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Free Educational, Public Workshops

The following workshops are casual, informative and interactive.  Register online by clicking on the calendar date that suits your schedule, or simply call our office at 215-997-9773.

"Excellent Workshop!" - John and Anne D.

"Very clear, easy-to-understand presentation.  Made the topics relevant to our situation."  - Jenny B.

"I came here with my dad to help him understand what is available for his situation.  I've also learned what my husband and I should be doing now to protect our assets." - D.G. & R.K.

"Very comfortable setting and no 'push.'  Open for questions."  - Tracey S.

"Great presentation - concise, well-spoken."  - Alice T.




Special Needs Trusts
Tuesday, August 18, 2020 please sign on a few minutes early)
Webinar (link will be provided after registration
Located at:

What are the different types of Special Needs Trusts and who are they designed for?

What you need to know before you create one for your child, spouse or yourself.

Know the pitfalls to avoid and the benefits that can be gained by creating one.







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200 Highpoint Drive, Suite 211, Chalfont, PA 18914
| Phone: 215-997-9773

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