The Harbor Wealth Education
Upcoming Educational Events and Recorded Webinars
A Conversation with Colleen Ceh Becvar
I’ll be joined by Colleen Ceh Becvar, founder of Trinity Advocacy Group, a firm dedicated to helping families navigate aging with clarity, confidence, and compassion.
Here’s what we’ll cover:
What really happens when someone becomes incapacitated
Why having “just the documents” isn’t enough
How to protect your wishes—legally, medically, and emotionally
The most common pitfalls Colleen sees after 30+ years in the field
How to build an advocacy and care plan that actually works
Q2 Virtual Townhall Replay
May 6th, 2025, at 5:30 PM CT
Updates on the Market , Our firm, Tariffs and so much more!
Let's Get Started.
Reach out for a free, no-obligation consultation. We’ll discuss where you are now, where you want to go and how the team at Harbor Wealth can help you get there.