Register For a Professional Seminar

Our firm offers regular seminars for professional development. These seminars often offer continuing education for the following practice areas:

    • Legal credit – CLE

    • Financial credit – CFP and CPE

    • 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

When: May 8th, 2026, 8:00 AM – 1:30 PM
Where: Greensboro Country Club
Breakfast, Lunch, and Power Snacks
Only $150!

**Registration is not complete until payment is submitted through the link that will be sent through email.**

View the Full Boot Camp Flyer Here!

REGISTER HERE!

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

About the author

Dennis Toman

With all four grandparents, plenty of uncles and aunts, plus lots of cousins of all ages and two younger siblings, Dennis understood the love and laughter and closeness that family means. With all of his grandparents farmers, Dennis learned quickly what hard work, being frugal and planning ahead for hard times meant.

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