Events That Educate
From securing your legacy to stopping unwanted calls and selecting a Medicare plan that fits your needs, our events are designed to help you make informed decisions about your finances and future.
Protect Your Legacy:
Estate Planning Made Easy
Don’t leave important decisions to the court!
Join us for complimentary and interactive presentations that may help you better understand legacy planning strategies — strategies that help you preserve assets and understand how assets are transferred to heirs. You’ll also learn about common oversights that can dramatically impact your legacy.
Our presentations discuss the process of creating a comprehensive estate planning portfolio, including trusts, wills, powers of attorney, advanced directives and so much more!
Without a comprehensive estate plan, your heirs could face big tax burdens and lengthy legal proceedings, and the court might designate how your assets are divided — even who gets to raise your children.
Unsolicited Calls Workshop
STOP! Before you answer an unsolicited call, know this: Many “Medicare” calls are scams.
If you want to make the calls stop, don't call Medicare. Start by getting on the Do Not Call list for your state. Then, file a complaint with the Federal Communications Commission.
Call our office today to learn about the FCC and the proper steps to report and regulate unscrupulous calls.
Register Now!
Please note that some events may require you to RSVP.
If you have any questions about events listed, please call 573.693.9443.
Check back for more events!
Picture Yourself Enjoying One of Our Events
