TAKING CARE OF MOM & DAD... AND ME

Estate planning; financial analysis and consultation; financial management; financial planning; investment consultation; providing consultation and information in the field of estate planning and investment planning; providing information in the field of financial analysis

Conducting workshops and seminars in estate planning, financial management, and investment planning; educational services, namely, conducting seminars, conferences, and workshops in the field of estate planning, financial management, and investment planning and distributing course materials in connection therewith; instruction in the field of estate planning, financial management, and investment planning; developing educational manuals for others in the field of estate planning, financial management, and investment planning; development and dissemination of educational materials for others in the field of estate planning, financial management, and investment planning