Past Events

February 20, 2020 Succession Planning for Small/Family Businesses and Retirement, Sunsets & Dreams
Brad Minor, Thomas Wagner, Blue & Co., LLC and Jeff Curtis and Gary Lents, The Watermark Group
November 21, 2019 The Current State of Long Term Care: How Best to Advise Clients on Long Term Care Options
Paige Freitag, Freitag & Martoglio, LLC, Michelle Prather, AUL, Adam Warner of Ash Brokerage, Rebecca Vaughan, Indiana Partnership, Blake Reed, Voelz, Reed and Mount
September 19, 2019 Proper Drafting of POAs and Health Care Directives; Post Death Responsibilities; Medicaid Myths
Lora Mount
View Current Events