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Legal, Financial and Tax Planning for the Second Half of Life - April 20

Register Here

Date and Time

Thursday, April 20, 2023
6:00p - 7:00p EDT


It's important to plan for what may happen as you, or your loved ones, age as early as possible. At our next educational webinar, our guest speaker will address key areas you should consider now to avoid future devastation, including:

  • Avoiding probate upon death and while alive
  • Estate Planning Tools
  • The Devastating Cost of Long-term Care
  • The Six Ways to Pay for Long-term Care
  • The Castle Trust as a Planning Tool

This webinar is part of our ongoing commitment to educate our clients on key issues that impact their overall financial strategy. 

We hope you can join us!

Special Guest Speaker: Chris Berry, JD., CELA®, CFP®  - Certified Elder Law Attorney, Castle Wealth Group

To register for an upcoming webinar session and receive your link to join, visit:

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