Upcoming Events
Virtual Lunch and Learn
June 12th from 12:00pm - 12:30pm
Join us for a free jam-packed session full of important information that will empower you to make informed, educated decisions that are right for you and your family. With so much information out there, it can feel overwhelming. And, if you’re like most of our clients, you’re not really sure where to start.
That’s where we come in! We’ve simplified the information for you. And, by the end of our time together, you’ll feel empowered and informed about what choices are right for you and the people you love.
During our time together, we’ll discuss:
The 3 biggest estate planning myths
Naming legal guardians for minor children
The best way to protect your assets
Exactly what it costs to work with us
Register now to reserve your spot!
Ask Ashley to speak at your next local business or group event in Massachusetts! Simply choose the top that works best for you:
Kids Protection Planning
Guardian Nomination Workshop
Asset Protection Planning
Something special just for your group? Just ask!