We offer educational workshops to help our clients, their friends and members of the community stay up-to-date on key financial, retirement and estate planning issues.

Many people are interested in learning how to use eStatePlan™ to create and control their own estates. To meet demand, we have upcoming workshops on this revolutionary new option, so if you don’t see one scheduled, please email us to be included in our next class.

By attending you’ll learn how to avoid high attorney fees and how having your eStatePlan™ in place can help you:

  • Sleep better at night
  • Reduce stress on your loved ones
  • Ensure your final wishes are executed to a “T”
  • Give you the freedom to control, fund and update your trust