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Upcoming Educational Workshops in the Houston Area


Workshops by Thomas W. McCulloch • Houston, TX Estate Planning & Elder Law Firm

Attorney-CPA Tom McCulloch hosts monthly elder law workshops that address many key questions about life care planning for aging parents, as well as estate planning for Baby Boomers and their children.  This hands-on workshop is ideal for multigenerational families and their advisors.  Mr. McCulloch presents a comprehensive program designed to assist your family in learning about options available that may protect hard-earned savings, outline affordable care options, and legal strategies.
The workshops are geared to empower the family with information and options – before a crisis occurs.  Seating is limited, please reserve your space by phoning (713) 333-8900.


Past Workshops and Presentations

"5 Threats to Your Family’s Financial Security"
Wednesday, April 5, 2017
Time:12 noon - 1:15 p.m.

"Smart Aging: Longevity and Care Planning"
Wednesday, March 15, 2017
Time:12 noon - 1:15 p.m.

"Three Easy Steps"
Wednesday, February 22, 2017
Time:12 noon - 1:15 p.m.

Educational Workshops

"Life Care Planning"
Wednesday, February 1, 2017
Time:12 noon - 1:15 p.m.

"Five Threats to Your Family's Financial Security"
Wednesday, January 11, 2017
Time:12 noon - 1:15 p.m.

"Life Care Planning Workshop"
Wednesday, December 14, 2016
Time: 12 noon - 1:15 p.m.

"Smart Aging Workshop"
Wednesday, November 30, 2016
Time: 12 noon - 1:30 p.m.

"Five Threats to Your Family's Financial Security"
Wednesday, November 2, 2016
Time: 12 noon - 1:20 p.m.

"Community Workshop: Smart Aging"
Thursday, October 13, 2016
Time: 12 noon - 1:00 p.m.

"Life Care Planning"
Wednesday, October 5, 2016
Time: 12 noon - 1:15 p.m.

"Smart Aging: Longevity and Care Planning for Life"
Wednesday, August 24, 2016
Time: 12 noon - 1:20 p.m.

"Life Care Planning"
Wednesday, August 3, 2016
Time: 12 noon - 1:20 p.m.

"Five Threats to Your Family's Financial Security"
Wednesday, July 13th, 2016
Time: 12 noon - 1:20 p.m.

"Smart Aging: Longevity and Care Planning for Life"
Wednesday, June 29, 2016
Time: 12 noon - 1:20 p.m.

"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"
Wednesday, June 8, 2016
Time: 12 noon - 1:20 p.m.

"Five Threats to Your Family's Financial Security"
Wednesday, May 18, 2016
Time: 12 noon - 1:20 p.m.

"Smart Aging: Longevity and Care Planning for Life"
Wednesday, April 27, 2016
Time: 12 noon - 1:20 p.m.

"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"
Wednesday, April 6, 2016
Time: 12 noon - 1:20 p.m.

"Five Threats to Your Family's Financial Security"
Wednesday, March 16, 2016
Time: 12 noon - 1:20 p.m.

"Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"
Wednesday, February 3, 2016
Time: 12 noon - 1:20 p.m.

"Five Threats to Your Family's Financial Security"
Wednesday, February 24, 2016
Time: 12 noon - 1:20 p.m.

Wednesday, January 13, 2016
"Five Threats to Your Family's Financial Security"
Time: 12 noon - 1:20 p.m.

  • 2015 Events

    Thursday, December 10, 2015
    "Life Care Planning: Legal, Money & Care Issues Facing Aging Adults and Their Families"
    Time: 12 noon - 1:20 p.m.

    Wednesday, November 18, 2015
    "Five Threats to Your Family's Financial Security"
    Time: 12 p.m. - 1:20 p.m.

    Thursday, October 15, 2015
    "Life Care Planning: Legal, Money & Care Issues Facing Aging Adults and Their Families"
    Time: 12 noon - 1:20 p.m.

    Wednesday, September 16, 2015
    "Five Threats to Your Family's Security"
    Time: 12 noon - 1:20 p.m.

    Wednesday, August 12, 2015
    "Life Care Planning: Legal, Money & Care Issues Facing Aging Adults and Their Families"
    Time: 12 noon - 1:20 p.m.

    Wednesday, July 15, 2015
    "The Five Threats to Your Family's Security"
    Time: 12 noon - 1:20 p.m.

    Wednesday, June 17, 2015
    "Life Care Planning: Legal, Money & Care Issues"
    Time: 12 noon - 1:15 p.m

    Wednesday, May 20, 2015
    "The Five Threats to Your Family's Security"
    Time: 12 noon - 1:20 p.m.

    Tuesday, April 28
    Closed presentation
    "Professional Women's Network of Houston"

    Thursday, April 23
    Four-Part Educational Series
    "Life Care Planning: Legal, Money & Care Issues Facing Elders & Their Families"
    Time: 6:30 p.m. - 7:30 p.m.

    Wednesday, April 22, 2015
    Time: 12 noon – 1:20 p.m.
    "Life Care Planning Workshop"

    Friday, March 20, 2015
    Time: 12 noon - 1 p.m.
    "Legal and Financial Preparedness for Dementia"
    Alzheimer's Association Lunch and Learn

    Wednesday, March 18, 2015
    Time: 12 noon - 1:20 p.m.
    "The Five Threats to Your Family's Security"

    Wednesday, February 18, 2015
    Time:12 noon - 1:20 p.m.
    "Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"

    Wednesday, February 11, 2015
    Time: 6:30 p.m. - 7:30 p.m.
    "Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"

    Wednesday, January 14, 2015
    Time:12 noon - 1:20 p.m.
    "Five Threats to Your Family's Security"

  • 2014 Events

    Wednesday, December 10, 2014
    Time: 12 noon - 1:20 p.m.
    "Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"

    Wednesday, November 19, 2014
    Time:12 noon - 1:20 p.m.
    "The Five Threats to Your Family's Security"

    Wednesday, October 29, 2014
    Time: 6 p.m.
    "Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"

    Wednesday, October 15, 2014
    Time:12:00 pm
    "Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"

    Thursday, September 30, 2014
    Time: 6:45 pm
    "Estate Planning and Elder Law: How to Plan for Life's Transitions"

    Tuesday, September 23, 2014
    Time:6:00 pm
    "Educational Inherited IRA Workshop"

    Wednesday, September 17
    Time: 6 p.m. - 7:20 p.m.
    "The Five Threats to Your Family's Security"

    Friday, August 22, 2014
    Time: 8:30 am
    "Estate Planning Legal Issues for an Aging Middle America"
    Presenter: Thomas W. McCulloch, JD, CPA

    Wednesday, August 20
    Time: 6 p.m. - 7:20 p.m.
    "Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"
    Presenter: Thomas W. McCulloch, JD, CPA

    Tuesday, July 15
    Time:
    6 p.m. - 7:20 p.m.
    "The 5 Threats to Your Family's Security"
    Presenter: Thomas W. McCulloch, JD, CPA

    Thursday, May 8
    "Houston Executive Business Breakfast Group"
    "Estate Planning and Retirement Planning as Part of Your Business Succession Plan"
    Private Presentation

    Wednesday, May
    Time: 6 p.m. - 7:20 p.m.
    "The 5 Threats to Your Family's Security"
    Presenter: Thomas W. McCulloch, JD, CPA

    Tuesday, April 8
    Time: 6 p.m. - 7:20 p.m.
    "Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"
    Presenter: Thomas W. McCulloch, JD, CPA

    Thursday, March 27, 2014
    Private Financial Planners Workshop
    "Life Cycles of Business and Buy-Sell Agreements"
    Presenter: Thomas W. McCulloch, JD, CPA

    Tuesday, March 11, 2014
    Time: 6 p.m. - 7:20 p.m.
    "The 5 Threats to Your Family's Security"
    Presenter: Thomas W. McCulloch

    Tuesday, Feb. 11, 2014
    Time: 6 p.m. - 7:20 p.m.
    "Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"
    Presenter: Thomas W. McCulloch

    Tuesday, Jan 10, 2014
    Time: 6 p.m. - 7:20 p.m.
    "Life Care Planning: Legal, Money and Care Issues Facing Elders and Their Families"
    Presenter: Thomas W. McCulloch


Educational Community Events

Aging Well: Meeting the Challenge Conference 2016
November 3, 2016 to November 5, 2016 - begins at different times; please see link below for more information
Location: DoubleTree by Hilton @ Greenway Plaza
6 E. Greenway Plaza
Houston, TX 77046

Are You Taking Care of Your Company's Future?
A Succession Planning Seminar by Regions Commercial Banking and Private Wealth
Tuesday, Aug. 30, 2016
Time: 11:30 a.m. - 1:30 p.m.
Presenter: Thomas W. McCulloch, JD, CPA as part of panelist
McCormick & Schmick's Houston

Estate Planning for Seniors:
Financial Threats and Avoiding Common Estate Planning Mistakes
12 p.m. - 1 p.m.
Presenter: Thomas W. McCulloch, JD, CPA
Wednesday, Jan. 6, 2016
PrimeWay Federal Credit Union

  • 2015 Events

    The Executive Group of Houston
    Thursday, Dec. 10, 2015
    "No B.S. Marketing to Leading-Edge Boomers & Seniors"
    Authors: Dan S. Kennedy & Chip Kessler
    Book review led by Thomas W. McCulloch, JD, CPA

    Thursday, November 5, 2015
    "Legal and Financial Planning for Alzheimer's Disease"
    Richmond-Rosenberg Caregiver Support Group
    Houston & SE Texas Chapter - Alzheimer's Association

  • 2014 Events

    Thursday, August 28, 2014
    Time: 10:00 am
    Educational Webinar for Professionals on "Clark v. Rameker" (U.S., No. 13-299, June 13, 2014)


Educational Webinars

"Dementia, Cognitive Decline and Incapacity Longevity Planning and Strategies"
Thursday, May 5, 2016
Time: 1 p.m. - 2 p.m.
Presenter: Thomas W. McCulloch, JD, CPA
Private Presentation: AAA-CPA Study Group webinar

  • 2015 Events

    Tuesday, February 24, 2015
    Time: Private Event
    "The Process of Life Care Planning"

    Wednesday, January 21, 2015
    Time: 10:00 a.m.
    "The Process of Life Care Planning"

  • 2014 Events

    Wednesday, December 17, 2014
    Time: 10:00 a.m.
    "The Process of Life Care Planning"

    Wednesday, October 8, 2014
    Time: 10:00 a.m.
    "The Process of Life Care Planning"

Thomas W. McCulloch

of McCulloch & Miller, PLLC


(713) 333-8900
webinfo@houstonelderlawyer.com
5599 San Felipe Street, Suite 900, Houston, TX 77056

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