Financial, Legal & Insurance Planning for Caregivers

Financial, Legal & Insurance Planning for Caregivers

Cameron Kelly spoke at Caring for Dementia: A Six-Week Education Series for Caregivers at The Lodge at the Lakes in Stillwater and offered by The Lakes at Stillwater and Bluestone Physician Services.  Cameron presented for one hour on Tuesday, November 12, 2019 on...

The Importance of Business Succession Planning

Cameron Kelly presented “The Importance of Business Succession Planning” on October 24, 2019 at Hegarty Consulting Group.   Description: Business succession planning is the process of deciding the best way to transfer your business. What that plan...

Trusts 101

Cameron Kelly spoke at an NBI seminar, Trusts 101, on December 17, 2019 in Eau Claire, Wisconsin.   Program Description Provide your clients with the full spectrum of wealth preservation options. When assessing complex information, it often helps to break items...

Types of Real Estate Ownership

Cameron Kelly spoke at a Minnesota CLE seminar on September 24, 2019, Real Estate Strategies for Estate Planning & Medical Assistance Practitioners.  He gave an overview of the types of real estate ownership.     Types of Real Estate Ownership: An...