chance. Join us on for a free educational in-person workshop where you will learn what tools you need in your estate planning toolbox to make sure your family is protected.

Reserve Your Spot Today!

Complete the form below to reserve your seat.

Event Location: 201 Commonwealth Ct. #100, Cary, NC 27511

Register Now!

Our workshops are a fun and entertaining way to learn! We provide you with the information to decide what is right for you.