BLUFFTON
October 23, 2025
“Medicare Made Clear” Whether you’re new to Medicare or just want the 2026 updates, this workshop is for you. Get the tools, tips, and a free guide to help you choose the coverage that’s right for you.

Time/Location: 10:00am-12:00pm - In Person at LawyerLisa 2 Hampton Hall Blvd, Ste 100, Bluffton, SC 29910
Presenters: Lisa Hostetler Brown, Managing Attorney and Christopher L. Tassone, CFP®, AEP®, AIF®

GREENVILLE
November 5, 2025
 “Peace of Mind and Pumpkin Pie” Bring your favorite pie (and the recipe!) for a friendly taste test—then help crown our pie champion with a special prize. We’ll also share our own beloved pumpkin pie recipe along with a ‘recipe’ for creating your perfect estate plan. Because planning your legacy is always sweeter with pie on your plate.

Time/Location: 2:00-3:00pm -In Person at Senior Action (Membership Required)

CHARLESTON
November 5, 2025
 “Prepare, Protect and Play- Bingo!” While we play a few lively rounds, you’ll also pick up helpful tips on: 💼 Insurance & financial solutions and ⚖️ Estate & elder law essentials. This is not a seminar—just a chance to enjoy good company, tasty treats and have fun with friends!

Time/Location: 11:00am-1:00pm -In Person at New York Life- 100 Coastal Drive, Charleston, SC 29492
We appreciate your advance registration!
Co-Hosts: New York Life and LawyerLisa

COLUMBIA AND VIRTUAL OPTION
November 11, 2025
"Is Probate Inevitable? How to Avoid the Hassle and Why You Probably Should" We will break down what probate is and who it applies to. We’ll discuss the time, costs, and complexities of probate and offer practical strategies for avoiding it through effective estate planning, ensuring a smoother transition for your loved ones. Learn how to protect your assets and minimize unnecessary legal hassles.

Time/Location: 12:00-1:00pm -Virtual Via ZOOM or In Person at Harbison Community Center- 106 Hillpine Road Columbia, SC 29212
Presenter: Ethan Carroll, Associate Attorney

MT. PLEASANT
November 11, 2025
Join Us for a Fun & Flavorful Date Night! “Charcuterie & Conversations: Building Your Board—and Your Future” Grab your partner and join us for a relaxed and informative evening where you'll create your own charcuterie board with expert guidance, sip wine, and learn smart strategies to protect your family’s future. While you enjoy your creations, our guest professionals will share practical tips on financial planning and estate planning—covering everything from building wealth to protecting what matters most through wills, trusts, and more. Space is Limited! Free to attend, but must register a couple/pair in advance.

Time/Location: 5:30-7:00pm Graze Craze 3373 S Morgans Point Rd #305, Mt Pleasant, SC 29466
Co-Sponsors: LawyerLisa and Edward Jones

BLUFFTON AND VIRTUAL OPTION
December 10, 2025
"Cautionary Tales: Estate Planning Lessons Learned the Hard Way" Hear real-life stories of estate planning gone wrong and the costly mistakes that followed. We will uncover critical lessons on how to avoid common pitfalls, from outdated wills to poor trust decisions, ensuring your plan doesn’t end up in a family disaster. Learn how to make smarter choices today to protect your legacy tomorrow.

Time/Location: 12:00-1:00pm -Virtual Via ZOOM or In Person at Saint Andrew Chapel Hall -220 Pinckney Colony Rd, Bluffton, SC 29909
Presenter: Lisa Hostetler Brown, Managing Attorney

BLUFFTON - SUN CITY RESIDENTS ONLY
December 11, 2025
“Estate Planning: A Holly Jolly Guide to Your Future” Get in the holiday spirit as we give new meaning with an estate planning twist to your favorite Christmas Carols!

Time/Location: 3:00-4:30pm -Sun City Hidden Cypress, Savannah River Room
Presenter: Lisa Hostetler Brown, Managing Attorney