Community Education Events


Thank you for reserving your seat below. Our caring Planning Advisors offer a sense of relief to those wishing to plan their services in advance. We consider it a privilege to answer your questions and tell the community about the benefits of preparing ahead. View our current schedule below. If you are interested in a private appointment with us at no cost to discuss your specific plan please reach out to us here.


Longhorn Steakhouse 

2020 Gulf Gate Drive • Sarasota, FL 34231

Monday, June 12th @ 11:30am
Thursday, June 15th @ 11:30am 
Tuesday, June 20th @ 11:30am
Wednesday, June 21st @ 11:30am



PF Chang’s

27001 Us Highway 19N • Clearwater, FL 33761

Wednesday, June 14th @ 11:00am
Monday, June 19th @ 11:00am 



Bonefish Grill

2519 McMullen Booth Rd • Clearwater, FL 33761

Friday, June 16th @ 11:00am
Wednesday, June 21st @ 11:00am

 Register with the form below
Seating is limited. First time attendees only.


Our Lunch & Learn program provides a complimentary lunch to first time attendees. We give a 10-15 minute presentation about preplanning and answer your questions. There is no sales pitch and no obligation to the attendees.