Preplanning Events

Join us for a preplanning event to learn from local speakers. In addition to funeral preplanning, you'll learn about important topics and meet people in our community! Sign up below for any of the upcoming events.


a plate of sandwiches on a table with the words lunch & learn on it

Join us for a FREE Advance Planning Seminar on March 23!

Come enjoy lunch with us and learn about the end-of-life planning you need to do now in order to protect your family in the future.


Call us at (941) 833-0600 or click the button below to register today. Space is limited, so reserve your spot now!

RSVP today!

Topics & Speakers

Legal Tools

We will cover which legal tools can help protect your family. Powers of attorney, wills, trusts, and health care directives… which documents are appropriate for you?

Estate Planning

We will discuss how changing tax laws might affect your estate planning needs. Learn how certain legal tools can help you prepare for the future. What can you do now to preserve more of your assets for survivors?

Advance Funeral Planning

We will explore the question of how advance funeral planning can help protect our loved ones. You will learn how to give your family peace of mind during the hardest days of their lives.