Upcoming Seminars

BENEFICIARY 101

On Nov. 30, we will hold a special client-only workshop on Zoom called “BENEFICIARY 101.” This workshop is for clients and their adult children, designed to educate attendees on HOW to carry out an estate plan when the time comes: the overall expectations and impact, responsibilities of executors and powers of attorney, what exactly your trustee needs to do in order to pass the assets to the next generation, etc. 

You can register for this workshop by clicking  Nov. 30 on the calendar below, or by calling our office at 1-800-370-5010.

(For the health and safety of our guests and speakers, we will offer our in-person public seminars following all current pandemic guidance.)