Fall 2020 Webinar Series

We will continue to offer educational webinars on a variety of topics throughout the Fall of 2020..

Please indicate your level of interest in attending an informational webinar on the topics listed below and feel free to suggest other topics of interest.

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* 1. Please indicate your level of interest in:
Funding retirement in today's market.

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* 2. Please indicate your level of interest in:
When and how to fund a Special Needs Trust.

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* 3. Please indicate your level of interest in:
Strategies to consider when thinking through your Estate Planning. Is fair always equal?

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* 4. Please indicate your level of interest in:
Financing options available for college and how to access them?

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* 5. Please indicate your level of interest in:
The role of Life Insurance in your financial plan.

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* 6. Please indicate your level of interest in:
How to Use the ABLE account in special needs planning.

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* 7. Please indicate your level of interest in:
How to discuss and plan for your child with their future caregivers, guardians and trustees.

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* 8. Please indicate your level of interest in:
How to share information about money and the future with your family members.

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* 9. Please indicate your level of interest in:
You are concerned about your parents- will there be enough money to care for them?

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* 10. Please indicate your level of interest in: 
Guardianship and the Alternatives. How do you know what option is the right fit for your soon-to-be adult child?

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