Lunch & Learn

Monthly Series; Join each month for new insights into Probate, Legal Updates, Prenups, Charity, and more!

Lunch & Learn 

Hear from experts as we dive into the complexities of probate, prenups, fiduciary matters, legal updates, charitable giving, and more!


Join us on the fourth Tuesday of each month at 1 PM (ET).

Register Here
EVENT TOPIC DESCRIPTION DATE Speaker
Black Wealth Mindset Black Wealth Mindset January 28, 2025 LaShawne Holland
Black Wealth Mindset II Black Wealth Mindset II February 25, 2025 LaShawne Holland
Women in Investing Women in investing March 25, 2025 Deborah Owens
Road to a Million Discover the legal and financial strategies essential for reaching your first million, with insights to help you navigate investments and business growth. May 13, 2025 ErikaBlair McGrew
So, You Want to Write a Book So, You Want to Write a Book: Unlock the secrets to authorship with practical tips on writing and publishing, while being guided through protecting your intellectual property and publishing rights. May 20, 2025 Qualia Hendrickson, Esq.
Business Succession Planning Learn the essential strategies for transitioning your business to the next generation, ensuring long-term stability and preserving your legacy. June 24, 2025 Aimee Griffin, Esq.
Scholarships Explore the ins and outs of establishing and securing scholarships to support future generations and make education more accessible. July 8, 2025 Laverne Mickens
Prenup and Postnup Gain valuable insights into prenuptial and postnuptial agreements, including their benefits, legal considerations, and how they protect your assets and relationships. August 26, 2025 Sondra Dougla, Esq.
Medicaid/Medicare Navigate the complextities of Medicaid and Medicare with practical guidance on eligibility, benefits, planning for healthcare needs in retirement. September 23, 2025 Tiffany Veney, Esq.
Dynasty Trust Discover the advantages of dynasty trusts in preserving wealth across generations, ensuring financial security and minimizing estate taxes. October 28, 2025 Aimee D. Griffin, Esq.
Alzheimer's Understand the legal, financial, and caregiving considerations involved in supporting individuals affected by Alzheimer's, including planning long-term care. November 12, 2025 Tanie Guirand
Tax Planning Unlock the power of philanthropy with strategies to incorporate charitable giving into your financial plan, creating meaningful impact while optimizing tax benefits. December 23, 2025 Aimee D. Griffin, Esq.