FREE Seminar For Estate Planning and Long-Term Care Planning

Planning for the future does not have to feel overwhelming.

Join Attorney Whitney R. Anderson and Elizabeth Taber from McCarthy Law for a FREE Lunch & Learn Seminar Series designed to help you understand how to protect your family, your assets, and your future and leave feeling more confident about the steps you can take to protect yourself and your family.

Because there is a lot of important information to cover, this series is offered in two parts. You may attend one or both sessions.

Seminar Dates and Times

Estate Planning 101
Date: February 26
Starts at 12:00 PM

Long-Term Care Planning
Date: March 5
Starts at 12:00 PM

Where: Richmond Senior Center, 1168 Main Street, 2nd Floor, Wyoming, RI 02898

Each seminar is approximately one hour, with the final 15 minutes reserved for questions and discussion.

Session 1: Estate Planning 101

February 26 at Noon

This introductory seminar covers the foundation of estate planning and why it matters for individuals and families at every stage of life.

Topics include:

• What estate planning really is and why it is important

• Wills, trusts, and how they work

• Powers of attorney and healthcare proxies

• Beneficiary designations and common mistakes

• How proper planning helps avoid confusion and family conflict

This session is ideal if you are new to estate planning or want to better understand the documents you already have.

Session 2: Long-Term Care Planning

March 5 at Noon

This follow-up seminar focuses on planning for aging, care needs, and protecting assets over time.

Topics include:

• Understanding long-term care options

• Planning ahead for assisted living or nursing home care costs

• Reducing crisis-driven decisions for families

This session is especially helpful for those caring for aging parents or planning ahead for their own future care.

Who Should Attend

• Individuals and couples at any stage of life

• Caregivers and family members of aging loved ones

• Anyone who wants clarity around estate planning and long-term care

• Those who want to be proactive rather than reactive

No prior planning experience is required.

What to Expect

• A clear, educational presentation led by an experienced McCarthy Law Estate Planning Attorney and Elder Care Coordinator

• Practical information you can use right away

• Time for questions at the end of each session

• A supportive, no-pressure environment

Reserve Your Spot

Attendance is free, but space is limited. You may register for one session or both.

Fill out the form below to reserve your seat.

Please enable JavaScript in your browser to complete this form.

are seminar/s attend?

Name *

First

Last

Phone *

Email *

Which seminar/s are you planning to attend? *--- Select Choice ---Estate Planning 101Long-Term Care PlanningI am planning to attend both.I may be able to attend.I cannot attend, please share resources.

What are you looking forward to learning?

Submit