Listen First. Solve Second. Care Always.

Recent and Upcoming Events

Courageous Conversations, Practical Planning for Living Well & Dying Prepared.

Join us for a life affirming conversation. Pat Miles, Cathy Wurzer, & Rebecca Bell, share personal stories about adjusting to the sudden loss of a spouse, unexpected fallout from lack of planning, and helping people just like you survive smart. You will gain insights about how to live well now while planning for the things you should do before, during, and after the loss of a loved one through life lessons. Join us for the necessary conversations that most people avoid. Learn more.

JUNE 16, 9:30-11:15 You don’t want to miss this great event! Register Now

  • Doors open at 8:30
  • Breakfast at 8:45
  • Event starts at 9:30

Pet Heir: Protecting Fido and Funding Fido’s Care: Alexia Miles, Minnesota Financial Planners Association ASCEND CONFERENCE, October 2022

Estate Planning for Retirees, Calibre Chase Senior Living,   April 2023

Pet Trusts:  Key Provisions and Administration Issues, 90-minute live Continuing Legal Education course, National Business Institute,  Summer 2023

Ask Her Anything…I’m Dead, Now What?, Athena Village, January 2023

Ways to Legally Protect your Furry Family, 2023 IWSCA [Irish Water Spaniel Club of America] National Specialty Show, Spring 2023

Drafting Pet Trusts, 90-minute live Continuing Legal Education course, National Business Institute,  March 2022

Building Your Legal Business Using Hospitality Principles, Minnesota State Bar Association Solo-Small Summit, May 2022

What I Learned From My Clients, CLIO National Convention, October 2022

Multiple Podcast presentations on Estate Planning

Estate Planning Basics in Minnesota, Fairview Health Services, May 2021