We opted for Vanguard Group and asked that its Personal Financial Planning Services program review our test family's finances.

FORBES: What's the Plan?

The program was such a success that in May, Charles Schwab will be conducting its second Financial Planning Month for Women.

FORBES: Consumer Collaboration: How Charles Schwab Used Real-Time Research To Enhance Relationships

The webinar tomorrow is part of the RV4TheCause program, a national initiative to educate people and professionals about the importance of financial and estate planning for chronic illness.

FORBES: Free Webinar On Revocable Living Trusts