Strategy. Protection. Solutions.
What’s Coming Up!
We regularly hold free events to help you learn how to protect you, your assets, and your family. We aim to keep you up to date on changes in the law as well as help you plan for your future.
Please join us for our next fun and free upcoming event! We promise that you’ll leave with new knowledge you can put to use right away.
We also love the opportunity to go out into the community and educate organization members, moms groups, business employees, church groups, and other community groups.
We can cover estate planning in general or focus on a particular area if requested. In the past we have given presentations on:
- Life and Legacy Planning
- Family Wealth Planning
- Guardianship Planning
- Blended Family Planning
- Business Succession Planning
- and more!
If you are interested in having us as a speaker for a free event, please don’t hesitate to contact us!
We can’t wait to meet you!
