News & Events

May

01

2019

05/23/19 You’ve Been Named as an Agent in a Loved One’s Estate Plan, Now What?

Do you have a trusted individual that you have named to carry out your wishes in your Power of Attorney, Last Will & Testament or Trust document? Do they know the life events that they may need to step in for and what to do when that time comes? Have you been named and want […]

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May

01

2019

5/16/19 Terminating Turnover: Hiring Right and Creating a Great Workplace Culture

Please join us for lunch while we discuss how to hire the right people and keep them around by creating a great workplace culture. In this session we will discuss: What to look for in candidates when hiring What candidates are looking for in employees The tools to create a workplace culture that makes employees […]

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May

01

2019

5/9/2019 Seven Secrets to a Solid Estate Plan

Join us on May 9th at the Wake Forest Chamber of Commerce for a FREE educational seminar on what it takes to have a solid estate plan in place. Already have an estate plan in place? We will also discuss when you should update your documents and any concerns there may be. Our attorneys will […]

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May

01

2019

5/30/19 How to Pay for Extended Healthcare

Please join us on Thursday May 30th as we uncover the most common myths about paying for extended healthcare past the age of 65. Not only will we uncover these myths, we will arm you with the knowledge necessary to prevent your own mistakes when it comes to paying for healthcare costs that are not […]

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Mar

31

2019

Growth Strategy & Employee Retention 04/24/2019

Growth Strategy and Employee Retention Is your business in growth mode and you want to keep your current employees happy while attracting top talent during this time? Is it time to start offering your employees incentives and you are not sure where to start? Do you need a plan for employee buy-in for the future? […]

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