Bring an Educational Seminar to Your Office, Team, or Clients
These educational sessions are designed to provide practical, easy-to-understand information about Extended Care planning—helping attendees understand the financial, legal, and family consequences while learning strategies to prepare before a crisis occurs.
Who These Seminars Are For
We regularly present educational seminars for:
- Estate Planning Attorneys
- Financial Advisors
- CPA Firms
- HR Departments
- Business Owners
- Medical Practices
- Community Organizations
- Churches
- Retirement Groups
- Employee Wellness Programs
Whether you're educating your staff or providing added value to your clients, these seminars can be customized to fit your audience.
Seminar Topics
Every presentation is educational and tailored to the audience.
Topics may include:
Understanding the realities of Extended Care
The financial impact on retirement and family assets
Medicare vs. Medicaid
Common planning mistakes
Self-funding vs. proactive planning
Asset protection strategies
The Real Cost of Care in Virginia
My seminars are designed to educate—not sell.
Attendees receive clear, objective information that helps them better understand Extended Care planning and make informed decisions for themselves and their families.
There is no obligation, no pressure, and no product presentation.
The goal is simple:
Provide clarity so people can make informed decisions before a crisis occurs.
Seminar Formats
We offer several presentation formats depending on your needs.
Staff Education
Provide your employees with valuable financial education that helps them better prepare for future care needs.
Client Appreciation Events
Offer your clients an informative educational seminar as a value-added service that strengthens your relationships while providing meaningful information.
Professional Continuing Education
Educational sessions for attorneys, financial advisors, CPAs, and other professionals looking to better understand Extended Care planning.
Community Presentations
Perfect for civic organizations, churches, retirement communities, and local groups looking to educate their members.
Interested in Hosting a Seminar?
I am available to bring this educational experience directly to your firm, your team, or your community group.
Whether you are an Estate Planning Attorney, a Financial Advisor, or a community leader, this seminar is designed to provide high-value, no-pressure education that empowers your audience to make informed decisions about their future.
- For Firms & Staff: A professional development session focused on the realities of Extended Care and the legal/financial consequences for clients.
- For Client Groups: A "value-add" educational presentation that helps your clients navigate complex planning questions.
- One-on-One:
A private consultation to discuss specific integration strategies.