Workshops

The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is that they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement (approx. 3 hours) Reservations required.

Wednesday, June 28, 2017
2:00 PM - 4:00 PM
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Power Over Paper Digital Organizing

In this workshop we will explore solutions for managing ever-increasing paper flow. You will learn simple tips to get your photo and digital life organized. OXO digitizes your memories and create a convenient system so you and your loved ones can easily find, preserve and share all of your photos. This workshop is co-hosted by Diana Ulriccho, Founder & CEO of OXO.

Thursday, June 29, 2017
9:30 AM - 9:30 AM
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The Truth About Estate Planning

This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans. (approx. 2 hours). Reservations required.

Tuesday, July 11, 2017
9:30 AM - 11:30 AM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement. (approx. 3 hours). Reservations required.

Wednesday, July 12, 2017
9:30 AM - 12:00 PM
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What To Do When Someone Dies

At this workshop we will review the step-by-step process you need to know before and after losing a loved one,which includes: pre-need funeral planning, the probate and estate administration process, along with frequently asked questions. Reservations required.

Thursday, July 20, 2017
6:00 PM - 8:00 PM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is that they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement (approx. 3 hours) Reservations required.

Tuesday, July 25, 2017
9:30 AM - 11:30 AM
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Planning For Your Pet

Animal companions… your pets… “your children.” Whatever you call them, they are dearly loved family members. Our pets come in all shapes and sizes — from horses to hamsters, from ferrets to felines — they inhabit our hearts with their own unique personalities. They share day-to-day struggles, adventures, and special moments with us. We share our homes, our beds and our hearts with our pets. We worry about our pets. They leave us with a legacy of happy memories after they’re gone. Our pets love us unconditionally, help reduce stress and even enhance longevity. For all these reasons and so many more, you should explore all the alternatives for protecting your pets. Reservation Required.

Thursday, July 27, 2017
9:30 AM - 11:30 AM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement. (approx. 3 hours). Reservations required.

Wednesday, August 2, 2017
9:30 AM - 11:30 AM
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Social Media for Seniors

In this hands on workshop we will teach you how to communicate through social networking. Learn how to connect with your friends and family by using the latest technology in a relaxed environment. This workshop is co-hosted by Pam Weber, Vice President Strategic Initiatives of Roar! Internet Marketing.

Thursday, August 3, 2017
9:30 AM - 11:30 AM
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The Truth About Estate Planning

This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans. (approx. 2 hours). Reservations required.

Thursday, August 10, 2017
6:00 PM - 7:30 PM
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Women in Transition

Based on the book, Women in Transition: Navigating the Legal and Financial Challenges in your Life, this workshop focuses on every woman as she moves from one phase of life to another. Whether she is living with parents, on her own, in a committed relationship, experiencing widowhood or divorce, each transition presents potential areas of vulnerability with personal, legal and financial lessons, opportunities and challenges. This workshop will teach you how to build your own solid foundation to protect yourself and the people and things you cherish. Reservations required.

Tuesday, August 15, 2017
6:00 PM - 8:00 PM
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Divorce American Style – What Families and Their Lawyers Need to Know about Special Needs

Getting divorced?  Already divorced?  If you have a child with special needs, Divorce American Style – What Families and Their Lawyers need to Know about Special Needs will address the larger than life concerns affecting divorced families.  This workshop, explores the different types of a Special Needs Trusts including First Party and Third Party Trusts. You’ll understand not only why special needs planning is important in the context of a divorce, but we will also address the common mistakes made by family law attorneys in preparing Marital Settlement Agreements. We will create an opportunity for open discussion about child support, guardian advocacy and entitlement to government benefits issues – all critical to the health and welfare of your special child.  By attending this program receive two (2) CLE Continuing Education Credits (pending Florida Bar approval).

Thursday, August 24, 2017
9:30 AM - 11:30 AM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is that they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement (approx. 3 hours) Reservations required.

Wednesday, August 30, 2017
2:00 PM - 4:00 PM
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The Truth About Estate Planning

This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans (approximately 2 hours). Reservations required.

Wednesday, August 30, 2017
9:30 AM - 11:30 AM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement. (approx. 3 hours). Reservations required.

Wednesday, September 6, 2017
9:30 AM - 11:30 AM
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The Truth About Estate Planning

This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans. (approx. 2 hours). Reservations required.

Tuesday, September 12, 2017
9:30 AM - 11:30 AM
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Lunch & Learn – Guardianship versus Guardian Advocacy
Tuesday, September 12, 2017
12:00 PM - 1:00 PM
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Planning For Your Pet

Animal companions… your pets… “your children.” Whatever you call them, they are dearly loved family members. Our pets come in all shapes and sizes — from horses to hamsters, from ferrets to felines — they inhabit our hearts with their own unique personalities. They share day-to-day struggles, adventures, and special moments with us. We share our homes, our beds and our hearts with our pets. We worry about our pets. They leave us with a legacy of happy memories after they’re gone. Our pets love us unconditionally, help reduce stress and even enhance longevity. For all these reasons and so many more, you should explore all the alternatives for protecting your pets. Reservation Required.

Thursday, September 21, 2017
6:00 PM - 8:00 PM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is that they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement (approx. 3 hours) Reservations required.

Tuesday, September 26, 2017
9:30 AM - 11:30 AM
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The Truth About Estate Planning

This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans (approximately 2 hours). Reservations required.

Tuesday, September 26, 2017
2:00 PM - 4:00 PM
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October Lunch & Learn – Does My Client need a Will or a Trust?
Tuesday, October 3, 2017
12:00 PM - 1:00 PM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement. (approx. 3 hours). Reservations required.

Wednesday, October 4, 2017
9:30 AM - 11:30 AM
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The Truth About Estate Planning

This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans. (approx. 2 hours). Reservations required.

Thursday, October 12, 2017
6:00 PM - 8:00 PM
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Special People, Special Planning

Based on the book, Special People, Special Planning – Creating a Safe Legal Haven for Families with Special Needs this workshop explores concerns related to creating a financial and legal blueprint to address the special person’s unique personal and social needs. Families of people with special needs face planning challenges that accompany longer life expectancies – a future without full independence – and the need to maintain an outstanding quality of life. You will gain an overview of the three main federal disability programs and learn how to create a customized, comprehensive plan for your special person. Reservations Required.

Tuesday, October 17, 2017
6:00 PM - 8:00 PM
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The Truth About Veterans Benefit Planning

This workshop is intended to provide an overview of Veteran’s benefits to help you understand the eligibility criteria and benefits available to qualifying Veterans. We will explore medical benefits, service connected disability compensation and non-service connected pension benefits. Our program will emphasize the non-service connected pension program, which is the primary VA program that provides financial assistance for long-term care related expenses, including in-home care, assisted living and, in some cases, nursing home.

Thursday, October 19, 2017
9:30 AM - 11:30 AM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is that they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement (approx. 3 hours) Reservations required.

Thursday, October 26, 2017
2:00 PM - 4:00 PM
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The Truth About Estate Planning

This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans (approximately 2 hours). Reservations required.

Thursday, October 26, 2017
9:30 AM - 10:30 AM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement. (approx. 3 hours). Reservations required.

Wednesday, November 1, 2017
9:30 AM - 11:30 AM
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November Lunch & Learn – Understanding Social Security Disability Programs
Tuesday, November 7, 2017
12:00 PM - 1:00 PM
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The Truth About Estate Planning

This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans. (approx. 2 hours). Reservations required.

Thursday, November 9, 2017
9:30 AM - 11:30 AM
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The Truth About Veterans Benefit Planning

This workshop is intended to provide an overview of Veteran’s benefits to help you understand the eligibility criteria and benefits available to qualifying Veterans. We will explore medical benefits, service connected disability compensation and non-service connected pension benefits. Our program will emphasize the non-service connected pension program, which is the primary VA program that provides financial assistance for long-term care related expenses, including in-home care, assisted living and, in some cases, nursing home.

Tuesday, November 14, 2017
6:00 PM - 8:00 PM
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The Truth About Medicaid Planning

As our society continues to age, one of the greatest concerns of the elderly, their friends, family members and other loved ones is that they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence and maintain your security as you confront the concerns of aging, illness and possible nursing home placement (approx. 3 hours) Reservations required.

Tuesday, November 14, 2017
9:30 AM - 11:30 AM
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The Truth About Estate Planning

This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans (approximately 2 hours). Reservations required.

Tuesday, November 14, 2017
2:00 PM - 4:00 PM
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