Events
Friday Financial Forum
Free, practical community education to help you plan ahead and navigate life’s transitions.
What this is
The Friday Financial Forum is a short, information-packed community session designed to help you make confident decisions about money, legal planning, long-term care, and major life transitions. Each week features one focused topic and a few actionable takeaways.
Great for: couples nearing retirement, parents of college-bound teens, adults supporting aging parents, and anyone who wants to reduce uncertainty and avoid costly surprises.
Format: brief presentations followed by general Q&A. RSVP is recommended because seating is limited.
Note: Topics are educational and general in nature. Attendance does not create an attorney-client relationship. Individual circumstances vary.
How to use this page
Open any week to see the subtopics and RSVP.
If a date doesn’t work, RSVP anyway and we’ll keep you posted on similar sessions.
Topics and dates
March 2026
Friday, March 13, 2026 • College Planning and Funding Without Derailing Your Future
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- 529 planning, cash-flow strategies, avoiding funding mistakes.
- Legal planning for college-bound kids, POAs at 18, education trusts.
Friday, March 27, 2026 • Refreshing Your Estate Plan
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Why estate plans become outdated, wills/trusts to revisit, new elder law considerations.
- Financial checkups for mid-life families and pre-retirees; how life changes affect portfolios.
April 2026
Friday, April 03, 2026 • How to Avoid Costly Estate and Financial Mistakes
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Common IRA mistakes, Roth versus Traditional errors, penalties to avoid.
- Most frequent will and trust mistakes, outdated documents, faulty beneficiary designations.
Friday, April 17, 2026 • When Is It Time for Assisted Living or Memory Care? A Roadmap for Families
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Senior living placement, evaluating level of care, and coordinating community tours.
- Transitions that affect health and insurance coverage during a move.
- Decluttering, preparing the home, handling belongings, coordinating moves, estate sales.
- Funding options using long-term care insurance and hybrid policies.
- Capacity evaluations, POAs, crisis Medicaid planning, avoiding guardianship.
May 2026
Friday, May 08, 2026 • Smart Money Moves for Families With College Bound Kids
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- 529 strategies, FAFSA-friendly planning, cash flow for rising tuition.
- Planning documents for young adults, HIPAA authorizations, education trusts.
Friday, May 15, 2026 • Your 2026 Family Protection Plan
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Insurance basics, term vs whole life.
- Guardianship planning and essential documents.
Friday, May 22, 2026 • How to Pay for Long-Term Care: Insurance, Medicaid, and Private Options
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Navigating long-term care insurance claims and coverage disputes.
- LTC insurance overview and inflation protection.
- Matching care needs with budget.
- Financial impact of downsizing and estate liquidation.
- Medicaid eligibility and crisis planning.
June 2026
Friday, June 12, 2026 • Navigating Retirement with Confidence
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Income planning and Social Security timing.
- Estate planning entering retirement.
July 2026
Friday, July 17, 2026 • Avoiding Crisis: Planning Before a Hospital Discharge or Nursing Home Admission
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Insurance navigation during hospitalizations and appeals.
- Working with discharge planners.
- Managing rushed moves and estate sales.
- In-home care insurance benefits.
- Emergency POAs, guardianship, Medicaid crisis planning.
Friday, July 31, 2026 • Life Transitions: Planning for Marriage, Divorce, and the Unexpected
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Financial rebuilding and independence.
- Updating beneficiaries and estate documents.
August 2026
Friday, August 07, 2026 • Money and Legal Moves to Make Before Retirement
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Retirement account strategies.
- Pre-retirement estate planning.
Friday, August 21, 2026 • Aging in Place vs. Moving
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Insurance considerations for home care vs facility care.
- Home safety, decluttering, downsizing.
- Stretching LTC benefits.
- Levels of care explained.
- Legal tools supporting aging in place.
September 2026
Friday, September 04, 2026 • Tax-Efficient Investing: What to Own in Each Account and Why It Matters
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Asset location strategies, tax efficiency across accounts, and common mistakes.
- Coordinating beneficiary designations, tax implications for inherited accounts, and estate alignment.
Friday, September 18, 2026 • Financial and Estate Planning for Real Life
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Education savings and family financial planning.
- Trusts, gifting, and planning for adult children.
Friday, September 25, 2026 • Downsizing, Decluttering, and Protecting a Loved One’s Legacy
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Senior relocation and estate liquidation.
- Community selection.
- Coverage transitions during relocation.
- LTC and hybrid policies for funding transitions.
- Estate planning updates and asset protection.
October 2026
Friday, October 02, 2026 • Retirement Planning – Turning Savings Into a Confident Income Plan
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Income strategy and risk alignment.
- Legal planning before retirement.
Friday, October 09, 2026 • Common 401(k) Mistakes That Can Cost You in Retirement
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Contribution, allocation, rollover, and withdrawal mistakes.
- Beneficiary designations, wills vs retirement accounts, incapacity planning.
Friday, October 16, 2026 • Planning for Long-Term Care
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- LTC insurance and funding impact.
- Medicaid basics and advance directives.
Friday, October 23, 2026 • Choosing Investments and Structuring Your Legal Plan
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Portfolio construction.
- Aligning estate plans with investments.
November 2026
Friday, November 06, 2026 • The Sandwich Generation
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Insurance advocacy and Medicare open enrollment considerations.
- Downsizing and move management.
- Financial impact of caregiving.
- Senior care placement guidance.
- POAs, guardianship, Medicaid planning.
Friday, November 13, 2026 • The Power of the Roth: Using Roth Accounts for Retirement and College Planning
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Roth contributions, conversions, and education planning strategies.
- Roth accounts in estate planning, beneficiary strategies, and trust coordination.
December 2026
Friday, December 04, 2026 • Building Wealth and Leaving a Legacy
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Generational wealth strategies.
- Trusts, charitable giving, probate avoidance.
Friday, December 11, 2026 • Wealth Management and Legacy Planning – Finish the Year Strong
What you’ll get: a clear overview, practical takeaways, and suggested next steps for this topic.
Subtopics:
- Goal-based investing and year-end planning.
- Legacy planning checklist.