Safeguarding Seniors: Tools for Trusted Advisors

Elcona Country Club 56784 Co Rd 21, Bristol, IN, United States

Protecting Seniors from Fraud: Tools, Trends, and Best Practices Wednesday, September 24, 2025 Elcona Country Club Fraudsters are constantly evolving — and older adults are prime targets. Join the Elkhart County Estate Planning Council for an in-depth morning session on the latest scams, common fraud methods, and practical steps to safeguard your senior clients. You’ll hear real cases, learn how to spot red flags, understand Indiana laws and FINRA rules, and walk away with resources you can use immediately. Plus, earn continuing education credits while connecting with fellow estate planning professionals. This timely event is also a perfect reason to Read More »

Cultivating Excellence: Setting Expectations & Elevating Performance

Elkhart Health and Aquatics 200 E Jackson Blvd, Elkhart, IN, United States

Nonprofit leaders know the importance of aligning people with purpose. But guiding performance in a mission-driven organization requires more than oversight—it takes clarity, coaching, and compassion. This interactive workshop offers executive leaders practical tools to set expectations, assess performance, and provide feedback in ways that foster both growth and accountability. Through real-world scenarios, guided practice, and discussion, participants will strengthen their approach to performance management and gain strategies they can put to use right away. The session provides a framework for helping individuals reach their potential, addressing challenges with confidence, and investing in the continued development of their teams. Learning Read More »

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