Upcoming EventsJoin us for an upcoming event to learn something new and connect with our team.
What Our Clients Are Saying
"Knowledgeable and Approachable"
-John S.
"Wonderful Experience"
-Laurie T.
"No One is as Capable, Knowledgeable, Dedicated, or as Friendly as Leslie"
-Lynn P.
Join Us
Browse our current schedule below for upcoming opportunities to attend.
November 10th
Estate Planning For Retirees at Selbyville Library
10:30 AM – 11:30 AM
Join us as we address the primary planning objectives in retirement. Attendees will learn key strategies to help them plan for the unexpected, eliminate probate, and protect assets from a future cost of long-term care.
Attendees will learn:
The key components of a comprehensive estate plan
How to make distribution easier, quicker and less expensive with probate avoidance strategies Available benefit programs and planning opportunities
How proactive planning can help protect assets from the cost of long-term care
November 19th, 2026
Retirement by Design: Coordinating Your Legal and Financial Plan
10:00AM – 11:00 AM
Learn how your financial and estate plans can work together to protect what you’ve built and prepare for what’s ahead. This presentation will explore retirement and financial planning decisions alongside essential estate planning strategies for incapacity, probate avoidance, asset protection, and long term care, helping you understand how the pieces fit together to support you and your family through every stage of life.
Location:
Virden Retreat Center
Harbor Room
1155 College Drive
Lewes, DE