It was indeed our treat to share some estate planning tricks with our new friends from the Well & Wise program at Terrebonne General Health System.
Presented by The Foundation for Terrebonne General and Terrebonne Council on Aging, the program is educational, inspirational, and designed for anyone 60 years or older…FREE of charge!
The Well & Wise group meets on the last Wednesday of every month in the Terrebonne General Medical Atrium Auditorium. It covers various topics designed to entertain, educate, and empower.
Our firm is always happy to present free educational Workshops on a wide variety of topics to groups or organizations. Those groups often include non-profit organizations, employers, associations, special interest groups, support groups, and financial advisors in our community.
Click here for presentation topics.
- Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount - November 24, 2022
- Split Things Fairly – Not Exactly - November 21, 2022
- How to Leave Behind a Lasting Legacy for Your Loved Ones - November 18, 2022