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Events &
Workshops

Lunch and Learn: Special Needs Planning - Protecting Your New Adult

October 21, 2020

12 PM (PT)

For Parents, Grandparents and Caregivers: Navigating the complicated world of special needs and disability planning in order to make the best decisions and prepare for the future is challenging.

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Seminar: Planning for Long-Term Care: 7 Steps to Protect Your Independence

The security of your Golden Years is never something to leave to chance. Now more than ever, seniors need help understanding the resources and tools available to them to help secure their independence and pay for long-term care needs during the later stages of life.

Event Details

Free Resources

CLIENT Story

I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.
Gwen

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