Estate Planning Workshops
Register for An Upcoming Estate Planning Workshop
October 25, 2023
McMenamins Kennedy School gymnasium
Caress Law PC and Anderson Wealth Management Group team up for this client-only event!
Join Caress Law attorneys Tammi Caress and Tasha Lyn Cosimo, along with Tay Jacoby-Fries, Financial Advisor with Anderson Wealth Management Group, to learn more about how you can talk with your family about planning for the future to protect everyone’s wishes.
Featuring Guest Speaker Amanda Chomyszak, CIMA, CWPA, of New York Life. Amanda will be discussing how to talk to your parents about their finances, and how to start planning for your own financial future.
Food will be served, and there will be a live Q&A with attorneys and financial advisor professionals.
FREE PARKING ON SITE
Register for this free client-only workshop today!
ROLES & RELATIONSHIPS
Learn your responsibilities as Estate Executor, Power of Attorney Agent & Healthcare Representative in this free on-demand webinar.
ESTATE PLANNING: A GIFT FOR THE ENTIRE FAMILY
Tune in to this free on-demand workshop about how estate planning impacts each member of the family now, and later in life.
GUARDIANSHIP OF MINORS
Parenting is hard, but planning for the “what-ifs” of the future doesn’t have to be. Caress Law, PC can help you protect your family, no matter what.
Our Estate Planning Primer will introduce you to the various estate planning tools, explain what they do, and help you gain familiarity with the terminology and process.