A Personal Approach To Planning for your Future LET'S GET STARTED

Events

FUTURE EVENT/S:

Webinar: YEAR END ESTATE PLANNING Q&A SESSION

December 5, 2024 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

SUBMIT QUESTIONS HERE!

December2024


VIP Webinar: Correctly Naming Guardians for your Minor Children

Via Zoom

CLICK HERE FOR MORE DETAILS

VIP Webinar

PAST EVENTS:

Webinar: IN-HOME CARE VS. HOSPICE

October 24, 2024 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

October2024


Webinar: PREVENTING NEST EGG EROSION DURING RETIREMENT

September 26, 2024 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

September2024


Webinar: NEW Reverse Mortgage: It's not your grandmother's reverse mortgage

August 22, 2024 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

August2024 flyer


Webinar: WILLS VS. TRUST

July 25, 2024 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

July2024


Webinar: MID-YEAR Q&A SESSION (2024)

June 27, 2024 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

MID YEAR Q&A 2024


Webinar: ESTATE 101

May 23, 2024 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

MAY2024


Webinar: WHAT IS PROBATE?

April 25, 2024 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

APRIL2024


Webinar: "How To Conquer Financial Success In 2024"

March 28, 2024 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

March2024


Event: WILLS & ESTATE PLANNING

March 10, 2024 (Sunday)

9:00 pm (ET)

Location: First Lithonia Seventh-Day Adventist Church

3533 Ragsdale Rd, Stonecrest, GA 30038, United States

MarchEvent


Webinar: "Preparing for the Unexpected - Insights on Life Insurance, Critical Illness Plans, and Retirement Planning"

February 22, 2024 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

February2024


Webinar: Selling The House Of A Deceased Loved One

January 25, 2024 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

Jan2024


Webinar: YEAR-END Q&A Session

December 7, 2023 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

DROP YOUR QUESTIONS HERE!

November2023


Webinar: HMO's vs. PPO's; The Pros and Cons of Each

October 26, 2023 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

October2023


Webinar: CHOOSING THE RIGHT HEALTHCARE COVERAGE IN RETIREMENT

September 28, 2023 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

September2023

Webinar: THE NEW CORPORATE TRANSPARENCY ACT

August 24, 2023 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

Augustflyer


Webinar: Preventing Nest Egg Erosion During Retirement

July 27, 2023 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

July2023


Webinar: MID YEAR Q&A Session

June 22, 2023 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

DROP YOUR QUESTIONS HERE!

MID YEAR Q&A


Webinar: The Guide for Proper Insurance vs. Enough Insurance

May 25, 2023 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

May2023


Webinar: The Probate Process (Continuation)

April 27, 2023 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

April webinar


Webinar: The Probate Process

March 23, 2023 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

March2023


Webinar: What They “Forgot” to Teach me About Credit: The Importance of Those 3 digits and how To Improve Them

February 23, 2023 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

Feb2023


Event: Lunch&Learn

February 7, 2023 (Tuesday)

11:00 AM - 12:30 PM (ET)

Lunch&Learn


Webinar: PROTECTING YOUR INCOMING ASSESTS

January 26, 2023 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

finalfinal


Webinar: Wills & Estate Planning 2 with Gerald Chamblin of Guaranteed Rate

December 13, 2022

7:00 pm (ET)

Click here to Reserve a spot

Wills & Estate Planning 2


Webinar: END OF YEAR LIVE Q&A with Attorney. Sharline S. Green

December 1, 2022 (Thursday)

7:00 pm (ET)

Via Zoom

CLICK HERE TO REGISTER!

Drop your Questions here.

finalll


Webinar: GETTING TO KNOW FINANCIAL BASICS

October 22, 2022

7:00 pm (ET)

Via Zoom

Register below:

https://us02web.zoom.us/meeting/register/tZwpd-yspjwjGtLGqcFWFetxjxK8IDIzDZoB

October webinar


Webinar: INSURANCE & ESTATE PLANNING

September 22, 2022

7:00 pm (EDT)

Via Zoom

Register below:

https://us02web.zoom.us/meeting/register/tZEtdOivrT4pGtBnZAkH3mK1jiU0GOdc9Yq1

September2022


Webinar: HOW DOES ESTATE PLANNING AFFECT YOUR REAL PROPERTY

September 7, 2022

7:00 pm (ET)

Via Zoom

Register below:

https://us02web.zoom.us/meeting/register/tZEvfuCqqTgsG9YLFF2S9fjlBg9wbO2mbmzk

Final


Webinar: "ADVANCED ESTATE PLANNING TECHNIQUES"

(Different Types of Trusts)

August 22, 2022

7:00 pm (ET)

Via Zoom

Register below:

https://us02web.zoom.us/meeting/register/tZwrduiuqzgjGNd_eDmZjHvb3aY2yEFyQUtl

Augustfinalflyer


Webinar: "YOUR RETIREMENT PLANNING TOOLKIT"

July 28, 2022

7:00 pm (ET)

Via Zoom

Register below:

https://us02web.zoom.us/meeting/register/tZEsduqrpzMvGtaUmcFgrCb4cGeo2HGbX03H

Your Retirement Planning Toolkit


Webinar: IMPORTANCE OF HAVING A WILL OR TRUST & MORE.

June 28, 2022

7:00 pm (ET)

Via Zoom

Register below:

https://us02web.zoom.us/webinar/register/WN_4-24oHEPTcOGzJ6iP-dx5A

IMPORTANCE OF HAVING A WILL OR TRUST & MORE.


Webinar: LIVE Q&A WITH ATTY. SHARLINE S. GREEN

June 23, 2022

7:00 pm (ET)

Register below:

https://us02web.zoom.us/meeting/register/tZIscO-rpzwjHdaEBj_ur2W5g7bdonN8plL3

SUBMIT YOUR QUESTIONS HERE:

https://us17.list-manage.com/survey?u=884037262f8718a8e5c102b7f&id=fe5aade6ee&e=*|UNIQID|*

LIVE Q&A (2)


Webinar: PLANNING WITH LIFE INSURANCE

May 26, 2022

7:00 pm (ET)

Via Zoom

Register Here: https://us02web.zoom.us/meeting/register/tZclfu-pqTkvGtcvZkh6uK5PskYaxT4GCc_h

Planning with Life Insurance



WEBINAR: DIFFERENCE BETWEEN WILLS AND TRUST

April 28, 2022

7:00 pm (ET)

via Zoom

Register here: https://us02web.zoom.us/meeting/register/tZckcu6prTgqGt3J5oYIwK4luH5SM0GJQvix

DIFFERENCE BETWEEN WILLS AND TRUST


ELDER LAW PLANNING

February 24, 2022

7:00 pm (ET)

Via Zoom

Zoom Link:

https://us02web.zoom.us/meeting/register/tZclf-uqqT8sE9brIgn2eV77AAaslF0fmFxw


Elder Law Planning


PODCAST: LIFE WITH SHENITA (IS YOUR HOUSE IN ORDER?)

MARCH 30, 2022

7:00 PM (ET)

Via Youtube

podcast4


PLANNING FOR YOUR FINANCIAL FUTURE

March 24, 2022

7:00 pm (ET)

Via Zoom

Zoom Link:

https://us02web.zoom.us/meeting/register/tZYldOupqj4jE9ZRTN6b1ihgJDSjEGoqdsAw

Webinar flyer - planning for your financial future


COMMON ESTATE PLANNING MYTHS

January 27, 2022

7:00 pm (ET)

Via Zoom

Zoom Link:

https://us02web.zoom.us/meeting/register/tZcsdOyspjopGtezjaK3LOXCQ2JXLEIgIUyS

CEPM


LIVE Q&A (Final Webinar 2021)

December 2, 2021

7:00 pm (ET)

Via Zoom

Zoom Link:https://us02web.zoom.us/meeting/register/tZAofuuprj0uHd0NRMVODUJinDulLRe62aL

 

Q&AMAY2024September2024