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Clarity Legal Group

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  • Who We Are
    • Meet Our Team
    • Community Engagement
    • Our Commitment to Equity and Inclusion
  • What We Do
    • Estate Planning
    • Revocable Living Trusts
    • Wills
    • Special Needs Planning
    • Powers of Attorney and Healthcare Documents
    • Medicaid
    • Trust Administration
    • Probate
    • Long-Term Care Insurance Appeals
    • Advanced Estate Planning
      • Business Succession Planning
      • Chapel Hill Charitable Giving
      • Estate and Gift Tax Figures
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
  • Why We Do It
    • A Message From Mark Costley
  • Events
  • Resources
    • Webinar on Estate Planning
    • Estate Planning Blog
    • Video Library
    • Estate Planning Resources
      • Estate Planning Articles
      • Frequently Asked Questions
      • Glossary
      • Estate Plan Checkup
      • Estate Planning Reports
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
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      • Probate FAQs
      • Probate Articles
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      • Wake County
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Home » Upcoming Seminars

Attend one of our upcoming no-cost estate planning seminars, events, or webinars. Learn how you can qualify for a complimentary planning session ($450 value).

Upcoming Seminars

Thu 17
Retire With Us in the Triangle Fall Social
Date: September 17 Time: 06:00 PM - 07:30 PM Type: seminar Venue: Greenbridge Sky Lounge, 601 W. Rosemary St., 919-525-2110, NC, 27516
Details

Join us at the Greenbridge Sky Lounge in downtown Chapel Hill for a complimentary evening of drinks, food, and fun giveaways. Enjoy a relaxed setting to meet local retirement-focused professionals and neighbors from across the Triangle. 

Comprehensive Solutions for Households Nearing or in Retirement

Meet the Experts Behind Retire with Us in the Triangle

Explore our participating businesses that will be in attendance:

  • TrustStone Wealth Partners, LLC Trusted advisors for your investment management, financial planning, and/or insurance needs.
  • Clarity Legal Group Estate attorneys providing clarity in the face of the unfamiliar details of preparing for incapacity or death.
  • Vista Advisor Group LLC Certified accountants offering tax and accounting services to individuals and small businesses.
  • Triangle Medicare Solutions Medicare experts providing personalized, no cost, independent broker services that treat you like family.
  • All About Seniors, Inc. Your local guide to compassionate in-home care and senior living solutions.
  • Endswell Funeral Home A modern funeral home with affordable choices (cremation, aquamation, green burial) and exceptional care.

Trusted Local Businesses Coming Together to Support Your Retirement Journey

This event is hosted by a group of local professionals who specialize in helping individuals age 50+ navigate retirement and aging with confidence. Together, we provide resources, guidance, and support across key areas of life. Whether you’re planning ahead or already in retirement, our network is here to help you stay informed, connected, and supported.

Register

Not finding an in-person event that meets your schedule?

Register for our no-cost webinar (and earn a complimentary planning session valued at $450).

From No Plan to the Right Plan for You
Hosted by Mark Costley, Jonathan Williams
ABOUT THIS WEBINAR: At Clarity Legal Group, our estate planning webinar offers more than just legal information—it’s a thoughtful guide to protecting your future and preserving peace for your loved ones. Whether you’re concerned about family harmony, protecting your savings, or avoiding court involvement, this session helps you understand what steps to take, when to take them, and how to ensure your plan works when it matters most. Through case studies and simple explanations, we show how estate planning can avoid expensive mistakes, reduce stress, and give your family the clarity they’ll need in uncertain times. You’ll leave empowered, knowing how to prevent legal confusion and ensure their wishes are honored—during life, in illness, and after death. You are eligible for a complimentary planning session, valued at $450, when you request an appointment within 48 hours of completing the webinar. WHAT YOU’LL LEARN • How to avoid unnecessary cost and delay with a living trust. • How to avoid having a Will or Living Trust that says what you want but fails to do what you want. • How to protect your children’s inheritance from lawsuits and divorcing spouses. • How to qualify to Medicaid and use it to pay for nursing home and long-term care expenses, potentially saving you thousands of dollars or more per month. • How to plan to protect your family from the consequences of your possible incapacity. • How to provide for family members with special needs. • How to protect your children’s inheritance in the event your spouse remarries. • Why putting your property in children’s names or giving it as a gift during your life may be a mistake.
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Want to make informed decisions about your future? Sign up to be the first to know about our upcoming estate planning seminars and special events. Our events offer expert guidance on protecting your family, assets, and legacy—without the legal jargon.

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Clarity Legal Group is conveniently located in the heart of the Triangle, based in Chapel Hill and proudly serving the state of North Carolina including Durham, Cary, Apex, Pittsboro, Hillsborough, Holly Springs, and Raleigh.

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