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 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 estate plan 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

2023 Events:

Retirement Planning: 01/26, 02/21, 04/18 and 04/20, 08/08 and 08/10, 11/9 and 11/14

Social Security:  03/14 and 03/16, 05/16 and 05/18, 07/18 and 07/20, 09/7 and 09/12, 10/24 and 10/26

Estate Planning: 06/22 06/27, 10/3 and 10/5