Estate Planning Workshops

The following workshops are casual, informative and interactive.  Register online by clicking on one of the registration buttons below, 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.


Thursday, September 15 – 12:00pm- Virtual Lunch and Learn-Scammers and Credit Theft

We are pleased to present this important conversation about how to spot a scam and how to protect yourself online. We will hear from Doylestown Consumer Protection Attorney Nancy Kanter on her experiences and how to avoid being a victim yourself.

This is a virtual presentation only, and you can register below:

Wednesday, September 21 – 1:00pm- Discover Why Your Estate Plan May Now Be Obsolete

This is an in-person presentation. You may register below: