Our firm offers regular seminars for professional development. These seminars often offer continuing education for the following practice areas:
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- Legal credit – CLE
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- Financial credit – CFP and CPE
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- Social worker credit – contact hours
All seminars offer warmth, hospitality, and complimentary refreshments in a professional atmosphere with certified speakers! Not ready to register? Click here to receive regular emails with upcoming events and registration links.
Estate and Elder Law Planning Boot Camp
Join us for the Estate & Elder Law Planning Boot Camp for Advisors on Friday, May 8, 2026, at the Greensboro Country Club!
Why attend?
✔ Earn 4 CE credits in one morning
✔ Gain practical estate & elder law insights for advisors
✔ Learn how planning strategies impact aging clients
✔ Network with CPAs, CFP® professionals, insurance advisors, and attorneys
✔ Enjoy breakfast, lunch, and networking in a premier setting
May 8th, 2026, 8:00 AM – 1:30 PM
Breakfast, Lunch, and Power Snacks
Greensboro Country Club
Only $150!
Click here to join the invite list for 2026!
Annual Time Out Workshop
The Time Out Workshop offers a unique professional educational opportunity tailored for social workers, case managers, discharge planners, nursing home administrators, and other professionals dedicated to serving senior adults throughout North Carolina.
The Time Out Workshop promises to be a full day of inspiration from beginning to end! To kick start the energy, we’ll serve a good breakfast, followed later by a yummy lunch, and a decadent dessert bar. Be sure to come casually dressed so you can relax, take in the activities, and soak up the top-notch presentations. By the end of the day, we bet you’ll be ready to take on the world!
Learn more at www.TimeOutWorkshop.com
