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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.





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Testimonial

"Linda's assistance on my estate planning after sudden loss of my wife and remarriage several years later allowed me to be totally self-assured and optimistic. And I am convinced she has the same approach toward all of her clients. A real professional!"

Mike D., Client.

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