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Wisconsin
Estate Planning Basics Workshop

Chippewa Falls, WI – Estate Planning Basics Workshop

August 26, 2025
This workshop is a great starting point for people who need an estate plan and a good review for people to make sure their plan is up-to-date.
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Estate Planning for Families with Special Needs

Webinar: Estate Planning for Families with Special Needs

This webinar will explain the use of financial tools that can continue to fund care for special needs children, siblings and family members.
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Webinar: Funding Strategies for Long-term Care

Watch this informative webinar focused on end-of-life planning, covering the spiritual, medical, and financial aspects.
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Webinar – Creating a Giving Plan from Life to Legacy

August 5, 2025
Attend this educational webinar to learn simple ways to transform your charitable giving so your charitable intentions are protected and fulfilled to their greatest impact.
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Create a Giving Plan from Life to Legacy Workshop

Rhinelander, WI – Creating a Giving Plan from Life to Legacy Workshop

July 28, 2025
Attend this educational workshop to learn simple ways to transform your charitable giving so your charitable intentions are protected and fulfilled to their greatest impact.
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Webinar: Preparing for End of Life with Purpose and Peace of Mind

Watch this informative webinar focused on end-of-life planning, covering the spiritual, medical, and financial aspects.
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Estate Planning for Families with Special Needs

Webinar – Estate Planning for Families with Special Needs

May 23, 2025
This webinar will explain the use of financial tools that can continue to fund care for special needs children, siblings and family members.
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Understanding Your Social security Benefits Webinar

Webinar: Understanding Your Social Security Benefits 2025

One of the most important decisions to make before you retire is when to claim Social Security benefits. Watch this webinar to learn more.
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Keys to Financial Well-Being for Your Aging Parents

Webinar: Financial Well-Being for Your Aging Parents

Adult children know that their parents might be facing age-related financial challenges. This workshop educates on how to take compassionate and forward-thinking action on issues facing elderly parents.
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Financial Scams Targeting Older Adults and How To Avoid Them

Webinar: Financial Scams Targeting Older Adults and How to Avoid Them

Watch this webinar to learn to identify these common online and phone scams and to avoid becoming a victim.
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