The 2015 C.A.R.E. Program
Planning your estate should not end when you take your documents home. We work with you and your family to implement and maintain your custom-designed plan.
Here is the custom designed plan for the members of 1 year and above from Conway and Pannell
2015 EVENTS FOR "YEAR 1 MEMBERS" March 25 --- C.A.R.E. Portal
June 17 --- Funding Your Living Trust
September 16 --- Why is this binder so big?
November 24 --- Issues in Trust Administration
2015 EVENTS FOR "YEAR 2 & BEYOND MEMBERS" February 24 --- Preserving Grace and Dignity - Advanced Care Planning
May 26 --- Risk Management in Insurance
October 21 --- Planning for Your Next Generation
November 24 --- Issues in Trust Administration
Here is the custom designed plan for the members of 1 year and above from Conway and Pannell
2015 EVENTS FOR "YEAR 1 MEMBERS" March 25 --- C.A.R.E. Portal
June 17 --- Funding Your Living Trust
September 16 --- Why is this binder so big?
November 24 --- Issues in Trust Administration
2015 EVENTS FOR "YEAR 2 & BEYOND MEMBERS" February 24 --- Preserving Grace and Dignity - Advanced Care Planning
May 26 --- Risk Management in Insurance
October 21 --- Planning for Your Next Generation
November 24 --- Issues in Trust Administration