FINANCE

Estate Planning Seminars

Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend.

estate planning seminars

You’ll learn about:

Wealth Management

We’ll discuss how to control who gets what, when and how. Also, how to avoid probate and calculate the value of your estate.

Trusts

You’ll learn about the difference between a revocable or irrevocable trust and the importance of having a trust and life insurance policy if you’re from a blended family.

Planning

We’ll cover finalizing your last wishes, how to not disinherit your children and grandchildren because of divorce or other triggering events and more.

GET EDUCATED FROM TOP PROFESSIONALS 

Find an Event in your Area.

We offer hundreds of events every month across the United States and Canada. Click on the button below to find an event near you!