Resources
Webinar: Embrace Aging Forum Preview
Join us on March 1, 2022, 11:30 AM -1 PM EST!
The Embrace Aging Forum is back in 2022!
We are gearing up for the best Embrace Aging Forum yet! We will back in person this summer. Be on the lookout for more details along with registration information.
In advance of the forum, we are offering a few complimentary webinars. The first will take place on Tuesday, March 1. Dana Perry and Greg Willett of Chambliss will host two special guest panelists — Zach Hurst with The Trust Company and Tracy Wood with Alleo Health. We will cover topics such as self-care for caregivers, why it is important to take care of the caregiver, the impact of financial planning, and ways you can help your adult children get their affairs in order. This will be an information packed webinar that you will not want to miss!
Registration is required for access to the virtual event on March 1, 2022.
Hosted By Dana Perry and Greg Willett
In light of the recent COVID-19 pandemic, it is important to have a plan, more specifically, an estate plan. Dana Perry, Greg Willett, and our estate planning team have many years of experience in drafting simple wills and powers of attorney to highly complex dealings of sophisticated tax matters that involve various types of trusts. We are passionate about tailoring individualized solutions to ensure each client and their loved ones are properly protected.
Registration is required. Please register via the button below.
