Get Your Ducks in a Row

A Guide to Legal, Digital & Healthcare Readiness

Are you ready for the "What ifs?"

Our “Get Your Ducks in a Row Series” is designed to help you take control of your future— before it takes control of you. Over the course of three weekly sessions, trusted professionals will guide you through essential steps in planning for life’s uncertainties, from legal and financial decisions to digital safety and healthcare choices. 

This three-week series will cover:

Session 1 – Navigate Estate Planning

  • Medical and financial power of attorney
  • Difference between trusts and wills
  • Tax benefits, how to protect your family and support charities

Session 2 – Gathering Your Ducks

  • Managing health care needs
  • Tools to help you and your next of kin
  • Preparing for the future

Session 3 – Securing Your Digital Life

  • Identifying scams
  • Protecting yourself and your accounts

Take the first step toward peace of mind — for yourself and those you care about. Join us and start getting your Ducks In A Row!

Event Schedule –January 2027

Location: Northern Trust Bank,
755 Beachland Blvd., Vero Beach, FL 32963

Day: All sessions take place on Fridays

Registration: 9:30 a.m.

Presentations: 10:00 a.m. to 12:00 p.m.

Session 1 – Navigate Estate Planning
Friday, January 15, 2027

Session 2 – Gathering Your Ducks
Friday, January 22, 2027

Session 3 – Securing Your Digital Life
Friday, January 29, 2027

Registration Fee: $50 per household, which covers all materials and includes a bonus Nokbox (see details below). 

Here's what last year's participants had to say...

We truly thought our ducks were in good shape and then found out what we had set up in Connecticut didn’t meet Florida requirements. We are now working on making sure everything is updated. Thank you for organizing such an informative series, we highly recommend this!
We learned that you don’t know what you don’t know! This class was extremely informative!
This series was so helpful, the Nokbox is incredible, we needed this push and have set aside two hours a week to start getting our “Ducks in a Row”!
We have told our friends they need to attend this!
All of the speakers were great! I looked forward to each session.
The materials you provided are fabulous; I have so many notes and things to work on to get my Ducks together.