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Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call or send us an email at: [email protected] and we’ll be happy to add you to our guest list.

 

Special Needs Trusts

March 13, 2019 12:00p - 1:00p Central Standard Time

You’re invited to join our Webinar to learn about Special Needs Trusts – from creation, to understanding how to fund one, as well as managing the distributions. You will learn: • The basics of a Special Needs Trust and why one is needed. • How to plan for two generations by using a Special Needs Trust • Utilizing Life Insurance to fund the Trust. • Understanding the importance of managing distributions from the Trust. Date/Time: March 13, 2019 – 12:00pm to 1:00pm Register - www.crescendowm.com/events After you click on the registration button on our website, you will receive an email 24 hours before the event date with information needed to access the Webex Webinar. Please contact us at: [email protected] with any questions and we would be pleased to assist you!

 

We did it and so can you...

May 1, 2019 12:00p - 1:00p Central Standard Time

Are you dreading or avoiding having a real, adult conversation with your parents? Wondering what their healthcare plan is and if they have their financial life in order? Join Betty, Kathleen and Brooke as they share best practices and their personal experiences in planning with and caring for parents. This is a Webinar! After you click on the registration button, you will receive an email before the event date with information needed to access the Webex webinar. Please contact us at: [email protected] with any questions and we would be pleased to assist you!

Event Registration



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