Estate Planning and Elder Law can be confusing to navigate. And many times people are only confronted with the subject when it lands in their lap. Allow our team to share planning advice with your group. View the Calendar of upcoming presentations, or schedule your own.
EDUCATE YOUR EMPLOYEES
According to a study from AARP, U.S. businesses lose up to an estimated $33.6 billion per year in lost productivity from full-time working caregivers. Some of this is attributed to a family not being properly prepared when their loved one needs care. They may spend hours as work researching what to do next or on the phone making arrangements.
Instead of waiting for the unexpected to happen, provide your employees with the tools they need to be prepared. Request a free, no-obligation Lunch and Learn presentation about Estate Planning today. Your employees – and their productivity – will thank you later.
ADD SUPPORT TO YOUR SUPPORT GROUP
Many times people going through a life change – like a poor health diagnosis or a death in the family – turn to their church or other groups for support and guidance. Your group can provide the much needed emotional support. But what about the legal support? Invite us in for a free, no-obligation Coffee Talk and we can answer any questions your group may have around Estate Planning and Elder Law.
EXPAND YOUR EXPERTISE TO YOUR CLIENTS
CPA firms, wealth management providers, and insurance brokers want to ensure their clients’ assets are covered while they are alive. But what about after their death? Our group can become an extension of your team to cover your clients’ tomorrows. Request a Lunch and Learn presentation to better understand our services. Then, have confidence recommending our services to your clients.
GET STARTED TODAY
Please call (402) 718-8888 or complete the form below to request a presentation or to ask questions.