If the COVID-19 Pandemic has taught us anything, it is the need to be prepared for the future, even unlikely events.

We invite you to join us for our FREE upcoming seminars and presentations on topics such as Get Your Ducks In A Row, Nursing Home Care, Estate Planning 101, Probate, and Trusts. Please see the descriptions below, register using the form on this page and contact us if you have any questions at all.

Get Your Ducks in a Row
What you need to know for the 2nd half of life

Tuesday, August 9, 2022
2:00 pm in person at
Holiday Inn, Cedar Corner Complex | Sandusky, Ohio

Tuesday, September 13, 2022
1:00 pm at
Liberty Aviation Museum | Port Clinton, Ohio

Saturday, October 22, 2022
10:00 am at
Holiday Inn Cedar Point | Sandusky, Ohio

Tuesday, November 8, 2022
1:00 pm in person at
Huron County Chamber of Commerce | Norwalk, Ohio

Tuesday, December 6, 2022
1:00 pm in person at
Holiday Inn Cedar Point | Sandusky, Ohio

What You Will Learn In This FREE Workshop:
One of the biggest fears that many people have today is the fear of having their life savings wiped out if they end up in a nursing home. What a shame to see someone’s life savings of 30, 40 or 50 years wiped out in a matter of months. Whether you or a family member is in a crisis or not, it is important that you understand what you can do to protect your hard-earned assets! Most of the public does not yet realize that the laws on asset protection and long-term care planning changed. It is extremely important that you know about these changes and how they may affect your long-term care planning!

The most important document that everyone needs:

  • Why your will, revocable trust and power of attorney my not give you and your family the results you thought they would
  • How to protect your assets even if your loved one is already in a nursing home
  • How to make sure your spouse or children are not left financially ruined if you need nursing home care

How to protect your home & assets from long term care costs:

  • How to protect your assets even if your loved one is already in a nursing home
  • How to protect your assets from long term care costs without purchasing nursing home insurance
  • Steps you can take now to save $$$ in costs later

How to protect your assets even if your loved one is already in a nursing home:

  • The most important document that everyone needs
  • How to protect your home & assets from long term care costs


Medicaid Crisis
Does someone you love need nursing home care now or in the near future?

more dates announced soon

Are you afraid your loved one will have to spend all their savings to qualify for benefits? 

If so, they can’t afford for you to miss this important workshop. 

Many people find themselves in a crisis situation when a loved one suddenly needs more care than the family can provide. With care in a nursing home in Northern Ohio routinely costing $96,000 per year or more, it’s easy to see that the stakes are high! Without the right advice many people needlessly spend down their life savings, thinking they have no other option. The good news is that this can almost always be avoided. Even if your loved one is already in a nursing home, if there are assets left to protect, there are often strategies to help save what they have left, and qualify for benefits to pay for the care they need. You just have to know how. 

At this meeting, here is some of what you will discover: 

  • Why what you’ve heard about qualifying for nursing home benefits is probably wrong! 
  • How to avoid having your loved one’s savings wiped out by a nursing home spend down. 
  • How Medicaid works: the default rules that often don’t have to apply to you. 
  • Why the “default” rules are not the end of the story: strategies that can be used to gain eligibility for benefits, while protecting your loved one’s assets. 
  • What can be done NOW to protect the home from being taken by the State through Medicaid Estate Recovery. 


7 Critical Actions to Take in Case of Dementia

more dates announced soon

In case of Dementia, it’s time to get smart about the symptoms and discover the steps you need to take now to protect yourself and your family. Presenter Kevin Jameson, founder of the Dementia Society of America, will present “The Dementia Action Plan: 7 Steps to Take in the Face of Dementia™.”

At this event you will learn:

  • What is Dementia and how do you know if your loved one may have it?
  • Diagnosis of Dementia, the stages and early signs.
  • Dementia risk factors, cardiovascular risk.
  • Can Dementia be prevented? Are there different types of Dementia?
  • Health and prevention, can physical exercise and diet help?
  • What financial and legal concerns should be addressed today?
  • HOW DEMENTIA CARE CAN drain your savings and what to do about it.
  • What government benefits are available to pay for your care?
  • What caregiving issues will you be facing?

Your spouse, family members or a guest are welcome to join you. There is absolutely no cost or obligation to you.


Please register using the form below: