Monthly Trust Coffee
Schedule
Tue Nov 05 2024 at 03:00 pm
UTC-05:00Location
10975 Grandview Drive, STE. 502, Overland Park, KS, United States, Kansas 66210 | Overland Park, KS
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Join us on the first Tuesday of each month as we sip delicious coffee and hear from experts on a variety of topics as scheduled:March 5, 2024-2pm-What is a Special Needs Trust?
Guest Speaker - Niki Piskuric, Attorney, Shepherd Elder Law Group
April 2, 2024-2pm-Understanding Your Trust
Speaker - Evie Curtis, Assured Trust Company
May 7, 2024-2pm-Long Term Insurance-Just the Facts
Guest Speaker - Craig Fisch - RPR CPAs & Advisors
June 4, 2024-2pm-The Five Levels of Senior Living Speaker - Courtney Goin, Assured Trust Company
July 2, 2024-2pm-Powers of Attorney
Speaker - Evie Curtis, Assured Trust Company
August 6, 2024-2pm-The Five Basic Estate Planning Documents
Speaker - Evie Curtis, Assured Trust Company
September 3, 2024-2pm-How is an Estate Administered?
Speaker - Alan Stetson, Assured Trust Company
October 1, 2024-2pm-What are the Disability Programs SSI and SSDI?
Guest Speaker - Kirsten Goodwin, Social Security Administration
November 5, 2024-2pm-What is a Special Needs Trust?
Guest Speaker - Lisa Joyce, Attorney, Shepherd Elder Law Group
December 3, 2024-2pm-The Five Basic Estate Planning Documents Speaker - Evie Curtis, Assured Trust Company
Please be sure to reserve your spot by calling 913.521.9200 or email [email protected].
We look forward to seeing you soon!
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Where is it happening?
10975 Grandview Drive, STE. 502, Overland Park, KS, United States, Kansas 66210Event Location & Nearby Stays:
