Voyage of the Very Valuable Nerf Ball
During this fun and highly interactive presentation, the group comes to understand what to look for in a financial advisor who will best serve their needs.

Seniors and Their Money: Way more than dollars & sense!
Ever notice that seniors and boomers think about money in totally different ways? They spend their money differently. They even speak about it differently. So how can boomer children communicate effectively with their senior parents about money issues that may arise between them? Find out during this practical and insightful presentation.

How to Make Sure Your Children Remember You...Fondly!
In terms of how well organized you leave your estate, your children can possibly remember you in several different ways! We want them to remember you fondly! This lighthearted presentation helps transform possibly complicated matters into easier matters for your heirs to handle. Your kids might even remember US fondly for highlighting these issues with you!

Some things in life you can't buy. For everything else there's financial planning: Long Term Care Planning.
Long Term Care Insurance may or may not be YOUR answer to long term care planning. What are factors to consider? What are the questions to ask. You'll learn during this interactive presentation.