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C.A.R.E. Education Series
Along with the amazing features listed above, C.A.R.E. members receive even more with the C.A.R.E. Education series. Mailed invitations go out to the home of C.A.R.E. members detailing a specific event's interesting topic, panel of professionals, location and time. Members may attend as many education events as their own calendar permits.


2015 Events for "Year 1 Members"
March 25 --- C.A.R.E. Portal Training
June 17 --- Funding Your Living Trust
September 16 --- Why is this binder so big?
November 24 --- Issues in Trust Administration

 
2015 Events for "Year 2 & Beyond Members"
February 24 --- Reaching the End of the Road
May 13 --- Risk Management in Insurance
October 21 --- Planning for Your Next Generation
November 24 --- Issues in Trust Administration


***Please note that these dates and times are subject to change. Check with the office and paper invitations for confirmation.





Practice Areas

Testimonial

"Linda has been instrumental in helping us think through all of the scenarios to prepare for writing all of our estate documents. She keeps up on the law and changes that can affect me now or in the future. She communicates with us often to see if there have been any significant changes that could impact the current documents. I trust her wholeheartedly with such an important topic - estate planning."

Diane B., client, March 2015

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