Seminars

Throughout the year we offer several seminars on various subjects including living trusts, long-term care, retirement planning, and charitable giving. The seminars are free and we encourage you to attend. We look forward to meeting you!

FREE SEMINAR: How to Legally and Effectively Protect Your Assets From a Long Nursing Home Stay

If you have a loved one that needs long term care now or in the near future, you don't want to miss this seminar. Here's just some of what you'll learn:

  • Learn about the new changes in the Medicaid laws... and the steps you need to take right now to protect your finances.
  • Some of the biggest mistakes families of nursing home residents make and how you can avoid them.
  • Find out when "traditional" estate planning doesn't work... and find out what does.
  • Learn how gifting money to your children can disqualify you from Medicaid unless it's done just right.
  • Find out how you might be able to qualify for Medicaid without spending down.
  • How retirement plans can be decimated and how you might be able to protect them.
  • Learn the legal documents you should have in place... and what they should contain.
  • Learn how to find the right nursing home and how to get good care there... and more!

This seminar is FREE, but seating is limited. Please call Cheri at 763-398-5800 to RSVP. This seminar will fill up quickly, so call right away!

Thursday, December 13, 2018
1:00-2:30 p.m.
7500 Highway 55
Lower Level Conference Room
Golden Valley, MN 55427

This workshop will be presented by William M. Hansen. Mr. Hansen is an attorney, a Certified Financial Planner®, and has a Masters of Law in Taxation. He has more than 25 years of planning experience. He is a frequent lecturer and helps guide his clients to make wise decisions about their financial future.